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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.

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
1
Fidelity Investments
Massachusetts
$16.1B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$49.8B
3
AAMU
3
Amundi Asset Management US
Massachusetts
$2.26B
4
TCI Fund Management
4
TCI Fund Management
United Kingdom
$690M
5
Barclays
5
Barclays
United Kingdom
$865M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$26B
2
Credit Agricole
2
Credit Agricole
France
$24.5M
3
Bank of America
3
Bank of America
North Carolina
$6.71B
4
Gates Foundation Trust
4
Gates Foundation Trust
Washington
$4.11B
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$9.14B
Name Market Value Shares Shares
Change 		Shares
Change %
LYV
2701
Live Your Vision
Pennsylvania
$77K 863 +3 +0.3%
APSP
2702
Asset Planning Services (Pennsylvania)
Pennsylvania
$72K 845 +4 +0.5%
HIM
2703
Hillsdale Investment Management
Ontario, Canada
$69K 800 – –
FMP
2704
Financial Management Professionals
Texas
$68K 797 -36 -4%
IDBONY
2705
Israel Discount Bank of New York
New York
$68K 800 – –
TI
2706
Turner Investments
Pennsylvania
$59K 690 -7,790 -92%
CJA
2707
C-J Advisory
California
$58K 680 -30 -4%
UOTTAIMCU
2708
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$58K 680 +680 New
BC
2709
Barnett & Company
Tennessee
$55K 640 – –
CCMW
2710
Cypress Capital Management (Wyoming)
Wyoming
$55K 640 +315 +97%
IF
2711
Ironwood Financial
Arizona
$54K 631 – –
SWP
2712
Strategic Wealth Partners
Ohio
$54K 631 +631 New
CPP
2713
Crow Point Partners
Massachusetts
$49K 573 -1,849 -76%
WCAMG
2714
Woodard & Company Asset Management Group
North Carolina
$47K 550 +550 New
GWA
2715
Guidant Wealth Advisors
Illinois
$42K 479 -201 -30%
OWA
2716
One Wealth Advisors
California
$42K 493 +493 New
PHK
2717
Point72 Hong Kong
Hong Kong
$41K 482 +482 New
OHS
2718
Odey Holdings (Switzerland)
Switzerland
$40K 470 – –
OAJ
2719
Ogorek Anthony Joseph
New York
$36K 430 +276 +179%
TVWM
2720
Tower View Wealth Management
Wisconsin
$36K 415 +415 New
AWM
2721
Avondale Wealth Management
Texas
$32K 370 +370 New
CTA
2722
Carillon Tower Advisers
Florida
$27.9K 326,064 +326,064 New
MPPLM
2723
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$27K 314 +314 New
NIM
2724
NuWave Investment Management
New Jersey
$26K 299 +299 New
FMA
2725
FNY Managed Accounts
New York
$25K 300 +300 New
107 108
109
110 111