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Microsoft
MSFT

Overview Fund Activity

2,782 hedge funds and large institutions have $516B invested in Microsoft in 2018 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 1,050 increasing their positions, 1,405 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,782
Holders Change
+37
Holders Change %
+1.35%
% of All Funds
63.85%
Holding in Top 10
1,221
Holding in Top 10 Change
+103
Holding in Top 10 Change %
+9.21%
% of All Funds
28.02%
New
150
Increased
1,050
Reduced
1,405
Closed
76
Calls
$4.8B
Puts
$6.87B
Net Calls
-$2.07B
Net Calls Change
+$389M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.5B
2
Deutsche Bank
Deutsche Bank
Germany
+$1.54B
3
Capital Research Global Investors
Capital Research Global Investors
California
+$1.48B
4
EVM
Eaton Vance Management
Massachusetts
+$869M
5
Goldman Sachs
Goldman Sachs
New York
+$817M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$4.19B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.35B
3
State Street
State Street
Massachusetts
-$1.34B
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.19B
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$936M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
2001
AT Bancorp
Iowa
$1.89M +$53K +581 +3%
AIS
2002
AlphaOne Investment Services
Pennsylvania
$1.89M +$1.61M +17,623 +566%
HFM
2003
Hartford Financial Management
Connecticut
$1.88M +$9.76K +107 +0.5%
THWM
2004
Taylor Hoffman Wealth Management
Virginia
$1.88M +$239K +2,620 +15%
ICOM
2005
Investment Counselors of Maryland
Maryland
$1.87M -$132K -1,450 -7%
EA
2006
Emerald Advisers
Pennsylvania
$1.87M -$103K -1,124 -5%
BWM
2007
BerganKDV Wealth Management
Minnesota
$1.87M -$42.3K -463 -2%
SS
2008
Sunbelt Securities
Texas
$1.87M +$92.4K +1,013 +5%
MC
2009
Miles Capital
Iowa
$1.86M -$224K -2,457 -11%
CA
2010
Cynosure Advisors
Utah
$1.86M -$778K -8,526 -30%
PC
2011
Palo Capital
California
$1.86M +$29.3K +321 +2%
NED
2012
Nancy E. Dempze
$1.85M -$55K -603 -3%
GP
2013
Greenline Partners
New York
$1.85M -$673K -7,378 -27%
TFS
2014
TrustCore Financial Services
Tennessee
$1.85M +$206K +2,254 +13%
SMM
2015
Stadion Money Management
Georgia
$1.84M -$237K -2,594 -11%
AWS
2016
AJ Wealth Strategies
New York
$1.84M +$181K +1,979 +11%
BOC
2017
Barbara Oil Co
Illinois
$1.83M – – –
FMTCOCP
2018
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.81M +$4.56K +50 +0.3%
CCM
2019
Carlson Capital Management
Minnesota
$1.81M -$239K -2,620 -12%
TCM
2020
Tributary Capital Management
Nebraska
$1.81M -$110K -1,200 -6%
SWA
2021
Sutton Wealth Advisors
Florida
$1.81M – – –
RM
2022
Resource Management
Louisiana
$1.81M -$12.9K -141 -0.7%
CT
2023
CPF Texas
Texas
$1.8M – – –
SMC
2024
S. Muoio & Co
New York
$1.8M -$45.6K -500 -2%
CCA
2025
Catalyst Capital Advisors
New York
$1.8M -$155K -1,700 -8%
79 80
81
82 83