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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 %
KS
1801
Karpas Strategies
Connecticut
$1.66M +$1.93K +28 +0.1%
BTNA
1802
Bremer Trust National Association
Minnesota
$1.66M -$234K -3,401 -12%
ADBIC
1803
A.D. Beadell Investment Counsel
Wisconsin
$1.65M -$3.45K -50 -0.2%
TPWA
1804
TRUE Private Wealth Advisors
Oregon
$1.64M +$184K +2,671 +13%
Lido Advisors
1805
Lido Advisors
California
$1.63M -$1.13M -16,350 -41%
RMAM
1806
Raab & Moskowitz Asset Management
New Jersey
$1.62M +$91.5K +1,281 +6%
BW
1807
Bison Wealth
Georgia
$1.62M -$29.4K -427 -2%
GC
1808
Gilbert & Cook
Iowa
$1.62M +$821K +11,904 +103%
PMFA
1809
Plante Moran Financial Advisors
Michigan
$1.62M -$56.4K -818 -3%
ICOM
1810
Investment Counselors of Maryland
Maryland
$1.62M -$15.5K -225 -1%
BCM
1811
Bayesian Capital Management
New York
$1.61M +$1.61M +23,391 New
MSFP
1812
Mark Sheptoff Financial Planning
Connecticut
$1.61M +$37.8K +549 +2%
GAG
1813
GM Advisory Group
New York
$1.6M -$134K -1,942 -8%
EU
1814
Emory University
Georgia
$1.6M -$173K -2,506 -10%
PIM
1815
Platinum Investment Management
Australia
$1.6M +$1.6M +23,200 New
SRCM
1816
Swift Run Capital Management
Virginia
$1.6M -$44.8K -650 -3%
FIM
1817
Farmhouse Investment Management
California
$1.6M – – –
WAS
1818
Winch Advisory Services
Wisconsin
$1.59M +$152K +2,205 +11%
TIM
1819
Thornburg Investment Management
New Mexico
$1.59M – – –
CD
1820
Carl Domino
Florida
$1.58M -$212K -3,075 -12%
FCAG
1821
First Capital Advisors Group
New Jersey
$1.57M -$90.2K -1,309 -5%
PWSG
1822
Pacific Wealth Strategies Group
California
$1.57M +$109K +1,587 +7%
EA
1823
Emerald Advisers
Pennsylvania
$1.55M +$483 +7 +0%
PAG
1824
Pinnacle Advisory Group
Maryland
$1.55M -$193K -2,797 -11%
BCM
1825
Brookmont Capital Management
Texas
$1.54M +$995K +14,431 +181%
71 72
73
74 75