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 %
AAM
1426
Aureus Asset Management
Massachusetts
$3.89M -$207K -3,010 -5%
HCA
1427
Horan Capital Advisors
Ohio
$3.89M +$173K +2,508 +5%
SLF
1428
Sun Life Financial
Ontario, Canada
$3.88M +$3.87M +56,079 +20,392%
HSA
1429
HBK Sorce Advisory
Pennsylvania
$3.87M +$3.87M +56,198 New
CHC
1430
City Holding Co
West Virginia
$3.86M -$56.7K -822 -1%
WWM
1431
Willingdon Wealth Management
North Carolina
$3.86M +$47.7K +692 +1%
BCCM
1432
Bridge Creek Capital Management
Massachusetts
$3.85M -$123K -1,785 -3%
SWM
1433
Segment Wealth Management
Texas
$3.84M +$614K +8,905 +19%
ICOA
1434
Investment Centers of America
North Dakota
$3.84M -$245K -3,553 -6%
SHCM
1435
Stokes & Hubbell Capital Management
Louisiana
$3.82M +$1.21M +17,595 +47%
PVWM
1436
Point View Wealth Management
New Jersey
$3.8M -$32.4K -470 -0.8%
AMAL
1437
Asset Management Advisors LLC
Oklahoma
$3.8M -$981K -14,240 -21%
WC
1438
Whitnell & Co
Illinois
$3.8M +$69 +1 +0%
MFS
1439
Monetta Financial Services
Illinois
$3.79M – – –
AC
1440
Alley Company
Illinois
$3.78M +$31.8K +461 +0.8%
WPC
1441
White Pine Capital
Minnesota
$3.78M -$55.1K -800 -1%
CCM
1442
Compton Capital Management
Rhode Island
$3.78M +$6.82K +99 +0.2%
BL
1443
BCWM LLC
Kansas
$3.78M +$38.5K +559 +1%
SCM
1444
Schnieders Capital Management
California
$3.78M +$210K +3,045 +6%
SC
1445
Savant Capital
Illinois
$3.78M -$144K -2,095 -4%
AAM
1446
Azzad Asset Management
Virginia
$3.75M +$279K +4,041 +8%
RGC
1447
Roberts, Glore & Co
Illinois
$3.75M -$37.8K -549 -1%
GC
1448
Garde Capital
Washington
$3.72M +$35.4K +513 +1%
NDSI
1449
Newman Dignan & Sheerar Inc
Rhode Island
$3.71M -$50.3K -730 -1%
DDC
1450
DF Dent & Co
Maryland
$3.7M – – –
56 57
58
59 60