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Microsoft
MSFT

Overview Fund Activity

3,117 hedge funds and large institutions have $750B invested in Microsoft in 2019 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 1,238 increasing their positions, 1,544 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,117
Holders Change
+6
Holders Change %
+0.19%
% of All Funds
67.81%
Holding in Top 10
1,560
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+4.35%
% of All Funds
33.94%
New
111
Increased
1,238
Reduced
1,544
Closed
66
Calls
$8.89B
Puts
$9.47B
Net Calls
-$582M
Net Calls Change
+$383M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$8.69B
2
Invesco
Invesco
Georgia
+$1.73B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.03B
4
BlackRock
BlackRock
New York
+$913M
5
Deutsche Bank
Deutsche Bank
Germany
+$782M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$948M
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$944M
3
Capital World Investors
Capital World Investors
California
-$656M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$474M
5
ECU
Egerton Capital (UK)
United Kingdom
-$468M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSA
2001
South Street Advisors
New York
$3.55M +$146K +1,090 +4%
PV
2002
Private Vista
Illinois
$3.55M +$120K +893 +3%
BPA
2003
Beacon Pointe Advisors
California
$3.54M -$2.61M -19,429 -42%
NFG
2004
Nadler Financial Group
Illinois
$3.54M -$21K -157 -0.6%
TRCT
2005
Tower Research Capital (TRC)
New York
$3.54M -$13.5M -100,485 -79%
PI
2006
PFS Investments
Georgia
$3.53M +$2.09M +15,248 +145%
IIA
2007
IPG Investment Advisors
California
$3.53M -$93K -694 -3%
RFA
2008
Reilly Financial Advisors
California
$3.52M +$69.4K +518 +2%
FI
2009
Fosun International
China
$3.52M -$12.7K -95 -0.4%
AIM
2010
Aspen Investment Management
Michigan
$3.52M -$32.6K -243 -0.9%
VCM
2011
Versant Capital Management
Arizona
$3.51M -$149K -1,110 -4%
HCA
2012
Harbour Capital Advisors
Virginia
$3.5M -$14.3K -107 -0.4%
CCM
2013
Cribstone Capital Management
Maine
$3.5M +$180K +1,346 +5%
JDR
2014
Jay D. Rosenbaum
$3.49M -$65.6K -490 -2%
PL
2015
Plancorp LLC
Missouri
$3.49M +$56.9K +425 +2%
WA1
2016
Wimmer Associates 1
California
$3.49M -$92K -687 -3%
VCM
2017
Virtue Capital Management
Tennessee
$3.48M +$2.79M +20,792 +399%
CI
2018
CX Institutional
Indiana
$3.46M +$145K +1,081 +4%
PIM
2019
Platinum Investment Management
Australia
$3.46M – – –
QCM
2020
Quest Capital Management
Texas
$3.45M -$952K -7,104 -22%
FIM
2021
Fruth Investment Management
Texas
$3.44M -$30.1K -225 -0.9%
CPA
2022
Clear Perspective Advisors
Illinois
$3.43M -$132K -988 -4%
KCM
2023
Karp Capital Management
California
$3.42M +$172K +1,281 +5%
TPA
2024
Trivium Point Advisory
Connecticut
$3.42M +$13.3K +99 +0.4%
TC
2025
Truvestments Capital
Florida
$3.4M +$45.4K +339 +1%
79 80
81
82 83