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Microsoft
MSFT

Overview Fund Activity

2,468 hedge funds and large institutions have $395B invested in Microsoft in 2017 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 944 increasing their positions, 1,219 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,468
Holders Change
+44
Holders Change %
+1.82%
% of All Funds
61.62%
Holding in Top 10
936
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-0.32%
% of All Funds
23.37%
New
115
Increased
944
Reduced
1,219
Closed
49
Calls
$4.01B
Puts
$4.4B
Net Calls
-$389M
Net Calls Change
-$766M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$4.41B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$3.26B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$2.91B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.73B
5
LPC
Lone Pine Capital
Connecticut
+$668M

Top Sellers

1
State Street
State Street
Massachusetts
-$739M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$649M
3
Barclays
Barclays
United Kingdom
-$597M
4
Franklin Resources
Franklin Resources
California
-$504M
5
GIM
Generation Investment Management
United Kingdom
-$499M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWFM
976
Bridgewater Wealth & Financial Management
Maryland
$9.84M +$843K +12,227 +9%
UFF
977
USA Financial Formulas
Michigan
$9.83M -$1.98M -28,795 -17%
BCI
978
Brinker Capital Investments
Pennsylvania
$9.82M +$4.88M +70,739 +99%
TFA
979
Toth Financial Advisory
Virginia
$9.8M -$110K -1,600 -1%
BCP
980
Blue Chip Partners
Michigan
$9.79M +$321K +4,655 +3%
PAI
981
Pittenger & Anderson Inc
Nebraska
$9.77M -$34.4K -499 -0.4%
WSTAM
982
Wilbanks Smith & Thomas Asset Management
Virginia
$9.73M -$421K -6,102 -4%
CA
983
Clearstead Advisors
Ohio
$9.71M +$66.5K +964 +0.7%
AHC
984
Adell Harriman & Carpenter
Texas
$9.7M +$102K +1,487 +1%
VST
985
Van Strum & Towne
California
$9.69M -$92K -1,335 -0.9%
CBB
986
Citizens Business Bank
California
$9.66M -$182K -2,638 -2%
NCM
987
Narwhal Capital Management
Georgia
$9.62M -$52.7K -765 -0.5%
HBWM
988
Hollow Brook Wealth Management
New York
$9.62M -$148K -2,144 -2%
GIM
989
Greystone Investment Management
Ohio
$9.61M -$109K -1,587 -1%
RWA
990
Ropes Wealth Advisors
Massachusetts
$9.56M +$132K +1,915 +1%
BAS
991
Brown Advisory Securities
Maryland
$9.56M +$916K +13,291 +11%
BCM
992
BTC Capital Management
Iowa
$9.47M +$50.3K +730 +0.5%
TCOT
993
Trust Company of Toledo
Ohio
$9.45M +$403K +5,840 +4%
WSCM
994
Wellington Shields Capital Management
New York
$9.44M -$660K -9,573 -7%
HR
995
Howe & Rusling
New York
$9.44M +$208K +3,023 +2%
CF
996
CNA Financial
Illinois
$9.41M – – –
LIA
997
LS Investment Advisors
Michigan
$9.37M +$1.26M +18,329 +16%
ECM
998
Evergreen Capital Management
Washington
$9.37M +$1.1M +15,969 +13%
HCMT
999
Highland Capital Management (Texas)
Texas
$9.37M -$4.45M -64,500 -32%
FPCM
1000
Financial Partners Capital Management
New York
$9.35M -$272K -3,951 -3%
38 39
40
41 42