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Microsoft
MSFT

Overview Fund Activity

2,420 hedge funds and large institutions have $355B invested in Microsoft in 2016 Q4 according to their latest regulatory filings, with 252 funds opening new positions, 915 increasing their positions, 1,072 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,420
Holders Change
+153
Holders Change %
+6.75%
% of All Funds
60.59%
Holding in Top 10
928
Holding in Top 10 Change
+84
Holding in Top 10 Change %
+9.95%
% of All Funds
23.23%
New
252
Increased
915
Reduced
1,072
Closed
63
Calls
$4.64B
Puts
$4.05B
Net Calls
+$590M
Net Calls Change
+$308M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.09B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$743M
3
Asset Management One
Asset Management One
Japan
+$712M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$702M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$625M

Top Sellers

1
MTB
Mizuho Trust & Banking
Japan
-$703M
2
Deutsche Bank
Deutsche Bank
Germany
-$682M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$380M
4
CS
Credit Suisse
Switzerland
-$341M
5
Franklin Resources
Franklin Resources
California
-$324M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
1501
Robshaw & Julian Associates
New York
$2.97M -$34.8K -560 -1%
GKFF
1502
George Kaiser Family Foundation
Oklahoma
$2.97M – – –
MWM
1503
Mission Wealth Management
California
$2.96M +$1.05M +16,856 +55%
HB
1504
Homrich & Berg
Georgia
$2.96M -$214K -3,438 -7%
ATC
1505
Argent Trust Co
Tennessee
$2.94M -$183K -2,945 -6%
IC
1506
Investment Counsel
Michigan
$2.94M +$21.8K +350 +0.7%
VCM
1507
Vision Capital Management
Oregon
$2.93M +$77.4K +1,245 +3%
AAM
1508
Azzad Asset Management
Virginia
$2.93M +$45.7K +735 +2%
FFA
1509
Fragasso Financial Advisors
Pennsylvania
$2.93M -$543K -8,742 -16%
DBIA
1510
Dumont & Blake Investment Advisors
New Jersey
$2.92M -$495K -7,964 -14%
SCM
1511
SOL Capital Management
Maryland
$2.92M -$212K -3,415 -7%
WA
1512
WBH Advisory
Maryland
$2.91M +$60.3K +971 +2%
GWCM
1513
Godshalk Welsh Capital Management
Pennsylvania
$2.9M -$118K -1,900 -4%
Walleye Trading
1514
Walleye Trading
New York
$2.89M +$2.89M +46,495 New
FIM
1515
Freedom Investment Management
Connecticut
$2.89M +$173K +2,784 +6%
AIA
1516
Allegis Investment Advisors
Idaho
$2.88M +$176K +2,835 +7%
DT
1517
Diversified Trust
Tennessee
$2.87M +$2.28M +36,755 +387%
PHIMC
1518
Private Harbour Investment Management & Counsel
Ohio
$2.87M -$164K -2,635 -5%
BCA
1519
Benchmark Capital Advisors
New York
$2.87M +$3.11K +50 +0.1%
RB
1520
Rodgers Brothers
Pennsylvania
$2.87M – – –
CA
1521
Cambridge Advisors
Nebraska
$2.86M -$16.1K -259 -0.6%
AMG
1522
Advisors Management Group
Wisconsin
$2.85M -$27.8K -447 -1%
MBT
1523
Montecito Bank & Trust
California
$2.85M +$221K +3,553 +8%
WBG
1524
Wharton Business Group
Pennsylvania
$2.84M +$18.5K +298 +0.7%
LPIC
1525
LeJeune Puetz Investment Counsel
Michigan
$2.83M +$2.83M +45,515 New
59 60
61
62 63