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Microsoft
MSFT

Overview Fund Activity

3,117 hedge funds and large institutions have $750B invested in Microsoft in 2019 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 1,238 increasing their positions, 1,544 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,117
Holders Change
+6
Holders Change %
+0.19%
% of All Funds
67.81%
Holding in Top 10
1,560
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+4.35%
% of All Funds
33.94%
New
111
Increased
1,238
Reduced
1,544
Closed
66
Calls
$8.89B
Puts
$9.47B
Net Calls
-$582M
Net Calls Change
+$383M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$8.69B
2
Invesco
Invesco
Georgia
+$1.73B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.03B
4
BlackRock
BlackRock
New York
+$913M
5
Deutsche Bank
Deutsche Bank
Germany
+$782M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$948M
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$944M
3
Capital World Investors
Capital World Investors
California
-$656M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$474M
5
ECU
Egerton Capital (UK)
United Kingdom
-$468M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
2276
Ameritas Investment Company
Nebraska
$2.21M -$1.41M -10,538 -39%
HHGA
2277
Halbert Hargrove Global Advisors
California
$2.21M +$2.21M +16,464 New
WAAG
2278
Wealth Alliance Advisory Group
Kansas
$2.2M -$424K -3,051 -16%
TL
2279
TrueWealth LLC
Georgia
$2.2M +$3.22K +24 +0.1%
MSS
2280
Mitchell Sinkler & Starr
Pennsylvania
$2.19M +$288K +2,150 +15%
SAM
2281
Seelaus Asset Management
New Jersey
$2.19M -$13.4K -100 -0.6%
DW
2282
Domani Wealth
Pennsylvania
$2.18M +$26K +194 +1%
PCM
2283
Prelude Capital Management
New York
$2.18M -$4.74M -35,406 -69%
PI
2284
PHH Investments
Texas
$2.18M -$60K -448 -3%
GFS
2285
GYL Financial Synergies
Connecticut
$2.17M +$134 +1 +0%
BCA
2286
Berman Capital Advisors
Georgia
$2.17M +$276K +2,058 +15%
CW
2287
CreativeOne Wealth
Kansas
$2.17M +$346K +2,580 +19%
ACA
2288
Atlas Capital Advisors
Wyoming
$2.16M +$71K +530 +3%
MWPCG
2289
Measured Wealth Private Client Group
New Hampshire
$2.16M -$176K -1,312 -8%
PAS
2290
Partnervest Advisory Services
California
$2.15M -$92.7K -692 -4%
KA
2291
Klingman & Associates
New York
$2.15M +$9.64K +72 +0.5%
PG
2292
Proffitt & Goodson
Tennessee
$2.15M +$7.5K +56 +0.4%
EWM
2293
Evermay Wealth Management
Virginia
$2.15M -$120K -899 -5%
DWM
2294
Destination Wealth Management
California
$2.15M +$324K +2,418 +18%
FC
2295
Forte Capital
New York
$2.14M +$81.7K +610 +4%
SMH
2296
Sanders Morris Harris
Texas
$2.14M +$1.66M +12,298 +342%
OCM
2297
Orser Capital Management
Texas
$2.14M -$9.6K -71 -0.4%
RWM
2298
Ritholtz Wealth Management
New York
$2.14M -$151K -1,128 -7%
PK
2299
Pflug Koory
Nebraska
$2.13M – – –
FC
2300
Financial Consulate
Maryland
$2.13M +$186K +1,387 +10%
90 91
92
93 94