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Microsoft
MSFT

Overview Fund Activity

2,424 hedge funds and large institutions have $374B invested in Microsoft in 2017 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 946 increasing their positions, 1,178 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,424
Holders Change
+4
Holders Change %
+0.17%
% of All Funds
60.43%
Holding in Top 10
939
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.19%
% of All Funds
23.41%
New
109
Increased
946
Reduced
1,178
Closed
78
Calls
$3.82B
Puts
$3.44B
Net Calls
+$377M
Net Calls Change
-$213M

Top Buyers

1
BlackRock
BlackRock
New York
+$29.8B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$896M
3
Citadel Advisors
Citadel Advisors
Florida
+$544M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$534M
5
Capital World Investors
Capital World Investors
California
+$469M

Top Sellers

1
VH
ValueAct Holdings
California
-$1.03B
2
Franklin Resources
Franklin Resources
California
-$984M
3
LPC
Lone Pine Capital
Connecticut
-$945M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$818M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$671M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
1601
Financial Architects (New Jersey)
New Jersey
$2.59M +$25K +379 +1%
SAM
1602
Selway Asset Management
$2.58M -$92.2K -1,400 -3%
MWM
1603
Modera Wealth Management
New Jersey
$2.56M +$983K +14,924 +62%
LAIC
1604
Lederer & Associates Investment Counsel
California
$2.56M +$12.2K +185 +0.5%
BIC
1605
Bridges Investment Counsel
Nebraska
$2.56M -$1.86M -28,205 -42%
CCM
1606
Cribstone Capital Management
Maine
$2.55M +$642K +9,768 +34%
HIC
1607
Hartline Investment Corp
Illinois
$2.55M +$52.7K +800 +2%
TSWM
1608
Triangle Securities Wealth Management
North Carolina
$2.54M +$59.5K +904 +2%
VCM
1609
Vision Capital Management
Oregon
$2.53M -$579K -8,792 -19%
SFA
1610
Sequoia Financial Advisors
Ohio
$2.52M -$92.8K -1,409 -4%
LSCM
1611
LaSalle Street Capital Management
Illinois
$2.52M – – –
WPP
1612
Whalerock Point Partners
Rhode Island
$2.52M +$76.4K +1,160 +3%
MWA
1613
Marshall Wace Asia
Hong Kong
$2.51M +$2.51M +38,045 New
SFSIG
1614
San Francisco Sentry Investment Group
California
$2.5M -$28K -425 -1%
AL
1615
Aspiriant LLC
California
$2.5M +$246K +3,728 +11%
SHCM
1616
Stokes & Hubbell Capital Management
Louisiana
$2.49M +$52.4K +795 +2%
WPA
1617
Winning Points Advisors
Florida
$2.49M -$26.3K -400 -1%
PA
1618
Probity Advisors
Texas
$2.48M -$72.4K -1,099 -3%
LCM
1619
Leisure Capital Management
California
$2.48M -$178K -2,705 -7%
CYG
1620
Clean Yield Group
Vermont
$2.48M -$5.27K -80 -0.2%
PWAP
1621
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.45M -$20.6K -313 -0.8%
CSA
1622
Cottage Street Advisors
Massachusetts
$2.44M -$3.09K -47 -0.1%
AIM
1623
Acropolis Investment Management
Missouri
$2.44M +$15.7K +239 +0.6%
NONA
1624
Ninety One North America
New York
$2.43M +$2.43M +36,819 New
CGL
1625
Clarius Group LLC
Washington
$2.42M -$36.1K -548 -1%
63 64
65
66 67