MSFT icon

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
+$1.04B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$853M
3
AAMU
Amundi Asset Management US
Massachusetts
+$778M
4
TCI Fund Management
TCI Fund Management
United Kingdom
+$690M
5
Barclays
Barclays
United Kingdom
+$452M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.51B
2
Credit Agricole
Credit Agricole
France
-$771M
3
Bank of America
Bank of America
North Carolina
-$759M
4
Gates Foundation Trust
Gates Foundation Trust
Washington
-$684M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$536M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIM
1001
Greystone Investment Management
Ohio
$11.7M -$159K -1,861 -1%
VCA
1002
Verdence Capital Advisors
Maryland
$11.7M +$11.7M +136,785 New
GCM
1003
Glaxis Capital Management
Florida
$11.7M -$1.3M -15,230 -10%
BWFM
1004
Bridgewater Wealth & Financial Management
Maryland
$11.6M -$237K -2,765 -2%
CBB
1005
Citizens Business Bank
California
$11.6M -$288K -3,361 -2%
FNFDCM
1006
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$11.6M -$1.22M -14,305 -10%
TCOT
1007
Trust Company of Toledo
Ohio
$11.6M -$52.8K -617 -0.5%
LIA
1008
LS Investment Advisors
Michigan
$11.6M -$116K -1,359 -1%
BCA
1009
Bernzott Capital Advisors
California
$11.6M +$1.59M +18,626 +16%
I
1010
IberiaBank
Louisiana
$11.5M -$445K -5,181 -4%
MIA
1011
MainStreet Investment Advisors
Illinois
$11.4M +$11.4M +133,511 New
LKIM
1012
Lawson Kroeker Investment Management
Nebraska
$11.4M -$925K -10,814 -7%
WCMN
1013
Westchester Capital Management (Nebraska)
Nebraska
$11.4M -$22.9K -268 -0.2%
FDCC
1014
Foster Dykema Cabot & Co
Massachusetts
$11.4M -$518K -6,053 -4%
RWA
1015
Ropes Wealth Advisors
Massachusetts
$11.4M -$380K -4,448 -3%
KFS
1016
Kurt F. Somerville
$11.3M -$1.58M -18,499 -12%
ASN
1017
Advisory Services Network
Georgia
$11.3M +$2.72M +31,826 +32%
CC
1018
Carlson Capital
Texas
$11.3M -$16.6M -194,105 -60%
CIC
1019
Canal Insurance Company
South Carolina
$11.3M -$684K -8,000 -6%
NCM
1020
Narwhal Capital Management
Georgia
$11.3M +$185K +2,165 +2%
FCBT
1021
First Citizens Bank & Trust
North Carolina
$11.3M -$551K -6,444 -5%
RWP
1022
RWA Wealth Partners
Massachusetts
$11.3M +$1.53M +17,844 +16%
VC
1023
Vicus Capital
Pennsylvania
$11.3M +$333K +3,893 +3%
LW
1024
Linscomb Wealth
Texas
$11.2M +$134K +1,562 +1%
VST
1025
Van Strum & Towne
California
$11.2M -$734K -8,585 -6%
39 40
41
42 43