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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 %
JIC
1676
Joel Isaacson & Co
New York
$2.32M -$30.6K -444 -1%
Tudor Investment Corp
1677
Tudor Investment Corp
Connecticut
$2.32M +$2.32M +33,604 New
SC
1678
Searle & Co
Connecticut
$2.31M -$13.8K -200 -0.6%
KC
1679
Kingfisher Capital
North Carolina
$2.31M +$43.6K +632 +2%
IFB
1680
iAB Financial Bank
Indiana
$2.3M +$140K +2,026 +6%
HW
1681
Hedeker Wealth
Illinois
$2.3M -$149K -2,163 -6%
MHS
1682
M Holdings Securities
Oregon
$2.29M +$44.7K +649 +2%
VCM
1683
Vision Capital Management
Oregon
$2.28M -$364K -5,285 -14%
KCM
1684
KSA Capital Management
New Jersey
$2.28M – – –
KFP
1685
Keystone Financial Planning
Ohio
$2.27M -$87.1K -1,264 -4%
HA
1686
Hamel Associates
New Jersey
$2.27M -$32K -464 -1%
FPS
1687
Fieldpoint Private Securities
Connecticut
$2.27M +$814K +11,815 +56%
CWM
1688
Cornerstone Wealth Management
Missouri
$2.27M +$289K +4,151 +15%
PTCG
1689
Pring Turner Capital Group
California
$2.26M +$21.7K +315 +1%
SFA
1690
Stewardship Financial Advisors
Georgia
$2.22M -$35.8K -520 -2%
JWM
1691
Jacobus Wealth Management
Wisconsin
$2.22M +$317K +4,600 +17%
MMPW
1692
Mitchell McLeod Pugh & Williams
Alabama
$2.21M +$542K +7,860 +32%
AB
1693
AT Bancorp
Iowa
$2.21M -$1.47M -21,311 -40%
BHBT
1694
Burke & Herbert Bank & Trust
Virginia
$2.21M – – –
PIM
1695
Profit Investment Management
Maryland
$2.2M -$101K -1,459 -4%
MCM
1696
Marathon Capital Management
Maryland
$2.2M -$3.59K -52 -0.2%
BI
1697
Boulegeris Investments
Georgia
$2.2M +$399K +5,795 +22%
AIM
1698
Aspen Investment Management
Michigan
$2.2M -$17.2K -250 -0.8%
Verition Fund Management
1699
Verition Fund Management
Connecticut
$2.19M +$2.19M +31,821 New
FHA
1700
Flagship Harbor Advisors
Massachusetts
$2.18M +$141K +2,024 +7%
66 67
68
69 70