MSFT icon

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 %
AC
2301
Addison Capital
Pennsylvania
$930K -$90.9K -996 -9%
AWM
2302
Arbor Wealth Management
Florida
$930K -$2.16K -22 -0.2%
WP
2303
WealthSource Partners
California
$928K -$88.4K -969 -9%
BI
2304
Ballast Inc
Kentucky
$926K +$141K +1,541 +18%
TL
2305
TrueWealth LLC
Georgia
$923K -$23K -252 -2%
FHB
2306
First Hawaiian Bank
Hawaii
$923K +$89.4K +979 +11%
QPWM
2307
Quadrant Private Wealth Management
Pennsylvania
$922K +$110K +1,203 +14%
CAM
2308
CenterStar Asset Management
Illinois
$921K – – –
SCP
2309
Syntal Capital Partners
Texas
$917K -$59.1K -648 -6%
FCM
2310
Force Capital Management
New York
$913K +$913K +10,000 New
NCGI
2311
Next Century Growth Investors
Minnesota
$912K -$1.94M -21,312 -68%
KP
2312
Keel Point
Alabama
$911K +$44.2K +485 +5%
SIA
2313
Starfire Investment Advisers
Michigan
$909K -$259K -2,845 -22%
WOC
2314
West Oak Capital
California
$905K -$98.2K -1,076 -10%
VA
2315
Valmark Advisers
Ohio
$896K -$239K -2,622 -21%
EM
2316
ELCO Management
New York
$895K +$26.5K +290 +3%
FA
2317
FMA Advisory
Pennsylvania
$894K +$1.64K +18 +0.2%
FBT
2318
First Bank & Trust
South Dakota
$889K -$17.2K -188 -2%
GAM
2319
Gemmer Asset Management
California
$889K +$211K +2,308 +31%
FMB
2320
Field & Main Bank
Kentucky
$888K +$97.8K +1,070 +12%
MBA
2321
McQueen Ball & Associates
Pennsylvania
$886K -$32K -350 -3%
SIAS
2322
Shine Investment Advisory Services
Colorado
$886K +$26.6K +292 +3%
AIM
2323
Arcadia Investment Management
Michigan
$885K – – –
BCA
2324
Berman Capital Advisors
Georgia
$882K -$1.25M -13,729 -59%
MLFP
2325
MPS Loria Financial Planners
Illinois
$877K -$6.21K -68 -0.7%
91 92
93
94 95