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Microsoft
MSFT

Overview Fund Activity

2,424 hedge funds and large institutions have $374B invested in Microsoft in 2017 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 946 increasing their positions, 1,178 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,424
Holders Change
+4
Holders Change %
+0.17%
% of All Funds
60.43%
Holding in Top 10
939
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.19%
% of All Funds
23.41%
New
109
Increased
946
Reduced
1,178
Closed
78
Calls
$3.82B
Puts
$3.44B
Net Calls
+$377M
Net Calls Change
-$213M

Top Buyers

1
BlackRock
BlackRock
New York
+$29.8B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$896M
3
Citadel Advisors
Citadel Advisors
Florida
+$544M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$534M
5
Capital World Investors
Capital World Investors
California
+$469M

Top Sellers

1
VH
ValueAct Holdings
California
-$1.03B
2
Franklin Resources
Franklin Resources
California
-$984M
3
LPC
Lone Pine Capital
Connecticut
-$945M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$818M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$671M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
976
Toth Financial Advisory
Virginia
$9.47M +$20K +303 +0.2%
AT
977
Argent Trust
Texas
$9.44M -$221K -3,359 -2%
PL
978
Perpetual Ltd
Australia
$9.44M +$9.44M +143,818 New
SGK
979
Steigerwald Gordon & Koch
Virginia
$9.4M -$1.2M -18,430 -11%
CBB
980
Citizens Business Bank
California
$9.4M -$247K -3,756 -3%
NIM
981
Northeast Investment Management
Massachusetts
$9.39M +$328K +4,975 +4%
PAI
982
Pittenger & Anderson Inc
Nebraska
$9.37M -$172K -2,605 -2%
VST
983
Van Strum & Towne
California
$9.35M -$362K -5,504 -4%
AI
984
Atria Investments
North Carolina
$9.34M +$732K +11,115 +9%
HBWM
985
Hollow Brook Wealth Management
New York
$9.33M -$3.77M -57,307 -29%
AAIM
986
American Assets Investment Management
California
$9.32M – – –
AAM
987
Augustine Asset Management
Florida
$9.32M +$55.6K +844 +0.6%
LI
988
Lafayette Investments
Maryland
$9.31M -$57.1K -867 -0.6%
Squarepoint
989
Squarepoint
New York
$9.3M +$9.3M +141,156 New
AP
990
Advisor Partners
California
$9.3M +$382K +5,798 +4%
GIM
991
Greystone Investment Management
Ohio
$9.28M -$70.5K -1,070 -0.8%
NCM
992
Narwhal Capital Management
Georgia
$9.24M +$299K +4,545 +3%
SI
993
SII Investments
Wisconsin
$9.24M -$70.4K -1,070 -0.8%
AF
994
Ally Financial
Michigan
$9.22M +$9.22M +140,000 New
MWAC
995
Mariner Wealth Advisors (Cincinnati)
Ohio
$9.21M -$190K -2,891 -2%
CA
996
Clearstead Advisors
Ohio
$9.21M +$623K +9,453 +7%
FPCM
997
Financial Partners Capital Management
New York
$9.19M -$384K -5,836 -4%
AHC
998
Adell Harriman & Carpenter
Texas
$9.17M +$341K +5,176 +4%
AF
999
Arrow Financial
New York
$9.17M -$145K -2,201 -2%
MIM
1000
Marco Investment Management
Georgia
$9.16M -$164K -2,497 -2%
38 39
40
41 42