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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 %
SFPIA
2676
Stevens First Principles Investment Advisors
California
$159K +$8.57K +100 +6%
FGC
2677
Financial Gravity Companies
Texas
$152K +$152K +1,599 New
DSN
2678
D. Scott Neal
Kentucky
$147K – – –
CP
2679
Corbenic Partners
Pennsylvania
$140K +$86 +1 +0.1%
HWP
2680
Hefty Wealth Partners
Indiana
$136K -$5.23K -61 -4%
SIS
2681
Sound Income Strategies
Florida
$135K +$135K +1,507 New
C
2682
Cerebellum
California
$134K +$134K +1,562 New
FDS
2683
First Dallas Securities
Texas
$123K +$123K +1,440 New
MCM
2684
Mainstay Capital Management
Michigan
$123K +$123K +1,440 New
PFO
2685
Pathstone Family Office
New Jersey
$120K – – –
HS
2686
Horan Securities
United States
$114K +$178 +2 +0.2%
CFD
2687
Creative Financial Designs
Indiana
$108K +$37.1K +433 +52%
KBFS
2688
Kohmann Bosshard Financial Services
Ohio
$103K +$103K +1,200 New
SCA
2689
Stuart Chaussee & Associates
California
$101K +$7.8K +91 +8%
FFG
2690
Ford Financial Group
California
$96K +$96K +1,090 New
PCM
2691
Price Capital Management
Louisiana
$94K +$94K +1,100 New
WCM
2692
Wealthcare Capital Management
Virginia
$93K +$52.7K +616 +131%
SP
2693
SWS Partners
Ohio
$93K +$93K +1,084 New
PS
2694
Portfolio Solutions
Michigan
$92K +$14.9K +175 +19%
MDCM
2695
Morgan Dempsey Capital Management
Wisconsin
$89.4K – – –
DPA
2696
Delphi Private Advisors
California
$87K +$51.5K +600 +145%
SIMG
2697
Stephens Investment Management Group
Texas
$84K – – –
JIR
2698
James Investment Research
Ohio
$82K -$11.9K -140 -13%
GCM
2699
Grisanti Capital Management
New York
$82K – – –
LA
2700
Legacy Advisors
Pennsylvania
$78K -$15.6K -183 -17%
106 107
108
109 110