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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 %
ADL
1751
Asset Dedication LLC
California
$2.88M +$428K +5,016 +18%
PA
1752
Probity Advisors
Texas
$2.88M -$110K -1,288 -4%
JFA
1753
Johanson Financial Advisors
California
$2.87M +$137K +1,602 +5%
HI
1754
Harrington Investments
California
$2.87M +$141K +1,651 +5%
NPP
1755
New Potomac Partners
Maryland
$2.87M +$2.87M +33,585 New
HCC
1756
Hirtle Callaghan & Co
Pennsylvania
$2.86M -$56.7K -663 -2%
SIAP
1757
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.86M -$265K -3,093 -8%
PFC
1758
Poplar Forest Capital
California
$2.86M -$15.4M -180,192 -84%
BCM
1759
Boltwood Capital Management
California
$2.84M – – –
GEA
1760
Glen Eagle Advisors
New Jersey
$2.84M +$39K +456 +1%
IWP
1761
Icon Wealth Partners
Texas
$2.84M +$2.84M +33,142 New
VCM
1762
Vision Capital Management
Oregon
$2.83M +$428 +5 +0%
PFS
1763
Prospera Financial Services
Texas
$2.83M -$469K -5,424 -14%
KCM
1764
KSA Capital Management
New Jersey
$2.82M – – –
CHA
1765
Carmichael Hill & Associates
Maryland
$2.82M +$2.82M +32,992 New
ECM
1766
Exchange Capital Management
Michigan
$2.81M +$2.13M +24,846 +312%
HCA
1767
Harbour Capital Advisors
Virginia
$2.8M -$8.98K -105 -0.3%
KFP
1768
Keystone Financial Planning
Ohio
$2.8M -$17.4K -204 -0.6%
CCM
1769
Cribstone Capital Management
Maine
$2.8M -$353K -4,132 -11%
BFC
1770
Bedel Financial Consulting
Indiana
$2.8M +$2.8M +32,714 New
AAM
1771
Ascension Asset Management
New York
$2.8M +$2.8M +32,699 New
SCA
1772
Spearhead Capital Advisors
Florida
$2.79M +$2.79M +32,642 New
JCM
1773
Jag Capital Management
Missouri
$2.79M -$8.98K -105 -0.3%
MMPW
1774
Mitchell McLeod Pugh & Williams
Alabama
$2.79M +$41.7K +487 +2%
PAM
1775
Pegasus Asset Management
New York
$2.79M +$2.79M +32,556 New
69 70
71
72 73