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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 %
GLLW
2376
Graves Light Lenhart Wealth
Virginia
$1.44M +$1.44M +14,169 New
FCFS
2377
First Command Financial Services
Texas
$1.43M -$275K -2,708 -16%
FCB
2378
First Command Bank
Texas
$1.43M -$275K -2,708 -16%
SBWM
2379
Sunflower Bank Wealth Management
Arizona
$1.43M -$32.5K -320 -2%
W
2380
Wealthquest
Ohio
$1.43M +$1.43M +14,094 New
NERM
2381
New England Research & Management
Illinois
$1.43M -$320K -3,148 -18%
SIC
2382
Shoker Investment Counsel
Ohio
$1.43M +$328K +3,231 +30%
AIA
2383
Angeles Investment Advisors
California
$1.43M +$1.43M +14,071 New
LWA
2384
Lenox Wealth Advisors
New York
$1.42M +$75.5K +743 +6%
AI
2385
Accredited Investors
Minnesota
$1.42M +$283K +2,789 +25%
GP
2386
Geneva Partners
Wisconsin
$1.41M +$1.41M +13,904 New
IFS
2387
Ifrah Financial Services
Arkansas
$1.41M -$293K -2,879 -17%
HCM
2388
Hilton Capital Management
New York
$1.41M +$273K +2,690 +24%
TP
2389
Truvvo Partners
New York
$1.4M -$270K -2,655 -16%
AAM
2390
AR Asset Management
California
$1.4M – – –
AIA
2391
Alera Investment Advisors
Illinois
$1.4M +$1.4M +13,777 New
SCM
2392
Sterneck Capital Management
Missouri
$1.4M -$398K -3,917 -22%
GCP
2393
Gill Capital Partners
Colorado
$1.39M +$1.39M +8,680 New
OFW
2394
Omnia Family Wealth
Florida
$1.39M – – –
VNB
2395
Virginia National Bank
Virginia
$1.39M – – –
PHAM
2396
Palisades Hudson Asset Management
Florida
$1.39M +$32.8K +323 +2%
GI
2397
Gradient Investments
Minnesota
$1.39M +$371K +3,648 +37%
BFPW
2398
BOK Financial Private Wealth
Colorado
$1.38M +$580K +5,713 +73%
GCM
2399
Gables Capital Management
Florida
$1.38M +$142K +1,400 +12%
LB
2400
Legacy Bridge
Iowa
$1.37M +$1.37M +13,494 New
94 95
96
97 98