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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
$16.1B
2
Vanguard Group
Vanguard Group
Pennsylvania
$49.8B
3
AAMU
Amundi Asset Management US
Massachusetts
$2.26B
4
TCI Fund Management
TCI Fund Management
United Kingdom
$690M
5
Barclays
Barclays
United Kingdom
$865M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$26B
2
Credit Agricole
Credit Agricole
France
$24.5M
3
Bank of America
Bank of America
North Carolina
$6.71B
4
Gates Foundation Trust
Gates Foundation Trust
Washington
$4.11B
5
Bank of New York Mellon
Bank of New York Mellon
New York
$9.14B
Name Holding Trade Value Shares
Change 		Shares
Change %
PCFFS
2626
Pacific Center for Financial Services
California
$241K +$21.4K +250 +10%
TBA
2627
Train Babcock Advisors
New York
$239K -$90.1K -1,050 -27%
BJ
2628
Brouwer & Janachowski
California
$238K -$26.1K -305 -10%
MAP
2629
Milestone Advisory Partners
North Carolina
$238K +$238K +2,779 New
KFA
2630
Kays Financial Advisory
Georgia
$237K +$237K +2,762 New
FPIS
2631
Financial Planning & Information Services
Wisconsin
$235K – – –
KCM
2632
Karp Capital Management
California
$234K -$77.7K -910 -25%
ALIONA
2633
Allianz Life Insurance of North America
Minnesota
$233K -$37.6K -440 -14%
LBA
2634
Letko, Brosseau & Associates
Quebec, Canada
$231K +$231K +2,700 New
NEIRG
2635
New England Investment & Retirement Group
Massachusetts
$230K – – –
SCM
2636
Shapiro Capital Management
Georgia
$229K +$229K +2,678 New
SDWMA
2637
Schneider Downs Wealth Management Advisors
Pennsylvania
$228K +$228K +2,661 New
ACP
2638
Aveo Capital Partners
Colorado
$227K +$227K +2,649 New
RI
2639
Ridgewood Investments
New Jersey
$227K +$227K +2,659 New
CCM
2640
Colorado Capital Management
Colorado
$225K +$225K +2,634 New
DK
2641
Darrell & King
Virginia
$224K +$224K +2,613 New
KLI
2642
Kelman-Lazarov Inc
Tennessee
$222K +$222K +2,598 New
PCA
2643
Providence Capital Advisors
North Carolina
$221K +$221K +2,583 New
MA
2644
MANA Advisors
New York
$221K +$221K +2,587 New
RMC
2645
Regis Management Company
California
$220K +$220K +2,575 New
GIM
2646
Greylin Investment Management
Virginia
$219K +$219K +2,562 New
AFIA
2647
America First Investment Advisors
Nebraska
$216K +$2.39K +28 +1%
GAM
2648
Garrison Asset Management
Arkansas
$216K +$216K +2,522 New
CAM
2649
Crestone Asset Management
Colorado
$216K +$216K +2,527 New
HCM
2650
Horrell Capital Management
Arkansas
$215K – – –
104 105
106
107 108