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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 %
LW
1026
Linscomb Wealth
Texas
$8.79M -$274K -3,980 -3%
HTHT
1027
Hemenway Trust Hemenway Trust
New Hampshire
$8.79M -$11.4K -166 -0.1%
WF
1028
WealthTrust Fairport
Ohio
$8.78M -$104K -1,507 -1%
CFSG
1029
Community Financial Services Group
Vermont
$8.76M -$92.4K -1,340 -1%
WB
1030
Webster Bank
Connecticut
$8.76M -$66.4K -963 -0.8%
CL
1031
Croft-Leominster
Maryland
$8.75M -$4.69K -68 -0.1%
BFIM
1032
Beese Fulmer Investment Management
Ohio
$8.75M +$59.1K +858 +0.7%
PWM
1033
Patriot Wealth Management
Texas
$8.75M -$3.8M -55,080 -30%
IAM
1034
Impala Asset Management
Florida
$8.74M -$17M -246,879 -66%
VC
1035
Vicus Capital
Pennsylvania
$8.72M +$105K +1,525 +1%
IP
1036
Isthmus Partners
Wisconsin
$8.69M -$522K -7,577 -6%
PJSIMP
1037
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.68M +$129K +1,870 +2%
CIA
1038
Choate Investment Advisors
Massachusetts
$8.66M -$153K -2,223 -2%
BLAM
1039
Bourne Lent Asset Management
New York
$8.65M -$37.9K -550 -0.4%
TA
1040
Tiedemann Advisors
New York
$8.64M +$458K +6,641 +6%
VV
1041
Verity & Verity
South Carolina
$8.62M -$470K -6,813 -5%
YL
1042
YCG LLC
Texas
$8.61M -$128K -1,862 -1%
GLRA
1043
Gerald L. Ray & Associates
Texas
$8.61M +$53.4K +775 +0.6%
BPM
1044
Bowling Portfolio Management
Ohio
$8.6M -$122K -1,771 -1%
FCMC
1045
Founders Capital Management (Connecticut)
Connecticut
$8.57M – – –
4IG
1046
440 Investment Group
Kansas
$8.55M +$296K +4,288 +4%
MBI
1047
Montrusco Bolton Investments
Quebec, Canada
$8.53M +$659K +9,558 +8%
AAM
1048
Augustine Asset Management
Florida
$8.52M -$1.23M -17,779 -13%
CANC
1049
Culbertson A N & Co
Virginia
$8.52M -$14.1K -205 -0.2%
OCM
1050
Oakwood Capital Management
California
$8.52M -$407K -5,900 -5%
40 41
42
43 44