MSFT icon

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 %
FC
1251
Ferris Capital
Massachusetts
$5.5M +$5.5M +79,813 New
PCM
1252
Palouse Capital Management
Washington
$5.49M -$81.5K -1,182 -1%
LOAME
1253
Lombard Odier Asset Management (Europe)
United Kingdom
$5.49M – – –
BRM
1254
Boston Research & Management
Massachusetts
$5.47M -$83.4K -1,210 -2%
FBA
1255
Front Barnett Associates
Illinois
$5.45M -$48.6K -705 -0.9%
AOWM
1256
Alpha Omega Wealth Management
Virginia
$5.45M -$202K -2,935 -4%
SCM
1257
Sitrin Capital Management
California
$5.45M +$97.2K +1,410 +2%
WSC
1258
Wellington Shields & Co
New York
$5.43M +$71K +1,030 +1%
BEAM
1259
Baker Ellis Asset Management
Washington
$5.4M -$414 -6 -0%
MCM
1260
Murphy Capital Management
New Jersey
$5.4M +$243K +3,525 +5%
PIM
1261
Penobscot Investment Management
Massachusetts
$5.39M +$191K +2,772 +4%
CIM
1262
Cambria Investment Management
California
$5.39M +$5.39M +78,256 New
CCM
1263
Cohen Capital Management
California
$5.39M – – –
BMM
1264
Buffington Mohr McNeal
Idaho
$5.37M +$101K +1,458 +2%
CIA
1265
Covington Investment Advisors
Pennsylvania
$5.37M -$20.7K -300 -0.4%
VFA
1266
Voya Financial Advisors
Connecticut
$5.36M +$124K +1,817 +2%
CA
1267
Cetera Advisors
Colorado
$5.35M +$317K +4,598 +6%
WAS
1268
WESPAC Advisors SoCal
California
$5.35M -$261K -3,785 -5%
MNBTD
1269
Moody National Bank Trust Division
Texas
$5.35M -$6.89K -100 -0.1%
LPT
1270
Legacy Private Trust
Wisconsin
$5.34M -$424K -6,144 -7%
BCM
1271
Bourgeon Capital Management
Connecticut
$5.33M -$185K -2,685 -3%
1GA
1272
1st Global Advisors
Texas
$5.32M -$69.5K -1,008 -1%
FPTW
1273
Franklin, Parlapiano, Turner & Welch
Texas
$5.31M -$196K -2,840 -4%
WFG
1274
Windsor Financial Group
Minnesota
$5.31M -$21.4K -311 -0.4%
ANRIA
1275
American National Registered Investment Advisor
Texas
$5.3M -$6.89K -100 -0.1%
49 50
51
52 53