MSFT icon

Microsoft
MSFT

Overview Fund Activity

2,810 hedge funds and large institutions have $552B invested in Microsoft in 2018 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 1,156 increasing their positions, 1,320 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,810
Holders Change
+28
Holders Change %
+1.01%
% of All Funds
64.42%
Holding in Top 10
1,289
Holding in Top 10 Change
+68
Holding in Top 10 Change %
+5.57%
% of All Funds
29.55%
New
104
Increased
1,156
Reduced
1,320
Closed
48
Calls
$5.22B
Puts
$5.75B
Net Calls
-$537M
Net Calls Change
+$1.54B

Top Buyers

1
BlackRock
BlackRock
New York
+$669M
2
UBS Group
UBS Group
Switzerland
+$626M
3
O
OppenheimerFunds
New York
+$625M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$623M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$529M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.68B
2
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$1.1B
3
Franklin Resources
Franklin Resources
California
-$883M
4
Gates Foundation Trust
Gates Foundation Trust
Washington
-$789M
5
EVM
Eaton Vance Management
Massachusetts
-$782M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
2251
Flaharty Asset Management
Florida
$1.17M -$181K -1,835 -13%
SLA
2252
Silver Lake Advisory
Utah
$1.17M -$60.7K -881 -5%
DTL
2253
Dynamic Technology Lab
Singapore
$1.17M +$1.17M +11,844 New
GC
2254
Gilbert & Cook
Iowa
$1.17M +$94.4K +957 +9%
KP
2255
Keel Point
Alabama
$1.16M +$177K +1,795 +18%
HFA
2256
High Falls Advisors
New York
$1.16M +$690 +7 +0.1%
SBA
2257
Secrest Blakey & Associates
North Carolina
$1.16M +$35.2K +357 +3%
RVPG
2258
Relative Value Partners Group
$1.16M -$256K -2,595 -18%
HA
2259
Harfst & Associates
Wyoming
$1.16M +$14.6K +148 +1%
PCM
2260
Pointe Capital Management
Michigan
$1.15M -$106K -1,073 -8%
SAM
2261
Summit Asset Management
Tennessee
$1.14M -$33K -335 -3%
LRIA
2262
Leonard Rickey Investment Advisors
Washington
$1.14M -$2.76K -28 -0.2%
BCP
2263
Berkeley Capital Partners
Georgia
$1.14M -$197K -2,004 -15%
FNBSF
2264
First National Bank Sioux Falls
South Dakota
$1.14M -$30K -304 -3%
PSC
2265
Prentiss Smith & Co
Vermont
$1.14M – – –
SIC
2266
Shoker Investment Counsel
Ohio
$1.13M -$2.47K -25 -0.2%
WA
2267
Wealth Architects
California
$1.13M +$9.17K +93 +0.8%
LWM
2268
Lyons Wealth Management
Florida
$1.12M +$798K +8,084 +245%
GHAM
2269
Gilman Hill Asset Management
Connecticut
$1.12M -$20.2K -205 -2%
CIAS
2270
Capital Investment Advisory Services
North Carolina
$1.12M +$103K +1,044 +10%
CHP
2271
Cable Hill Partners
Oregon
$1.12M +$85.6K +869 +8%
SQA
2272
Simon Quick Advisors
New Jersey
$1.12M +$66.6K +675 +6%
LD
2273
Lipe & Dalton
New York
$1.11M – – –
TIM
2274
Tortoise Investment Management
New York
$1.11M +$29.6K +300 +3%
PFT
2275
Providence First Trust
Arizona
$1.11M +$1.11M +11,235 New
89 90
91
92 93