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Microsoft
MSFT

Overview Fund Activity

3,085 hedge funds and large institutions have $567B invested in Microsoft in 2018 Q4 according to their latest regulatory filings, with 364 funds opening new positions, 1,204 increasing their positions, 1,327 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,085
Holders Change
+243
Holders Change %
+8.55%
% of All Funds
68.85%
Holding in Top 10
1,459
Holding in Top 10 Change
+85
Holding in Top 10 Change %
+6.19%
% of All Funds
32.56%
New
364
Increased
1,204
Reduced
1,327
Closed
94
Calls
$5.99B
Puts
$7.21B
Net Calls
-$1.22B
Net Calls Change
-$272M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.56B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.29B
3
TCI Fund Management
TCI Fund Management
United Kingdom
+$874M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$721M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$633M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$880M
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$813M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$668M
4
Franklin Resources
Franklin Resources
California
-$640M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$571M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
1951
LCNB Corp
Ohio
$3.15M -$66.5K -655 -2%
TI
1952
Tidal Investments
Wisconsin
$3.14M +$3.14M +30,950 New
GIM
1953
Guardian Investment Management
California
$3.13M +$126K +1,240 +4%
NB
1954
Northwest Bancshares
Pennsylvania
$3.12M -$122K -1,205 -4%
HIM
1955
Herald Investment Management
United Kingdom
$3.11M – – –
BWCS
1956
Beirne Wealth Consulting Services
Connecticut
$3.11M +$3.11M +30,601 New
CC
1957
Cedar Capital
Illinois
$3.11M -$90.5K -891 -3%
EAM
1958
Eukles Asset Management
Ohio
$3.1M +$3.1M +30,522 New
LSC
1959
Lesa Sroufe & Co
Washington
$3.1M +$7.72K +76 +0.2%
ATIA
1960
American Trust Investment Advisors
New Hampshire
$3.09M -$658K -6,480 -18%
GAG
1961
GM Advisory Group
New York
$3.09M -$175K -1,721 -5%
BWA
1962
BDO Wealth Advisors
Florida
$3.09M -$1.49M -14,692 -33%
WAM
1963
Wakefield Asset Management
Colorado
$3.09M -$176K -1,736 -5%
PL
1964
Perpetual Ltd
Australia
$3.09M +$30.1K +300 +1%
MFG
1965
Magnus Financial Group
New York
$3.08M +$3.08M +30,358 New
HA
1966
Hamel Associates
New Jersey
$3.06M +$91.4K +900 +3%
PA
1967
Probity Advisors
Texas
$3.05M -$41.9K -412 -1%
PWSG
1968
Pacific Wealth Strategies Group
California
$3.05M +$113K +1,111 +4%
CCM
1969
Cox Capital Management
Massachusetts
$3.05M +$56.3K +530 +2%
BHBT
1970
Burke & Herbert Bank & Trust
Virginia
$3.04M -$48K -473 -2%
DSAM
1971
Dock Street Asset Management
Florida
$3.04M +$640K +6,300 +27%
DBRC
1972
D.B. Root & Company
Pennsylvania
$3.03M +$24.7K +243 +0.8%
LHC
1973
Little House Capital
Massachusetts
$3.02M +$3.02M +29,720 New
GRP
1974
Global Retirement Partners
California
$3.02M -$122K -1,201 -4%
BAM
1975
Belpointe Asset Management
Nevada
$3.01M -$2.12M -20,827 -41%
77 78
79
80 81