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Microsoft
MSFT

Overview Fund Activity

2,479 hedge funds and large institutions have $426B invested in Microsoft in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 963 increasing their positions, 1,192 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,479
Holders Change
+11
Holders Change %
+0.45%
% of All Funds
61.9%
Holding in Top 10
975
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+4.17%
% of All Funds
24.34%
New
92
Increased
963
Reduced
1,192
Closed
55
Calls
$4.1B
Puts
$4.77B
Net Calls
-$675M
Net Calls Change
-$285M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.51B
2
BlackRock
BlackRock
New York
+$1.39B
3
Bank of America
Bank of America
North Carolina
+$1B
4
Capital Research Global Investors
Capital Research Global Investors
California
+$764M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$587M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.01B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$855M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$709M
4
Gates Foundation Trust
Gates Foundation Trust
Washington
-$596M
5
VH
ValueAct Holdings
California
-$521M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
1451
Solaris Asset Management
New York
$4.03M +$430K +5,768 +12%
SC
1452
Savant Capital
Illinois
$4.02M -$59K -792 -1%
EM
1453
Excalibur Management
Massachusetts
$4.01M -$235K -3,150 -6%
CCA
1454
Cobblestone Capital Advisors
New York
$4.01M +$135K +1,807 +3%
BP
1455
Ballentine Partners
Massachusetts
$3.99M -$452K -6,072 -10%
RHAM
1456
Round Hill Asset Management
California
$3.99M -$222K -2,975 -5%
HCM
1457
Hodges Capital Management
Texas
$3.98M -$290K -3,887 -7%
BAM
1458
Belpointe Asset Management
Nevada
$3.98M +$3.98M +53,426 New
BCCM
1459
Bridge Creek Capital Management
Massachusetts
$3.97M -$186K -2,500 -4%
SBWIC
1460
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.97M +$126K +1,690 +3%
JAM
1461
JW Asset Management
Florida
$3.95M -$894K -12,000 -18%
CT
1462
Clearstead Trust
Maine
$3.95M -$52.1K -699 -1%
NDSI
1463
Newman Dignan & Sheerar Inc
Rhode Island
$3.94M -$68.8K -924 -2%
FMLI
1464
Fukoku Mutual Life Insurance
Japan
$3.92M +$752K +10,100 +24%
AIM
1465
AMI Investment Management
Indiana
$3.92M – – –
KIG
1466
Kessler Investment Group
Indiana
$3.9M -$316K -4,245 -8%
SSWM
1467
Sheets Smith Wealth Management
North Carolina
$3.89M -$36.3K -487 -0.9%
TW
1468
Transform Wealth
Colorado
$3.89M +$3.89M +52,242 New
JCP
1469
Jabre Capital Partners
Switzerland
$3.87M -$3.34M -44,900 -46%
RIM
1470
Rainier Investment Management
Washington
$3.85M -$1.25M -16,800 -25%
CFMC
1471
Curbstone Financial Management Corp
New Hampshire
$3.85M +$1.8M +24,108 +88%
AWM
1472
AE Wealth Management
Kansas
$3.84M +$592K +7,944 +18%
PVWM
1473
Point View Wealth Management
New Jersey
$3.82M -$289K -3,876 -7%
CAL
1474
Capital Analysts LLC
Pennsylvania
$3.81M +$202K +2,714 +6%
CAW
1475
Cornerstone Advisors (Washington)
Washington
$3.81M +$1.74M +23,367 +84%
57 58
59
60 61