MSFT icon

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 %
MVA
1726
Mount Vernon Associates
Maryland
$1.99M +$13.8K +200 +0.7%
CO
1727
Caldwell & Orkin
Georgia
$1.99M -$2.18M -31,685 -52%
QCG
1728
Quadrant Capital Group
Ohio
$1.99M -$53.6K -820 -3%
BWA
1729
BDO Wealth Advisors
Florida
$1.97M +$1.97M +28,513 New
SAM
1730
Shamrock Asset Management
Texas
$1.96M +$385K +5,587 +24%
EWA
1731
EP Wealth Advisors
California
$1.96M +$687K +9,963 +54%
MCM
1732
Matarin Capital Management
New York
$1.96M +$278K +4,027 +17%
FFSOTS
1733
Fiduciary Financial Services of The Southwest
Texas
$1.95M +$375K +5,442 +24%
MFBTD
1734
MB Financial Bank - Trust Department
Illinois
$1.95M +$13.4K +195 +0.7%
SMM
1735
Stadion Money Management
Georgia
$1.93M -$1.81M -26,244 -48%
DIP
1736
DT Investment Partners
Pennsylvania
$1.93M +$327K +4,737 +20%
PBT
1737
Pictet Bank & Trust
Bahamas
$1.93M +$1.93M +28,000 New
LC
1738
Lourd Capital
California
$1.93M +$88.5K +1,284 +5%
BIM
1739
Barton Investment Management
Pennsylvania
$1.93M – – –
MBT
1740
Monroe Bank & Trust
Michigan
$1.92M -$273K -3,957 -12%
WA1
1741
Wimmer Associates 1
California
$1.92M +$138K +2,008 +8%
CAW
1742
Cornerstone Advisors (Washington)
Washington
$1.91M -$323K -4,687 -14%
SG
1743
Somerset Group
Minnesota
$1.91M -$80.9K -1,174 -4%
CFMC
1744
Curbstone Financial Management Corp
New Hampshire
$1.9M -$54.4K -789 -3%
GKFF
1745
George Kaiser Family Foundation
Oklahoma
$1.89M – – –
Rafferty Asset Management
1746
Rafferty Asset Management
New York
$1.89M +$183K +2,656 +11%
ATC
1747
Adirondack Trust Company
New York
$1.89M -$109K -1,575 -5%
MIC
1748
Meridian Investment Counsel
California
$1.89M +$6.89K +100 +0.4%
EHWM
1749
Eads & Heald Wealth Management
Georgia
$1.88M -$56.9K -825 -3%
CCMT
1750
CMT Capital Markets Trading
Germany
$1.87M +$1.87M +27,189 New
68 69
70
71 72