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Microsoft
MSFT

Overview Fund Activity

2,842 hedge funds and large institutions have $643B invested in Microsoft in 2018 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 1,097 increasing their positions, 1,398 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,842
Holders Change
+32
Holders Change %
+1.14%
% of All Funds
65.08%
Holding in Top 10
1,374
Holding in Top 10 Change
+85
Holding in Top 10 Change %
+6.59%
% of All Funds
31.46%
New
113
Increased
1,097
Reduced
1,398
Closed
58
Calls
$5.79B
Puts
$6.74B
Net Calls
-$949M
Net Calls Change
-$412M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$7.25B
2
State Street
State Street
Massachusetts
+$1.91B
3
Fundsmith LLP
Fundsmith LLP
United Kingdom
+$1.38B
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.2B
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.01B

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$7.62B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.33B
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$1.08B
4
Gates Foundation Trust
Gates Foundation Trust
Washington
-$915M
5
Franklin Resources
Franklin Resources
California
-$773M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
2076
Montgomery Investment Management
Maryland
$2.23M -$114 -1 -0%
TCM
2077
Tributary Capital Management
Nebraska
$2.23M +$39.5K +345 +2%
CAN
2078
Claraphi Advisory Network
United States
$2.23M +$758K +6,621 +52%
WI
2079
Wedgewood Investors
Pennsylvania
$2.21M – – –
CA
2080
Capital Advantage
California
$2.2M +$46.5K +407 +2%
EMG
2081
ETF Managers Group
New Jersey
$2.2M +$239K +2,094 +12%
HK
2082
Horizon Kinetics
New York
$2.19M +$102K +890 +5%
MMHP
2083
Murphy Middleton Hinkle & Parker
Georgia
$2.19M – – –
SAM
2084
Symphony Asset Management
California
$2.19M -$11M -96,348 -83%
CT
2085
CPF Texas
Texas
$2.18M -$85.1K -744 -4%
AMIM
2086
Aull & Monroe Investment Management
Alabama
$2.18M +$37.2K +325 +2%
CC
2087
Claybrook Capital
Massachusetts
$2.17M – – –
IIM
2088
Intact Investment Management
Quebec, Canada
$2.16M – – –
SJL
2089
Shayne & Jacobs LLC
Tennessee
$2.16M – – –
ICM
2090
IMS Capital Management
Oregon
$2.15M -$81.6K -714 -4%
NED
2091
Nancy E. Dempze
$2.15M -$67.1K -587 -3%
KA
2092
Kaizen Advisory
Illinois
$2.13M – – –
GLA
2093
Good Life Advisors
Pennsylvania
$2.13M +$343K +2,995 +19%
PC
2094
Palo Capital
California
$2.13M -$298K -2,602 -12%
FMTCOCP
2095
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.12M -$17.2K -150 -0.8%
AC
2096
AMS Capital
Brazil
$2.12M +$2.12M +18,540 New
BBWA
2097
Bell & Brown Wealth Advisors
California
$2.11M +$1.39K +13 +0.1%
CCM
2098
Chickasaw Capital Management
Tennessee
$2.11M +$871K +7,615 +71%
IAMOG
2099
Investors Asset Management of Georgia
Georgia
$2.09M -$2.86K -25 -0.1%
SNBOSD
2100
Security National Bank of So Dak
Iowa
$2.09M -$69.2K -605 -3%
82 83
84
85 86