MSFT icon

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 %
CANY
2001
Caxton Associates (New York)
New York
$2.8M -$1.4M -13,825 -33%
NFG
2002
Nadler Financial Group
Illinois
$2.8M +$14.9K +147 +0.5%
CRCM
2003
Crystal Rock Capital Management
Illinois
$2.8M – – –
CIP
2004
Capital Insight Partners
Arizona
$2.79M -$9.45K -93 -0.3%
ACP
2005
Aviance Capital Partners
Florida
$2.78M +$365K +3,596 +15%
UTC
2006
Unified Trust Company
Kentucky
$2.78M +$2.78M +27,328 New
MIC
2007
Meridian Investment Counsel
California
$2.77M +$12.7K +125 +0.5%
VCM
2008
Versant Capital Management
Arizona
$2.76M +$8.23K +81 +0.3%
PWA
2009
Providence Wealth Advisors
Illinois
$2.76M -$91.1K -907 -3%
AWM
2010
Aries Wealth Management
Maine
$2.76M -$31.4K -309 -1%
FIM
2011
Fruth Investment Management
Texas
$2.76M -$96.5K -950 -3%
IWP
2012
Icon Wealth Partners
Texas
$2.76M -$12.1K -119 -0.4%
RBFC
2013
Roman Butler Fullerton & Co
Missouri
$2.76M +$2.76M +26,599 New
GI
2014
GS Investments
Minnesota
$2.75M +$418K +4,120 +18%
BS
2015
Bessemer Securities
New York
$2.75M +$2.75M +27,090 New
MCP
2016
Martin Capital Partners
Oregon
$2.75M +$218K +2,146 +9%
BCA
2017
Bray Capital Advisors
Florida
$2.75M +$349K +3,435 +15%
HCM
2018
Hengehold Capital Management
Ohio
$2.75M +$25.7K +253 +0.9%
IIA
2019
IPG Investment Advisors
California
$2.74M +$219K +2,156 +9%
CIA
2020
CSat Investment Advisory
Michigan
$2.74M -$522K -5,137 -16%
CFGS
2021
Concourse Financial Group Securities
Alabama
$2.73M +$1.77M +17,480 +185%
ARMC
2022
American Research & Management Company
Massachusetts
$2.73M -$96.5K -950 -3%
HI
2023
Human Investing
Oregon
$2.73M +$2.73M +26,841 New
AIM
2024
AMI Investment Management
Indiana
$2.72M – – –
KC
2025
Knuff & Co
California
$2.71M +$2.71M +26,725 New
79 80
81
82 83