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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 %
SCA
1701
Snowden Capital Advisors
New York
$2.17M +$39.2K +569 +2%
JDR
1702
Jay D. Rosenbaum
$2.17M +$20K +290 +0.9%
WFI
1703
West Family Investments
California
$2.17M – – –
SCM
1704
Sterneck Capital Management
Missouri
$2.16M +$4.76K +69 +0.2%
PCP
1705
Proficio Capital Partners
Massachusetts
$2.15M -$5.27K -73 -0.2%
Wealth Enhancement Advisory Services
1706
Wealth Enhancement Advisory Services
Minnesota
$2.15M -$1M -14,286 -32%
JFA
1707
Johanson Financial Advisors
California
$2.14M +$41.4K +601 +2%
IP
1708
Investment Partners
Ohio
$2.14M +$136K +1,974 +7%
HIM
1709
Herald Investment Management
United Kingdom
$2.11M – – –
ECM
1710
EagleClaw Capital Management
Massachusetts
$2.1M -$13.8K -200 -0.7%
Carson Wealth (CWM LLC)
1711
Carson Wealth (CWM LLC)
Nebraska
$2.1M -$114K -1,651 -5%
FIM
1712
Fruth Investment Management
Texas
$2.1M +$7.65K +111 +0.4%
DSAM
1713
Dock Street Asset Management
Florida
$2.09M +$27.2K +395 +1%
GHA
1714
Garcia Hamilton & Associates
Texas
$2.09M -$1.51M -21,946 -42%
MWM
1715
Meridian Wealth Management
Kentucky
$2.08M +$10.3K +150 +0.5%
LC
1716
LCNB Corp
Ohio
$2.08M -$15.8K -229 -0.8%
UFG
1717
United Fire Group
Iowa
$2.07M – – –
KWMG
1718
King Wealth Management Group
Florida
$2.07M +$54.5K +791 +3%
PL
1719
Plancorp LLC
Missouri
$2.05M +$36.9K +536 +2%
HCA
1720
Harbour Capital Advisors
Virginia
$2.05M -$44.2K -641 -2%
LOAMS
1721
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.04M – – –
UBG
1722
United Bank (Georgia)
Georgia
$2.03M -$48.6K -705 -2%
BCFS
1723
Butensky & Cohen Financial Security
Florida
$2.03M -$125K -1,815 -6%
RT
1724
Rockland Trust
Massachusetts
$2.01M -$104K -1,503 -5%
KA
1725
Kovack Advisors
Florida
$2.01M +$579K +8,398 +40%
67 68
69
70 71