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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 %
DSC
1501
Duncker Streett & Co
Missouri
$3.68M -$61.6K -827 -2%
YWP
1502
YorkBridge Wealth Partners
New York
$3.68M +$665K +8,929 +22%
GRQ
1503
Gardner Russo & Quinn
Pennsylvania
$3.68M – – –
CO
1504
Caldwell & Orkin
Georgia
$3.68M +$1.53M +20,557 +71%
FAM
1505
Formidable Asset Management
Ohio
$3.68M +$89K +1,195 +2%
BRF
1506
B. Riley Financial
California
$3.67M +$221K +2,963 +6%
KSCM
1507
Key Square Capital Management
Connecticut
$3.67M +$1.03M +13,800 +39%
NCGI
1508
Next Century Growth Investors
Minnesota
$3.65M -$302K -4,051 -8%
SCM
1509
Snow Capital Management
Pennsylvania
$3.65M – – –
HIC
1510
Hartline Investment Corp
Illinois
$3.65M +$221K +2,965 +6%
LWM
1511
Lyell Wealth Management
California
$3.65M -$110K -1,475 -3%
PIA
1512
Peachtree Investment Advisors
Georgia
$3.64M -$63.7K -855 -2%
AWA
1513
ARS Wealth Advisors
Florida
$3.63M +$809K +10,860 +29%
SNB
1514
Security National Bank
Nebraska
$3.63M -$10.8K -145 -0.3%
MWM
1515
Marietta Wealth Management
Georgia
$3.62M -$49.3K -662 -1%
SFP
1516
Shepherd Financial Partners
Massachusetts
$3.61M -$16.6K -218 -0.5%
MSAM
1517
Moloney Securities Asset Management
Missouri
$3.6M +$237K +3,183 +7%
AFS
1518
Amtrust Financial Services
New York
$3.6M +$2.11M +28,300 +142%
LC
1519
Lincoln Capital
Nebraska
$3.59M -$24K -322 -0.7%
ATC
1520
Argent Trust Co
Tennessee
$3.59M +$182K +2,448 +5%
BAM
1521
Brave Asset Management
New Jersey
$3.58M -$32.7K -439 -0.9%
DIA
1522
Dean Investment Associates
Ohio
$3.58M -$17K -228 -0.5%
FANJ
1523
Financial Architects (New Jersey)
New Jersey
$3.58M +$314K +4,214 +10%
RCAG
1524
Rehmann Capital Advisory Group
Michigan
$3.57M +$279K +3,747 +8%
OIA
1525
Optimum Investment Advisors
Illinois
$3.57M +$314K +4,220 +10%
59 60
61
62 63