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Microsoft
MSFT

Overview Fund Activity

2,479 hedge funds and large institutions have $426B invested in Microsoft in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 963 increasing their positions, 1,192 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,479
Holders Change
+11
Holders Change %
+0.45%
% of All Funds
61.9%
Holding in Top 10
975
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+4.17%
% of All Funds
24.34%
New
92
Increased
963
Reduced
1,192
Closed
55
Calls
$4.1B
Puts
$4.77B
Net Calls
-$675M
Net Calls Change
-$285M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.51B
2
BlackRock
BlackRock
New York
+$1.39B
3
Bank of America
Bank of America
North Carolina
+$1B
4
Capital Research Global Investors
Capital Research Global Investors
California
+$764M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$587M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.01B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$855M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$709M
4
Gates Foundation Trust
Gates Foundation Trust
Washington
-$596M
5
VH
ValueAct Holdings
California
-$521M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
1801
BMT Investment Advisors
Pennsylvania
$1.82M +$1.82M +24,426 New
PMFA
1802
Plante Moran Financial Advisors
Michigan
$1.82M +$69K +927 +4%
PIM
1803
Partner Investment Management
California
$1.81M -$121K -1,628 -6%
BFPW
1804
BOK Financial Private Wealth
Colorado
$1.81M -$27.8K -373 -2%
HFBOT
1805
Home Federal Bank of Tennessee
Tennessee
$1.8M -$14.9K -200 -0.8%
NCM
1806
Northside Capital Management
Oregon
$1.8M – – –
MSFP
1807
Mark Sheptoff Financial Planning
Connecticut
$1.8M +$59.6K +800 +3%
KS
1808
Karpas Strategies
Connecticut
$1.79M +$2.01K +27 +0.1%
PWSG
1809
Pacific Wealth Strategies Group
California
$1.79M +$95.8K +1,286 +6%
TPWA
1810
TRUE Private Wealth Advisors
Oregon
$1.79M +$22.3K +299 +1%
CAS
1811
Cue Advisory Services
Arizona
$1.78M -$44.9K -603 -2%
KA
1812
Kovack Advisors
Florida
$1.77M -$409K -5,486 -19%
Carson Wealth (CWM LLC)
1813
Carson Wealth (CWM LLC)
Nebraska
$1.75M -$527K -7,077 -23%
GAG
1814
GM Advisory Group
New York
$1.74M +$6.18K +83 +0.4%
CRCM
1815
Crystal Rock Capital Management
Illinois
$1.73M +$479K +6,425 +38%
KC
1816
Kepos Capital
New York
$1.73M +$1.73M +23,282 New
PIM
1817
Platinum Investment Management
Australia
$1.73M – – –
FIM
1818
Farmhouse Investment Management
California
$1.73M – – –
TIM
1819
Thornburg Investment Management
New Mexico
$1.72M – – –
GIM
1820
Guardian Investment Management
California
$1.71M -$223K -3,000 -12%
BW
1821
Bison Wealth
Georgia
$1.71M -$40.4K -542 -2%
SRCM
1822
Swift Run Capital Management
Virginia
$1.71M -$18.6K -250 -1%
MC
1823
Miles Capital
Iowa
$1.7M -$115K -1,541 -6%
YP
1824
Yellowstone Partners
Idaho
$1.7M +$1.7M +22,853 New
WIM
1825
Westside Investment Management
California
$1.7M +$20.8K +273 +1%
71 72
73
74 75