MSFT icon

Microsoft
MSFT

Overview Fund Activity

2,745 hedge funds and large institutions have $487B invested in Microsoft in 2017 Q4 according to their latest regulatory filings, with 343 funds opening new positions, 951 increasing their positions, 1,268 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,745
Holders Change
+266
Holders Change %
+10.73%
% of All Funds
62.34%
Holding in Top 10
1,118
Holding in Top 10 Change
+143
Holding in Top 10 Change %
+14.67%
% of All Funds
25.39%
New
343
Increased
951
Reduced
1,268
Closed
49
Calls
$4.65B
Puts
$7.11B
Net Calls
-$2.46B
Net Calls Change
-$1.79B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.04B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$853M
3
AAMU
Amundi Asset Management US
Massachusetts
+$778M
4
TCI Fund Management
TCI Fund Management
United Kingdom
+$690M
5
Barclays
Barclays
United Kingdom
+$452M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.51B
2
Credit Agricole
Credit Agricole
France
-$771M
3
Bank of America
Bank of America
North Carolina
-$759M
4
Gates Foundation Trust
Gates Foundation Trust
Washington
-$684M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$536M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
1601
Shepherd Financial Partners
Massachusetts
$3.93M -$107K -1,256 -3%
ATC
1602
Argent Trust Co
Tennessee
$3.92M -$199K -2,330 -5%
IH
1603
IFC Holdings
Florida
$3.92M +$130K +1,519 +3%
MWM
1604
Mission Wealth Management
California
$3.92M +$182K +2,125 +5%
HW
1605
Hedeker Wealth
Illinois
$3.92M +$278K +3,254 +8%
TCOO
1606
Trust Company of Oklahoma
Oklahoma
$3.9M +$314K +3,669 +9%
ARTA
1607
A.R.T. Advisors
New York
$3.9M +$3.9M +45,600 New
BA
1608
Bennicas & Associates
California
$3.9M -$407K -4,760 -9%
Wealth Enhancement Advisory Services
1609
Wealth Enhancement Advisory Services
Minnesota
$3.89M +$375K +4,183 +11%
MIP
1610
Marietta Investment Partners
Wisconsin
$3.88M +$34.2K +400 +0.9%
BFM
1611
Boothbay Fund Management
New York
$3.87M -$1.17M -13,646 -23%
BO
1612
Bank OZK
Arkansas
$3.87M +$259K +3,029 +7%
FIM
1613
Freedom Investment Management
Connecticut
$3.87M -$177K -2,066 -4%
TCM
1614
Texan Capital Management
Texas
$3.86M -$209K -2,439 -5%
ARMT
1615
Amica Retiree Medical Trust
Rhode Island
$3.86M – – –
PHIMC
1616
Private Harbour Investment Management & Counsel
Ohio
$3.85M -$39.8K -465 -1%
WA
1617
WBH Advisory
Maryland
$3.85M -$169K -1,973 -4%
CK
1618
Cohen Klingenstein
New York
$3.85M – – –
RC
1619
RBF Capital
California
$3.85M – – –
PM
1620
Precept Management
Texas
$3.85M – – –
OC
1621
Oarsman Capital
Wisconsin
$3.85M -$62.2K -727 -2%
AMG
1622
Advisors Management Group
Wisconsin
$3.84M -$20.8K -243 -0.5%
WAOTB
1623
Wealth Advisors of Tampa Bay
Florida
$3.83M +$3.83M +43,383 New
Cetera Investment Advisers
1624
Cetera Investment Advisers
Illinois
$3.83M +$39.1K +456 +1%
PFSC
1625
Peoples Financial Services Corp
Pennsylvania
$3.83M -$12.8K -150 -0.3%
63 64
65
66 67