MSFT icon

Microsoft
MSFT

Overview Fund Activity

2,420 hedge funds and large institutions have $355B invested in Microsoft in 2016 Q4 according to their latest regulatory filings, with 252 funds opening new positions, 915 increasing their positions, 1,072 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,420
Holders Change
+153
Holders Change %
+6.75%
% of All Funds
60.59%
Holding in Top 10
928
Holding in Top 10 Change
+84
Holding in Top 10 Change %
+9.95%
% of All Funds
23.23%
New
252
Increased
915
Reduced
1,072
Closed
63
Calls
$4.64B
Puts
$4.05B
Net Calls
+$590M
Net Calls Change
+$308M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.09B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$743M
3
Asset Management One
Asset Management One
Japan
+$712M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$702M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$625M

Top Sellers

1
MTB
Mizuho Trust & Banking
Japan
-$703M
2
Deutsche Bank
Deutsche Bank
Germany
-$682M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$380M
4
CS
Credit Suisse
Switzerland
-$341M
5
Franklin Resources
Franklin Resources
California
-$324M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
1101
LS Investment Advisors
Michigan
$6.97M +$149K +2,398 +2%
LCC
1102
Lincoln Capital Corp
Rhode Island
$6.96M +$6.96M +111,995 New
GW
1103
GW & Wade
Massachusetts
$6.94M +$34.2K +550 +0.5%
FAT
1104
First American Trust
California
$6.92M -$252K -4,049 -4%
SPC
1105
Sigma Planning Corp
Michigan
$6.92M +$340K +5,467 +5%
MC
1106
Moors & Cabot
Massachusetts
$6.89M +$1.34M +21,567 +24%
KPCM
1107
Kings Point Capital Management
New York
$6.86M +$399K +6,427 +6%
WKWM
1108
Walter & Keenan Wealth Management
Indiana
$6.84M +$559K +9,000 +9%
MCTIC
1109
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$6.8M +$52.8K +850 +0.8%
OSNBOA
1110
Old Second National Bank of Aurora
Illinois
$6.78M -$97.4K -1,568 -1%
JGUA
1111
John G. Ullman & Associates
New York
$6.77M -$144K -2,325 -2%
DG
1112
Davidson & Garrard
Virginia
$6.74M -$102K -1,643 -1%
RWM
1113
RKL Wealth Management
Pennsylvania
$6.73M -$58K -934 -0.9%
MCM
1114
Monarch Capital Management
Indiana
$6.73M -$171K -2,757 -2%
FCH
1115
Freestone Capital Holdings
Washington
$6.7M +$335K +5,391 +5%
EVM
1116
Evelyn V. Moreno
$6.66M -$22.1K -355 -0.3%
CT
1117
Coastline Trust
Rhode Island
$6.64M -$27.7K -445 -0.4%
NEAM
1118
New England Asset Management
Connecticut
$6.64M +$87K +1,400 +1%
WCM
1119
Weik Capital Management
Pennsylvania
$6.63M -$159K -2,565 -2%
TFA
1120
Transamerica Financial Advisors
Florida
$6.61M +$212K +3,415 +3%
MMG
1121
Monetary Management Group
Missouri
$6.58M +$927K +14,920 +16%
WTB
1122
Washington Trust Bank
Washington
$6.57M -$37.7K -606 -0.6%
NA
1123
NewEdge Advisors
Louisiana
$6.54M +$1.08M +17,069 +20%
SA
1124
Steadfast Advisors
New York
$6.53M +$6.53M +105,121 New
LNC
1125
Lincoln National Corp
Pennsylvania
$6.5M +$241K +3,873 +4%
43 44
45
46 47