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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 %
PAA
2026
Peregrine Asset Advisers
Oregon
$1.8M -$331K -3,621 -16%
BEC
2027
Blue Edge Capital
Virginia
$1.79M -$43.9K -481 -2%
ACM
2028
Ashford Capital Management
Delaware
$1.79M -$14.4K -158 -0.8%
GBT
2029
Grove Bank & Trust
Florida
$1.78M -$28.4K -311 -2%
MIM
2030
Montgomery Investment Management
Maryland
$1.78M – – –
BOS
2031
Bank of Stockton
California
$1.78M -$235K -2,580 -12%
PTCG
2032
Pring Turner Capital Group
California
$1.77M -$1.05M -11,460 -37%
CC
2033
Cedar Capital
Illinois
$1.77M +$834K +9,139 +89%
WI
2034
Wintrust Investments
Illinois
$1.77M -$1.5M -16,466 -46%
CWS
2035
Cypress Wealth Services
California
$1.77M -$20.6K -226 -1%
FI
2036
FormulaFolio Investments
Michigan
$1.77M +$73.5K +805 +4%
WI
2037
Wedgewood Investors
Pennsylvania
$1.76M -$1.1K -12 -0.1%
PG
2038
Proffitt & Goodson
Tennessee
$1.76M -$44.2K -484 -2%
HIC
2039
Harvey Investment Company
Kentucky
$1.76M +$16.7K +183 +1%
SNBOSD
2040
Security National Bank of So Dak
Iowa
$1.75M -$76.1K -834 -4%
CA
2041
Capital Advantage
California
$1.75M +$449K +4,919 +35%
MMHP
2042
Murphy Middleton Hinkle & Parker
Georgia
$1.75M – – –
MA
2043
MCF Advisors
Kentucky
$1.75M +$14.4K +158 +0.8%
PGWM
2044
Parisi Gray Wealth Management
New Jersey
$1.74M -$5.47K -61 -0.3%
PWM
2045
Perigon Wealth Management
California
$1.74M +$656K +7,182 +61%
YRHAM
2046
Yong Rong (HK) Asset Management
Hong Kong
$1.73M +$1.73M +19,000 New
JGIA
2047
Jackson Grant Investment Advisers
Connecticut
$1.73M +$61.8K +677 +4%
SJL
2048
Shayne & Jacobs LLC
Tennessee
$1.73M -$80.2K -879 -4%
SIM
2049
SSI Investment Management
California
$1.73M -$25.5K -279 -1%
IIM
2050
Intact Investment Management
Quebec, Canada
$1.72M -$17.5M -191,800 -91%
80 81
82
83 84