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 %
UBG
1876
United Bank (Georgia)
Georgia
$2.24M -$147K -1,722 -6%
RGIA
1877
Rainier Group Investment Advisory
Washington
$2.24M +$13.7K +160 +0.6%
CWM
1878
CMH Wealth Management
New Hampshire
$2.23M +$32.2K +375 +1%
EHWM
1879
Eads & Heald Wealth Management
Georgia
$2.23M -$4.11K -48 -0.2%
NFG
1880
Nadler Financial Group
Illinois
$2.22M +$28.9K +338 +1%
PL
1881
Plancorp LLC
Missouri
$2.22M -$65.5K -766 -3%
DMC
1882
Drexel Morgan & Co
Pennsylvania
$2.22M +$18.2K +213 +0.8%
HFA
1883
HC Financial Advisors
California
$2.21M +$2.21M +25,792 New
PMFA
1884
Plante Moran Financial Advisors
Michigan
$2.2M +$117K +1,368 +6%
RA
1885
Rational Advisors
New York
$2.2M +$2.2M +25,692 New
SNBOSCI
1886
Security National Bank of Sioux City Iowa
Iowa
$2.19M -$55.8K -653 -2%
PP
1887
Professional Planning
California
$2.18M +$2.18M +25,429 New
GI
1888
GS Investments
Minnesota
$2.17M +$13.7K +160 +0.6%
AA
1889
ALPS Advisors
Colorado
$2.17M +$818K +9,558 +61%
EWM
1890
Endurance Wealth Management
Rhode Island
$2.17M -$81.3K -950 -4%
CGL
1891
Clarius Group LLC
Washington
$2.16M +$18.9K +221 +0.9%
AFM
1892
Andesa Financial Management
Pennsylvania
$2.16M +$2.16M +25,265 New
CCG
1893
Ceeto Capital Group
Florida
$2.16M – – –
CFMC
1894
Curbstone Financial Management Corp
New Hampshire
$2.15M -$2.26M -26,458 -51%
SI
1895
SII Investments
Wisconsin
$2.14M -$12.2M -142,080 -85%
HA
1896
Harbor Advisors
Florida
$2.14M – – –
GLI
1897
Guardian Life Insurance
New York
$2.13M +$635K +7,420 +42%
TBNY
1898
Trustco Bank (New York)
New York
$2.13M -$39.3K -460 -2%
BCM
1899
Brown Capital Management
Maryland
$2.12M -$99.6K -1,165 -4%
MSFP
1900
Mark Sheptoff Financial Planning
Connecticut
$2.11M +$51.6K +603 +3%
74 75
76
77 78