MSFT icon

Microsoft
MSFT

Overview Fund Activity

2,267 hedge funds and large institutions have $322B invested in Microsoft in 2016 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 868 increasing their positions, 1,104 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,267
Holders Change
+7
Holders Change %
+0.31%
% of All Funds
60.58%
Holding in Top 10
844
Holding in Top 10 Change
+114
Holding in Top 10 Change %
+15.62%
% of All Funds
22.55%
New
95
Increased
868
Reduced
1,104
Closed
64
Calls
$3.73B
Puts
$3.45B
Net Calls
+$282M
Net Calls Change
-$221M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.82B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$569M
3
State Street
State Street
Massachusetts
+$522M
4
Capital World Investors
Capital World Investors
California
+$474M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$463M

Top Sellers

1
VH
ValueAct Holdings
California
-$1.04B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$535M
3
Macquarie Group
Macquarie Group
Australia
-$432M
4
Harris Associates
Harris Associates
Illinois
-$428M
5
Dodge & Cox
Dodge & Cox
California
-$405M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
1226
Stockman Wealth Management
Montana
$4.6M -$87.2K -1,513 -2%
PIM
1227
Penobscot Investment Management
Massachusetts
$4.6M +$66.8K +1,160 +1%
SIG
1228
Schaller Investment Group
North Carolina
$4.58M -$2.63M -45,680 -37%
SIA
1229
SeaBridge Investment Advisors
New Jersey
$4.56M -$1.44K -25 -0%
MAA
1230
Mraz Amerine & Associates
California
$4.55M -$20.2K -350 -0.4%
PL
1231
Parkwood LLC
Ohio
$4.55M +$3.71M +64,433 +445%
NFA
1232
Nuveen Fund Advisors
Illinois
$4.54M -$1.13M -19,673 -20%
SAM
1233
Smithbridge Asset Management
Pennsylvania
$4.53M +$21.9K +381 +0.5%
FG
1234
Fiduciary Group
Georgia
$4.53M +$132K +2,294 +3%
BCM
1235
Bourgeon Capital Management
Connecticut
$4.51M -$938K -16,294 -17%
CCM
1236
Cohen Capital Management
California
$4.51M +$20.2K +350 +0.4%
BMM
1237
Buffington Mohr McNeal
Idaho
$4.5M -$50.4K -875 -1%
FPTW
1238
Franklin, Parlapiano, Turner & Welch
Texas
$4.5M +$175K +3,047 +4%
SHGA
1239
Sand Hill Global Advisors
California
$4.49M -$84.6K -1,468 -2%
BEAM
1240
Baker Ellis Asset Management
Washington
$4.48M +$193K +3,351 +4%
SFA
1241
Staton Financial Advisors
North Carolina
$4.48M -$552K -9,590 -11%
MNBTD
1242
Moody National Bank Trust Division
Texas
$4.48M -$182K -3,165 -4%
CIA
1243
Covington Investment Advisors
Pennsylvania
$4.47M -$154K -2,670 -3%
NPC
1244
National Planning Corporation
California
$4.46M -$395K -6,532 -8%
SCM
1245
Sitrin Capital Management
California
$4.45M -$3.46K -60 -0.1%
JWM
1246
Jackson Wealth Management
Florida
$4.45M +$51.2K +888 +1%
ANRIA
1247
American National Registered Investment Advisor
Texas
$4.44M -$173K -3,000 -4%
GIM
1248
Grassi Investment Management
California
$4.43M +$31.8K +552 +0.7%
FMWA
1249
Forvis Mazars Wealth Advisors
Missouri
$4.41M +$121K +2,095 +3%
SA
1250
Strategic Advisors
New York
$4.4M +$147K +2,546 +3%
48 49
50
51 52