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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 %
AIM
1701
Acropolis Investment Management
Missouri
$3.24M +$298K +3,483 +10%
BCSB
1702
Bristol County Savings Bank
Massachusetts
$3.23M +$535K +6,252 +20%
WPA
1703
Winning Points Advisors
Florida
$3.23M +$21.7K +254 +0.7%
Harris Associates
1704
Harris Associates
Illinois
$3.23M -$206M -2,407,725 -98%
IT
1705
Independence Trust
Tennessee
$3.22M – – –
AMAL
1706
Asset Management Advisors LLC
Oklahoma
$3.22M +$85.1K +995 +3%
CSA
1707
Cottage Street Advisors
Massachusetts
$3.22M +$1.63K +19 +0.1%
GSC
1708
G&S Capital
Colorado
$3.21M +$3.21M +37,557 New
MIM
1709
Miller Investment Management
Pennsylvania
$3.21M – – –
CWM
1710
Cornerstone Wealth Management
Missouri
$3.2M +$160K +1,810 +5%
LC
1711
Lourd Capital
California
$3.18M +$748K +8,746 +31%
FHA
1712
Flagship Harbor Advisors
Massachusetts
$3.16M +$314K +3,550 +11%
JSL
1713
JT Stratford LLC
Georgia
$3.16M -$261K -3,054 -8%
ATIA
1714
American Trust Investment Advisors
New Hampshire
$3.16M +$23.1K +270 +0.7%
PWMAG
1715
Pinnacle Wealth Management Advisory Group
New Jersey
$3.15M +$96.8K +1,131 +3%
AAMA
1716
Advanced Asset Management Advisors
Ohio
$3.15M +$3.15M +36,775 New
JAM
1717
JCIC Asset Management
Ontario, Canada
$3.14M -$50.9K -595 -2%
IP
1718
Investment Partners
Ohio
$3.13M +$435K +5,088 +16%
PRHC
1719
P.R. Herzig & Co
New York
$3.13M -$235K -2,750 -7%
MHS
1720
M Holdings Securities
Oregon
$3.1M +$97.5K +1,140 +3%
SAM
1721
Selway Asset Management
$3.1M -$479K -5,600 -13%
MCP
1722
Martin Capital Partners
Oregon
$3.1M +$3.1M +36,179 New
SCM
1723
SOL Capital Management
Maryland
$3.09M -$488K -5,700 -14%
WI
1724
Wintrust Investments
Illinois
$3.06M -$6.42K -75 -0.2%
SAM
1725
SignalPoint Asset Management
Missouri
$3.05M +$31.5K +368 +1%
67 68
69
70 71