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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 %
I2I
2576
Insight 2811 Inc
Illinois
$305K – – –
DIM
2577
DC Investments Management
Virginia
$304K +$304K +3,550 New
EARNEST Partners
2578
EARNEST Partners
Georgia
$303K – – –
CF
2579
Corrigan Financial
Rhode Island
$302K -$8.98K -105 -3%
GCA
2580
Gradient Capital Advisors
California
$302K +$302K +3,533 New
PCA
2581
Peddock Capital Advisors
Massachusetts
$301K – – –
DWM
2582
Dorchester Wealth Management
Quebec, Canada
$300K – – –
CB
2583
Cooke & Bieler
Pennsylvania
$299K – – –
GAAM
2584
Guinness Atkinson Asset Management
California
$297K – – –
CWM
2585
Cahaba Wealth Management
Georgia
$294K +$2.22K +26 +0.8%
AA
2586
Apriem Advisors
California
$294K +$27.2K +318 +10%
RBC
2587
Roble Belko & Company
Pennsylvania
$292K +$43.8K +512 +18%
FFW
2588
Fusion Family Wealth
New York
$292K +$251K +2,975 +610%
DPI
2589
Diversified Portfolios Inc
Michigan
$290K -$54.3K -634 -16%
LFG
2590
Larson Financial Group
Missouri
$288K +$288K +3,371 New
SFG
2591
StrategIQ Financial Group
Indiana
$287K +$17.1K +200 +6%
RIS
2592
Retirement Income Solutions
Michigan
$287K +$287K +3,350 New
BWM
2593
BigSur Wealth Management
Florida
$286K +$1.71K +20 +0.6%
LWA
2594
Lowe Wealth Advisors
Maryland
$283K +$85 +1 +0%
KFA
2595
Kabarec Financial Advisors
Illinois
$282K +$282K +3,294 New
NI
2596
NFC Investments
Tennessee
$281K – – –
HCM
2597
Harvest Capital Management
New Hampshire
$280K – – –
CWM
2598
Catamount Wealth Management
Connecticut
$280K +$4.18K +49 +2%
TCM
2599
Towercrest Capital Management
Pennsylvania
$276K +$4.88K +57 +2%
FPGK
2600
Financial Partners Group (Kansas)
Kansas
$276K +$276K +3,221 New
102 103
104
105 106