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Microsoft
MSFT

Overview Fund Activity

2,468 hedge funds and large institutions have $395B invested in Microsoft in 2017 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 944 increasing their positions, 1,219 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,468
Holders Change
+44
Holders Change %
+1.82%
% of All Funds
61.62%
Holding in Top 10
936
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-0.32%
% of All Funds
23.37%
New
115
Increased
944
Reduced
1,219
Closed
49
Calls
$4.01B
Puts
$4.4B
Net Calls
-$389M
Net Calls Change
-$766M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$4.41B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$3.26B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$2.91B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.73B
5
LPC
Lone Pine Capital
Connecticut
+$668M

Top Sellers

1
State Street
State Street
Massachusetts
-$739M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$649M
3
Barclays
Barclays
United Kingdom
-$597M
4
Franklin Resources
Franklin Resources
California
-$504M
5
GIM
Generation Investment Management
United Kingdom
-$499M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
1601
Selway Asset Management
$2.85M +$145K +2,100 +5%
TNBTD
1602
Trustmark National Bank Trust Department
Mississippi
$2.84M +$121K +1,759 +4%
SG
1603
StoneX Group
New York
$2.83M +$1.95M +28,238 +221%
ACM
1604
Alta Capital Management
Utah
$2.82M -$53.6K -777 -2%
BAM
1605
Bruderman Asset Management
New York
$2.82M -$1.4M -20,297 -33%
SFA
1606
Sequoia Financial Advisors
Ohio
$2.81M +$174K +2,523 +7%
BPCE
1607
Bank Pictet & Cie (Europe)
Germany
$2.8M +$502K +7,278 +22%
MBT
1608
Montecito Bank & Trust
California
$2.8M -$420K -6,094 -13%
HWA
1609
Heritage Way Advisors
Illinois
$2.79M -$71K -1,030 -2%
OC
1610
Oakworth Capital
Alabama
$2.78M +$15.5K +225 +0.6%
TSWM
1611
Triangle Securities Wealth Management
North Carolina
$2.78M +$118K +1,705 +4%
PWAP
1612
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.77M +$204K +2,964 +8%
YWP
1613
YorkBridge Wealth Partners
New York
$2.76M -$92.9K -1,363 -3%
WA
1614
Waverly Advisors
Alabama
$2.76M +$236K +3,424 +9%
FFA
1615
Fragasso Financial Advisors
Pennsylvania
$2.76M -$94.2K -1,367 -3%
LAIC
1616
Lederer & Associates Investment Counsel
California
$2.75M +$71K +1,030 +3%
Cetera Investment Advisers
1617
Cetera Investment Advisers
Illinois
$2.74M +$329K +4,765 +14%
PRHC
1618
P.R. Herzig & Co
New York
$2.74M -$62K -900 -2%
AI
1619
ArchPoint Investors
Florida
$2.73M -$43.9K -637 -2%
WPP
1620
Whalerock Point Partners
Rhode Island
$2.73M +$96.9K +1,405 +4%
NFA
1621
Nuveen Fund Advisors
Illinois
$2.73M -$775K -11,249 -22%
APTFM
1622
AGUR Provident & Training Funds Management
Israel
$2.71M – – –
BRC
1623
Bell Rock Capital
Delaware
$2.7M +$1.6M +23,243 +146%
SIAP
1624
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.68M -$34.1K -495 -1%
CYG
1625
Clean Yield Group
Vermont
$2.67M -$61.9K -850 -2%
63 64
65
66 67