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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 %
FCIM
1976
Fairview Capital Investment Management
California
$3M +$26.5K +261 +0.9%
MCM
1977
Marathon Capital Management
Maryland
$3M -$105K -1,033 -3%
SIG
1978
Sargent Investment Group
Maryland
$2.98M +$2.98M +29,353 New
PHIMC
1979
Private Harbour Investment Management & Counsel
Ohio
$2.98M -$967K -9,522 -25%
9WM
1980
9258 Wealth Management
Ohio
$2.96M +$2.96M +29,178 New
MMPW
1981
Mitchell McLeod Pugh & Williams
Alabama
$2.96M -$27.3K -269 -0.9%
HWMG
1982
Hurlow Wealth Management Group
Indiana
$2.96M +$2.96M +28,137 New
PWMAG
1983
Pinnacle Wealth Management Advisory Group
New Jersey
$2.95M -$12.7K -125 -0.4%
BIM
1984
Baldwin Investment Management
Pennsylvania
$2.94M -$20.3K -200 -0.7%
MGIA
1985
Moneta Group Investment Advisors
Missouri
$2.92M -$648K -6,383 -18%
BPWA
1986
Beacon Pointe Wealth Advisors
California
$2.91M +$2.91M +28,683 New
AWM
1987
Affinity Wealth Management
Delaware
$2.9M +$2.9M +28,512 New
VHAM
1988
Van Hulzen Asset Management
California
$2.89M +$120K +1,183 +4%
NB
1989
Nicolet Bankshares
Wisconsin
$2.86M -$37.5K -369 -1%
SG
1990
Somerset Group
Minnesota
$2.86M +$31.6K +311 +1%
TA
1991
TFG Advisers
Michigan
$2.86M +$2.86M +28,160 New
RMAM
1992
Raab & Moskowitz Asset Management
New Jersey
$2.86M +$685K +6,745 +32%
BIM
1993
Barton Investment Management
Pennsylvania
$2.85M +$9.24K +91 +0.3%
MVA
1994
Mount Vernon Associates
Maryland
$2.84M -$36.4K -358 -1%
ACM
1995
Alpha Capital Management
Texas
$2.84M +$11.7K +115 +0.4%
EWG
1996
Executive Wealth Group
Washington
$2.84M +$148K +1,453 +5%
NPP
1997
New Potomac Partners
Maryland
$2.83M -$63.5K -625 -2%
CCM
1998
Carderock Capital Management
Maryland
$2.83M +$36.9K +363 +1%
SSG
1999
Summit Securities Group
New York
$2.81M +$1.16M +11,400 +70%
Tudor Investment Corp
2000
Tudor Investment Corp
Connecticut
$2.81M -$10.8M -106,128 -79%
78 79
80
81 82