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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 %
AWM
2076
Altium Wealth Management
New York
$1.63M +$238K +2,605 +17%
GLI
2077
Guardian Life Insurance
New York
$1.62M -$656K -7,187 -29%
CPIA
2078
Cornell Pochily Investment Advisors
New York
$1.62M -$45K -493 -3%
NWS
2079
Newport Wealth Strategies
California
$1.62M +$106K +1,162 +7%
B
2080
Brightworth
Georgia
$1.61M +$182 +2 +0%
RWM
2081
Ritholtz Wealth Management
New York
$1.6M -$113K -1,240 -7%
DW
2082
Domani Wealth
Pennsylvania
$1.6M +$87.3K +956 +6%
RFA
2083
Reilly Financial Advisors
California
$1.59M +$80.1K +878 +5%
CCM
2084
Canal Capital Management
Virginia
$1.59M -$165K -1,811 -9%
ECAM
2085
East Coast Asset Management
Massachusetts
$1.58M -$183K -2,006 -10%
LA
2086
Lau Associates
Delaware
$1.58M -$27.4K -300 -2%
IFS
2087
Ifrah Financial Services
Arkansas
$1.58M -$16.3K -179 -1%
CHA
2088
Cedar Hill Associates
Illinois
$1.57M +$92.3K +1,011 +6%
CAC
2089
Certified Advisory Corp
Florida
$1.57M +$215K +2,353 +16%
TH
2090
Timber Hill
Connecticut
$1.57M -$9.94M -108,875 -86%
CWA
2091
Cypress Wealth Advisors
California
$1.57M -$47.9K -525 -3%
AWM
2092
Aevitas Wealth Management
Massachusetts
$1.57M +$76.1K +834 +5%
BWM
2093
Baystate Wealth Management
Massachusetts
$1.56M +$657K +6,893 +72%
HFA
2094
Huber Financial Advisors
Illinois
$1.56M +$872K +9,548 +126%
VDFA
2095
Vickerman & Driscoll Financial Advisors
Washington
$1.56M +$55.1K +604 +4%
YMRC
2096
Yorktown Management & Research Company
Virginia
$1.55M – – –
SWMG
2097
Signature Wealth Management Group
Georgia
$1.55M +$276K +3,022 +22%
MFS
2098
Madrona Financial Services
Washington
$1.55M +$200K +2,192 +15%
PFBT
2099
Parkside Financial Bank & Trust
Missouri
$1.54M -$191K -2,089 -11%
SFWA
2100
Summit Financial Wealth Advisors
Louisiana
$1.54M -$56.1K -615 -4%
82 83
84
85 86