MSFT icon

Microsoft
MSFT

Overview Fund Activity

2,267 hedge funds and large institutions have $322B invested in Microsoft in 2016 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 868 increasing their positions, 1,104 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,267
Holders Change
+7
Holders Change %
+0.31%
% of All Funds
60.58%
Holding in Top 10
844
Holding in Top 10 Change
+114
Holding in Top 10 Change %
+15.62%
% of All Funds
22.55%
New
95
Increased
868
Reduced
1,104
Closed
64
Calls
$3.73B
Puts
$3.45B
Net Calls
+$282M
Net Calls Change
-$221M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.82B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$569M
3
State Street
State Street
Massachusetts
+$522M
4
Capital World Investors
Capital World Investors
California
+$474M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$463M

Top Sellers

1
VH
ValueAct Holdings
California
-$1.04B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$535M
3
Macquarie Group
Macquarie Group
Australia
-$432M
4
Harris Associates
Harris Associates
Illinois
-$428M
5
Dodge & Cox
Dodge & Cox
California
-$405M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHAM
1601
Clear Harbor Asset Management
Connecticut
$1.81M -$466K -8,095 -21%
PCM
1602
Princeton Capital Management
New Jersey
$1.78M -$233K -4,038 -12%
MWM
1603
Mission Wealth Management
California
$1.78M +$73.9K +1,282 +4%
MSU
1604
Mizuho Securities USA
New York
$1.78M +$1.43M +24,829 +415%
TC
1605
Trust Company
Kansas
$1.77M -$2.75M -47,787 -61%
MHS
1606
M Holdings Securities
Oregon
$1.76M +$38.7K +672 +2%
CAM
1607
Cypress Asset Management
Texas
$1.76M +$87.9K +1,525 +5%
JDR
1608
Jay D. Rosenbaum
$1.75M +$12.1K +210 +0.7%
UFG
1609
United Fire Group
Iowa
$1.73M – – –
WP
1610
WealthPLAN Partners
Nebraska
$1.73M -$1.21M -21,223 -41%
CCM
1611
Cribstone Capital Management
Maine
$1.73M -$346K -6,077 -17%
KS
1612
Karpas Strategies
Connecticut
$1.7M +$1.79K +31 +0.1%
IA
1613
Icon Advisers
Colorado
$1.7M – – –
BWP
1614
Baldwin Wealth Partners
Massachusetts
$1.7M -$215K -3,726 -11%
PL
1615
Plancorp LLC
Missouri
$1.7M +$1.7M +29,463 New
GLI
1616
Guardian Life Insurance
New York
$1.69M -$15.3K -265 -0.9%
JFA
1617
Johanson Financial Advisors
California
$1.69M +$3.36K +58 +0.2%
Capstone Investment Advisors
1618
Capstone Investment Advisors
New York
$1.69M -$1.24M -21,528 -42%
ACM
1619
Argentus Capital Management
Texas
$1.69M -$173K -2,998 -9%
JFA
1620
JNBA Financial Advisors
Minnesota
$1.68M -$337K -5,858 -17%
S
1621
SignatureFD
Georgia
$1.68M +$213K +3,690 +14%
ATC
1622
Adirondack Trust Company
New York
$1.67M +$71.4K +1,240 +4%
AWM
1623
Avior Wealth Management
Nebraska
$1.67M +$113K +1,969 +7%
SG
1624
Somerset Group
Minnesota
$1.66M – – –
MIC
1625
Meridian Investment Counsel
California
$1.66M +$14.4K +250 +0.9%
63 64
65
66 67