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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 %
CCA
1851
Catalyst Capital Advisors
New York
$1.59M – – –
CD
1852
Carl Domino
Florida
$1.59M -$117K -1,575 -7%
PCM
1853
Perkins Capital Management
Minnesota
$1.58M -$29.8K -400 -2%
GWS
1854
Glassman Wealth Services
Virginia
$1.58M -$3.2K -43 -0.2%
ACP
1855
Aviance Capital Partners
Florida
$1.57M -$87K -1,168 -5%
AAM
1856
American Asset Management
Florida
$1.57M -$63.5K -852 -4%
ADBIC
1857
A.D. Beadell Investment Counsel
Wisconsin
$1.56M -$223K -3,000 -13%
OAM
1858
Occidental Asset Management
California
$1.56M +$34K +457 +2%
FCAG
1859
First Capital Advisors Group
New Jersey
$1.54M -$155K -2,083 -9%
NAM
1860
Needelman Asset Management
California
$1.54M -$72.6K -975 -5%
EAM
1861
Evanson Asset Management
California
$1.54M +$30.9K +415 +2%
BA
1862
Bristol Advisors
Pennsylvania
$1.53M +$484K +6,500 +46%
HFM
1863
Hartford Financial Management
Connecticut
$1.52M +$63.3K +850 +4%
DRD
1864
Dennis R. Delaney
$1.52M -$33.5K -450 -2%
FWP
1865
FAS Wealth Partners
Kansas
$1.52M +$177K +2,381 +13%
PG
1866
Proffitt & Goodson
Tennessee
$1.51M -$88K -1,181 -5%
WAP
1867
Wealthcare Advisory Partners
Pennsylvania
$1.51M +$1.5M +20,145 +11,446%
SNBOSD
1868
Security National Bank of So Dak
Iowa
$1.51M -$50.6K -679 -3%
HK
1869
Horizon Kinetics
New York
$1.51M +$69.3K +931 +5%
VFPI
1870
Vantage Financial Partners (Illinois)
Illinois
$1.51M -$141K -1,900 -9%
MS
1871
Marshall & Sullivan
Washington
$1.51M – – –
MIM
1872
Montgomery Investment Management
Maryland
$1.5M – – –
SM
1873
Sciencast Management
New Jersey
$1.5M +$1.5M +17,757 New
WIP
1874
Wellesley Investment Partners
Massachusetts
$1.5M -$2.23K -30 -0.1%
PC
1875
Palo Capital
California
$1.5M +$193K +2,587 +15%
73 74
75
76 77