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Microsoft
MSFT

Overview Fund Activity

2,842 hedge funds and large institutions have $643B invested in Microsoft in 2018 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 1,097 increasing their positions, 1,398 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,842
Holders Change
+32
Holders Change %
+1.14%
% of All Funds
65.08%
Holding in Top 10
1,374
Holding in Top 10 Change
+85
Holding in Top 10 Change %
+6.59%
% of All Funds
31.46%
New
113
Increased
1,097
Reduced
1,398
Closed
58
Calls
$5.79B
Puts
$6.74B
Net Calls
-$949M
Net Calls Change
-$412M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$7.25B
2
State Street
State Street
Massachusetts
+$1.91B
3
Fundsmith LLP
Fundsmith LLP
United Kingdom
+$1.38B
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.2B
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.01B

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$7.62B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.33B
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$1.08B
4
Gates Foundation Trust
Gates Foundation Trust
Washington
-$915M
5
Franklin Resources
Franklin Resources
California
-$773M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACC
1926
Accident Compensation Corp
New Zealand
$3.12M +$229K +2,000 +8%
VHAM
1927
Van Hulzen Asset Management
California
$3.12M +$1.42M +12,419 +84%
IWP
1928
Icon Wealth Partners
Texas
$3.12M -$125K -1,097 -4%
S
1929
SimplyRich
California
$3.11M – – –
AIM
1930
Aspen Investment Management
Michigan
$3.1M +$15.4K +135 +0.5%
VCM
1931
Versant Capital Management
Arizona
$3.1M -$40K -350 -1%
MIC
1932
Meridian Investment Counsel
California
$3.1M +$11.4K +100 +0.4%
ZCI
1933
Zevenbergen Capital Investments
Washington
$3.1M -$41.1K -359 -1%
Capstone Investment Advisors
1934
Capstone Investment Advisors
New York
$3.09M -$8.2M -71,699 -73%
OAMG
1935
Odey Asset Management Group
United Kingdom
$3.09M – – –
SS
1936
Sunbelt Securities
Texas
$3.08M +$129K +1,128 +4%
HIIFS
1937
Harel Insurance Investments & Financial Services
Israel
$3.07M -$36.2M -316,459 -92%
HFA
1938
HC Financial Advisors
California
$3.07M +$155K +1,356 +5%
HCM
1939
Hengehold Capital Management
Ohio
$3.06M -$1.51M -13,224 -33%
AIM
1940
AMI Investment Management
Indiana
$3.06M -$320K -2,800 -9%
WA1
1941
Wimmer Associates 1
California
$3.04M -$24.4K -213 -0.8%
AWA
1942
Arete Wealth Advisors
Illinois
$3.04M +$90.8K +794 +3%
EWG
1943
Executive Wealth Group
Washington
$3.03M +$4.92K +43 +0.2%
NC
1944
Northpointe Capital
Michigan
$3.03M +$3.03M +26,469 New
PV
1945
Private Vista
Illinois
$3.03M +$289K +2,530 +11%
ATC
1946
Adirondack Trust Company
New York
$2.99M -$137K -1,200 -4%
AWM
1947
Aevitas Wealth Management
Massachusetts
$2.98M +$540K +4,718 +22%
RCIM
1948
Russell Clark Investment Management
United Kingdom
$2.97M – – –
BIA
1949
Bigelow Investment Advisors
Maine
$2.97M -$558K -4,875 -16%
AF
1950
Allworth Financial
California
$2.96M -$50K -437 -2%
76 77
78
79 80