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Microsoft
MSFT

Overview Fund Activity

3,085 hedge funds and large institutions have $567B invested in Microsoft in 2018 Q4 according to their latest regulatory filings, with 364 funds opening new positions, 1,204 increasing their positions, 1,327 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,085
Holders Change
+243
Holders Change %
+8.55%
% of All Funds
68.85%
Holding in Top 10
1,459
Holding in Top 10 Change
+85
Holding in Top 10 Change %
+6.19%
% of All Funds
32.56%
New
364
Increased
1,204
Reduced
1,327
Closed
94
Calls
$5.99B
Puts
$7.21B
Net Calls
-$1.22B
Net Calls Change
-$272M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.56B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.29B
3
TCI Fund Management
TCI Fund Management
United Kingdom
+$874M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$721M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$633M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$880M
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$813M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$668M
4
Franklin Resources
Franklin Resources
California
-$640M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$571M
Name Holding Trade Value Shares
Change 		Shares
Change %
CASB
2251
Cape Ann Savings Bank
Massachusetts
$1.78M +$33.2K +311 +2%
TWM
2252
Torch Wealth Management
Ohio
$1.77M +$415K +4,086 +31%
BWP
2253
Bernardo Wealth Planning
Pennsylvania
$1.77M +$1.77M +17,382 New
OFS
2254
Orrstown Financial Services
Pennsylvania
$1.76M -$32.5K -320 -2%
SLA
2255
Silver Lake Advisory
Utah
$1.76M -$13.8K -136 -0.8%
CBT
2256
Central Bank & Trust
Kentucky
$1.76M +$658K +6,478 +60%
CWM
2257
Confluence Wealth Management
Oregon
$1.76M +$10.1K +99 +0.6%
VDFA
2258
Vickerman & Driscoll Financial Advisors
Washington
$1.76M +$93K +915 +6%
SIM
2259
SSI Investment Management
California
$1.76M +$56.8K +559 +3%
CAC
2260
Certified Advisory Corp
Florida
$1.75M +$22.5K +221 +1%
BCM
2261
Brookstone Capital Management
Illinois
$1.75M +$304K +2,990 +21%
FSCM
2262
Front Street Capital Management
Montana
$1.75M -$55.7K -549 -3%
BIM
2263
Beach Investment Management
Pennsylvania
$1.74M -$604K -5,950 -26%
ECAM
2264
East Coast Asset Management
Massachusetts
$1.74M -$20.2K -199 -1%
GTAM
2265
Global Trust Asset Management
Florida
$1.74M +$825K +8,120 +90%
ESB
2266
Essex Savings Bank
Connecticut
$1.74M +$1.74M +17,120 New
PTCG
2267
Pring Turner Capital Group
California
$1.74M -$21.8K -215 -1%
GWMIA
2268
Global Wealth Management Investment Advisory
Florida
$1.74M +$1.74M +17,089 New
SAM
2269
Security Asset Management
New York
$1.73M +$50.8K +500 +3%
GLA
2270
Good Life Advisors
Pennsylvania
$1.73M -$158K -1,552 -8%
OSIA
2271
O'Shares Investment Advisers
Massachusetts
$1.73M +$1.73M +17,030 New
YMRC
2272
Yorktown Management & Research Company
Virginia
$1.73M – – –
PP
2273
Paloma Partners
Connecticut
$1.72M -$539K -5,311 -24%
EWM
2274
Evermay Wealth Management
Virginia
$1.72M +$102K +1,001 +6%
BCP
2275
Blackhawk Capital Partners
Wisconsin
$1.71M -$11.2K -110 -0.7%
89 90
91
92 93