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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 %
FIM
1826
Fruth Investment Management
Texas
$2.52M -$70.1K -820 -3%
AAS
1827
Annex Advisory Services
Wisconsin
$2.51M +$56.2K +657 +2%
JDR
1828
Jay D. Rosenbaum
$2.5M +$2.14K +25 +0.1%
CA
1829
Cynosure Advisors
Utah
$2.47M +$2.47M +28,874 New
RIM
1830
Regent Investment Management
Kentucky
$2.46M -$103K -1,210 -4%
FFA
1831
Fragasso Financial Advisors
Pennsylvania
$2.46M +$42.3K +494 +2%
EWA
1832
EP Wealth Advisors
California
$2.45M +$61.1K +714 +3%
GVT
1833
Genesee Valley Trust
New York
$2.44M -$86.8K -1,015 -3%
CCC
1834
Chelsea Counsel Company
California
$2.44M +$190K +2,218 +8%
NCM
1835
Northwest Capital Management
Oregon
$2.44M +$2.44M +28,523 New
KWM
1836
Kingsview Wealth Management
Oregon
$2.44M +$509K +5,952 +26%
CIC
1837
Cornercap Investment Counsel
Georgia
$2.43M -$80.4K -940 -3%
VWA
1838
V Wealth Advisors
Kansas
$2.43M +$968K +11,002 +66%
PCMC
1839
Paragon Capital Management (Colorado)
Colorado
$2.42M -$26.4K -308 -1%
HAI
1840
Hennessy Advisors Inc
California
$2.42M +$2.42M +28,240 New
CS
1841
Comerica Securities
Michigan
$2.41M +$32K +374 +1%
FCIM
1842
Fairview Capital Investment Management
California
$2.41M +$25.7K +300 +1%
SAM
1843
Shamrock Asset Management
Texas
$2.4M +$8.04K +94 +0.3%
BIM
1844
Barton Investment Management
Pennsylvania
$2.39M – – –
SEC
1845
Seven Eight Capital
New York
$2.37M +$2.37M +27,735 New
SG
1846
Somerset Group
Minnesota
$2.37M – – –
S
1847
SimplyRich
California
$2.37M +$2.37M +27,695 New
UAS
1848
United Asset Strategies
New York
$2.36M +$188K +2,201 +9%
GP
1849
Greenline Partners
New York
$2.36M +$2.36M +27,642 New
CRCM
1850
Crystal Rock Capital Management
Illinois
$2.36M +$366K +4,280 +18%
72 73
74
75 76