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Microsoft
MSFT

Overview Fund Activity

2,745 hedge funds and large institutions have $487B invested in Microsoft in 2017 Q4 according to their latest regulatory filings, with 343 funds opening new positions, 951 increasing their positions, 1,268 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,745
Holders Change
+266
Holders Change %
+10.73%
% of All Funds
62.34%
Holding in Top 10
1,118
Holding in Top 10 Change
+143
Holding in Top 10 Change %
+14.67%
% of All Funds
25.39%
New
343
Increased
951
Reduced
1,268
Closed
49
Calls
$4.65B
Puts
$7.11B
Net Calls
-$2.46B
Net Calls Change
-$1.79B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.04B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$853M
3
AAMU
Amundi Asset Management US
Massachusetts
+$778M
4
TCI Fund Management
TCI Fund Management
United Kingdom
+$690M
5
Barclays
Barclays
United Kingdom
+$452M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.51B
2
Credit Agricole
Credit Agricole
France
-$771M
3
Bank of America
Bank of America
North Carolina
-$759M
4
Gates Foundation Trust
Gates Foundation Trust
Washington
-$684M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$536M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWSM
2526
First Wilshire Securities Management
California
$372K -$257K -3,000 -41%
VCM
2527
Vivaldi Capital Management
Illinois
$371K +$64.5K +753 +21%
IGGA
2528
Iron Gate Global Advisors
Utah
$369K -$152K -1,775 -29%
CB
2529
CNB Bank
Pennsylvania
$367K +$367K +4,293 New
Sands Capital Management
2530
Sands Capital Management
Virginia
$364K – – –
LK
2531
Lumbard & Kellner
New Hampshire
$364K – – –
JAM
2532
Jolley Asset Management
North Carolina
$362K -$5.99K -70 -2%
BWP
2533
BSW Wealth Partners
Colorado
$359K +$18.5K +217 +5%
PWM
2534
Paulson Wealth Management
Illinois
$356K +$356K +4,165 New
CFN
2535
Cordasco Financial Network
Florida
$355K +$64.2K +750 +22%
IAM
2536
Integre Asset Management
New York
$354K -$1.99M -23,279 -85%
CAM
2537
Concorde Asset Management
Michigan
$353K -$102K -1,186 -22%
IIM
2538
Ironwood Investment Management
Massachusetts
$353K – – –
ACM
2539
Advisors Capital Management
New Jersey
$351K +$73.3K +856 +26%
MWM
2540
MinichMacGregor Wealth Management
New York
$349K +$11K +129 +3%
SLG
2541
Stanley-Laman Group
Pennsylvania
$348K -$30.5K -356 -8%
OAM
2542
Oberweis Asset Management
Illinois
$346K -$88.8K -1,040 -20%
LFS
2543
Legacy Financial Strategies
Kansas
$345K +$345K +4,038 New
SEIA
2544
Signature Estate & Investment Advisors
California
$344K +$39K +456 +13%
CCM
2545
Carderock Capital Management
Maryland
$343K -$856 -10 -0.2%
PCA
2546
Private Capital Advisors
Connecticut
$342K -$1.01M -11,875 -75%
KIC
2547
Keating Investment Counselors
Florida
$342K -$112K -1,310 -25%
FI
2548
FCM Investments
Texas
$342K – – –
DLG
2549
Daniel L. Goodwin
$342K – – –
MFT
2550
Moisand Fitzgerald Tamayo
Florida
$336K – – –
100 101
102
103 104