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Microsoft
MSFT

Overview Fund Activity

2,468 hedge funds and large institutions have $395B invested in Microsoft in 2017 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 944 increasing their positions, 1,219 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,468
Holders Change
+44
Holders Change %
+1.82%
% of All Funds
61.62%
Holding in Top 10
936
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-0.32%
% of All Funds
23.37%
New
115
Increased
944
Reduced
1,219
Closed
49
Calls
$4.01B
Puts
$4.4B
Net Calls
-$389M
Net Calls Change
-$766M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$4.41B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$3.26B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$2.91B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.73B
5
LPC
Lone Pine Capital
Connecticut
+$668M

Top Sellers

1
State Street
State Street
Massachusetts
-$739M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$649M
3
Barclays
Barclays
United Kingdom
-$597M
4
Franklin Resources
Franklin Resources
California
-$504M
5
GIM
Generation Investment Management
United Kingdom
-$499M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMIM
1901
Aull & Monroe Investment Management
Alabama
$1.26M -$8.62K -125 -0.7%
ICM
1902
IMS Capital Management
Oregon
$1.25M +$83.2K +1,207 +7%
MS
1903
Marshall & Sullivan
Washington
$1.25M -$138K -2,000 -10%
QAM
1904
Quantres Asset Management
Cayman Islands
$1.25M +$1.25M +18,100 New
SS
1905
Simplicity Solutions
Minnesota
$1.25M +$187K +2,713 +18%
FWP
1906
FAS Wealth Partners
Kansas
$1.24M +$72.6K +1,054 +6%
NERM
1907
New England Research & Management
Illinois
$1.24M +$162K +2,350 +15%
LSC
1908
Lesa Sroufe & Co
Washington
$1.23M -$1.93K -28 -0.2%
PH
1909
Pinnacle Holdings
Oklahoma
$1.23M +$109K +1,585 +10%
IAS
1910
IMA Advisory Services
Colorado
$1.23M +$8.69K +126 +0.7%
CWA
1911
Cypress Wealth Advisors
California
$1.22M -$2.57M -37,341 -68%
QCMC
1912
Quantum Capital Management (California)
California
$1.22M -$4.28K -62 -0.3%
CMANY
1913
Capital Management Associates (New York)
New York
$1.22M -$34.5K -500 -3%
Kovitz Investment Group Partners
1914
Kovitz Investment Group Partners
Illinois
$1.21M +$20.6K +299 +2%
PC
1915
Palo Capital
California
$1.21M -$375K -5,438 -24%
CNC
1916
Citizens & Northern Corp
Pennsylvania
$1.21M +$20.7K +300 +2%
GLI
1917
Guardian Life Insurance
New York
$1.2M -$854K -12,386 -41%
SFM
1918
Signature Financial Management
Virginia
$1.2M +$354K +5,134 +42%
Cerity Partners
1919
Cerity Partners
New York
$1.2M -$11.2M -145,472 -90%
IFS
1920
Ifrah Financial Services
Arkansas
$1.2M -$17.4K -253 -1%
TIP
1921
Torray Investment Partners
Maryland
$1.2M -$14.9K -216 -1%
EI
1922
Elkhorn Investments
Illinois
$1.19M +$1.19M +16,412 New
TNAM
1923
Terra Nova Asset Management
New York
$1.19M -$17.6K -255 -1%
IIC
1924
Integrated Investment Consultants
Michigan
$1.19M -$6.55K -95 -0.5%
NCM
1925
Neumann Capital Management
California
$1.19M – – –
75 76
77
78 79