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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 %
PIM
1351
Progressive Investment Management
Oregon
$6.08M +$120K +1,402 +2%
BL
1352
BFSG LLC
California
$6.05M -$70.1K -820 -1%
EAMA
1353
EFG Asset Management (Americas)
Florida
$6.04M -$590K -6,834 -9%
GC
1354
Gruss & Co
Florida
$6.03M +$4.75M +55,500 +370%
SG
1355
Swarthmore Group
Pennsylvania
$6.02M – – –
SFG
1356
SNS Financial Group
Minnesota
$5.96M -$922K -10,775 -13%
SWM
1357
Stockman Wealth Management
Montana
$5.96M -$147K -1,721 -2%
AAM
1358
Aureus Asset Management
Massachusetts
$5.93M +$51.1K +597 +0.9%
SFSG
1359
Stearns Financial Services Group
North Carolina
$5.91M -$382K -4,469 -6%
ATFA
1360
All Terrain Financial Advisors
Minnesota
$5.89M +$5.89M +68,890 New
MAA
1361
Mraz Amerine & Associates
California
$5.89M -$12.4K -145 -0.2%
DMK
1362
David M. Knott
$5.88M – – –
CPA
1363
Capital Planning Advisors
California
$5.87M +$238K +2,787 +4%
HBT
1364
Hills Bank & Trust
Iowa
$5.86M -$116K -1,352 -2%
DDC
1365
DF Dent & Co
Maryland
$5.83M +$1.1M +12,835 +23%
ZB
1366
Zions Bancorporation
Utah
$5.82M -$126K -1,470 -2%
TMAM
1367
Tokio Marine Asset Management
Japan
$5.82M -$2.44M -28,559 -30%
AC
1368
Abbrea Capital
California
$5.82M +$78.3K +915 +1%
WEC
1369
Winslow Evans & Crocker
Massachusetts
$5.8M -$176K -2,062 -3%
NGA
1370
Naples Global Advisors
Florida
$5.76M +$169K +1,977 +3%
HCM
1371
Hall Capital Management
Rhode Island
$5.75M -$129K -1,506 -2%
CIC
1372
Chase Investment Counsel
Virginia
$5.73M -$228K -2,660 -4%
ASA
1373
Armstrong Shaw Associates
Connecticut
$5.73M +$28.9K +338 +0.5%
HB
1374
Homrich & Berg
Georgia
$5.72M -$1.63K -19 -0%
FEG
1375
Fund Evaluation Group
Ohio
$5.71M +$5.71M +66,735 New
53 54
55
56 57