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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.

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 %
MIAN
1026
Mariner Independent Advisor Network
Kansas
$11.2M -$4.11M -48,084 -27%
CF
1027
CNA Financial
Illinois
$11.2M -$479K -5,600 -4%
FC
1028
Fulcrum Capital
Washington
$11.2M +$11.2M +130,549 New
FSA
1029
Financial Sense Advisors
California
$11.1M -$721K -8,434 -6%
TFA
1030
Toth Financial Advisory
Virginia
$11.1M -$589K -6,881 -5%
DLCIG
1031
D.L. Carlson Investment Group
New Hampshire
$11.1M -$64.5K -754 -0.6%
MBI
1032
Montrusco Bolton Investments
Quebec, Canada
$11.1M +$199K +2,325 +2%
GC
1033
Grace Capital
Massachusetts
$11M -$42.8K -500 -0.4%
HAIM
1034
Hunter Associates Investment Management
Pennsylvania
$11M -$168K -1,968 -2%
MMG
1035
Monetary Management Group
Missouri
$11M +$23.5K +275 +0.2%
DWT
1036
Dorsey & Whitney Trust
South Dakota
$11M -$238K -2,780 -2%
BDWM
1037
Brewin Dolphin Wealth Management
Ireland
$11M -$163K -1,900 -1%
PNAA
1038
Pictet North America Advisors
Switzerland
$11M -$127K -1,481 -1%
WAM
1039
Wealthspire Advisors (Maryland)
Maryland
$11M +$863K +10,089 +9%
BCM
1040
BTC Capital Management
Iowa
$10.9M -$536K -6,273 -5%
BCM
1041
Buckhead Capital Management
Georgia
$10.9M -$1.57M -18,344 -13%
CFSG
1042
Community Financial Services Group
Vermont
$10.9M -$62.2K -727 -0.6%
WB
1043
Webster Bank
Connecticut
$10.9M -$8.81K -103 -0.1%
BC
1044
Brinker Capital
Pennsylvania
$10.9M -$521K -6,090 -5%
SPC
1045
Sigma Planning Corp
Michigan
$10.9M +$420K +4,915 +4%
KAS
1046
Kemnay Advisory Services
New York
$10.9M -$5.32M -62,197 -33%
VV
1047
Verity & Verity
South Carolina
$10.9M +$93.5K +1,093 +0.9%
CAM
1048
Cubic Asset Management
Massachusetts
$10.8M -$146K -1,710 -1%
FPCM
1049
Financial Partners Capital Management
New York
$10.8M -$42K -491 -0.4%
LSA
1050
L & S Advisors
California
$10.8M -$601K -7,023 -5%
40 41
42
43 44