MSFT icon

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 %
MFBTD
1851
MB Financial Bank - Trust Department
Illinois
$2.36M +$2.31K +27 +0.1%
GKFF
1852
George Kaiser Family Foundation
Oklahoma
$2.35M – – –
EWG
1853
Executive Wealth Group
Washington
$2.35M +$2.35M +27,451 New
AF
1854
Allworth Financial
California
$2.35M +$44.1K +515 +2%
HWA
1855
Heritage Wealth Advisors
Virginia
$2.35M +$148K +1,734 +7%
MIC
1856
Meridian Investment Counsel
California
$2.34M -$8.55K -100 -0.4%
MWM
1857
Meridian Wealth Management
Kentucky
$2.34M +$87.2K +1,131 +4%
AFP
1858
Ausdal Financial Partners
Iowa
$2.32M +$401K +4,685 +21%
BIA
1859
BMT Investment Advisors
Pennsylvania
$2.31M +$216K +2,527 +10%
WA1
1860
Wimmer Associates 1
California
$2.3M +$24.2K +283 +1%
AFNAS
1861
American Financial Network Advisory Services
California
$2.3M -$111K -1,298 -5%
AFC
1862
AFT Forsyth & Company
Florida
$2.29M +$2.29M +26,816 New
MBT
1863
Monroe Bank & Trust
Michigan
$2.29M -$43.2K -505 -2%
ATC
1864
Adirondack Trust Company
New York
$2.29M -$64.8K -758 -3%
WAP
1865
Wealthcare Advisory Partners
Pennsylvania
$2.28M +$546K +6,385 +31%
HIM
1866
Hutchens Investment Management
New Hampshire
$2.28M +$67.3K +787 +3%
BCFS
1867
Butensky & Cohen Financial Security
Florida
$2.28M -$192K -2,243 -8%
Koshinski Asset Management
1868
Koshinski Asset Management
Illinois
$2.28M +$20.9K +244 +0.9%
CPIG
1869
Chicago Partners Investment Group
Illinois
$2.27M -$2.31K -27 -0.1%
RPC
1870
Rossmore Private Capital
Connecticut
$2.27M +$2.27M +26,507 New
BWA
1871
BDO Wealth Advisors
Florida
$2.27M -$145K -1,697 -6%
PBT
1872
Pictet Bank & Trust
Bahamas
$2.26M -$188K -2,200 -8%
PWSG
1873
Pacific Wealth Strategies Group
California
$2.26M +$202K +2,366 +10%
WAS
1874
Winch Advisory Services
Wisconsin
$2.25M +$115K +1,348 +5%
FPS
1875
Fieldpoint Private Securities
Connecticut
$2.24M -$1.28M -14,911 -36%
73 74
75
76 77