MSFT icon

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 %
Kovitz Investment Group Partners
1901
Kovitz Investment Group Partners
Illinois
$1.4M +$86.8K +1,165 +7%
WCBA
1902
Weaver C. Barksdale & Associates
Tennessee
$1.39M -$94.1K -1,264 -6%
SFM
1903
Signature Financial Management
Virginia
$1.39M +$285K +4,517 +26%
SFM
1904
Signet Financial Management
New Jersey
$1.38M +$106K +1,420 +8%
NERM
1905
New England Research & Management
Illinois
$1.38M +$38.1K +511 +3%
SSG
1906
Summit Securities Group
New York
$1.37M -$16.8M -226,125 -92%
PFBT
1907
Parkside Financial Bank & Trust
Missouri
$1.37M -$9.46K -127 -0.7%
IAS
1908
IMA Advisory Services
Colorado
$1.36M +$29.6K +397 +2%
PWM
1909
Perigon Wealth Management
California
$1.36M -$2.11M -28,349 -61%
FSCM
1910
Front Street Capital Management
Montana
$1.36M -$24.2K -325 -2%
CPA
1911
Cowen Prime Advisors
New York
$1.35M -$89.4K -1,200 -6%
SGCA
1912
Steel Grove Capital Advisors
Tennessee
$1.35M +$133K +1,782 +11%
EI
1913
Elkhorn Investments
Illinois
$1.34M +$120K +1,605 +10%
DA
1914
DSC Advisors
Illinois
$1.34M +$409K +5,499 +44%
CWA
1915
Cypress Wealth Advisors
California
$1.34M +$15.4K +207 +1%
AF
1916
AMG Funds
Connecticut
$1.33M -$679K -9,121 -34%
ACM
1917
Aviance Capital Management
Florida
$1.33M -$248K -3,331 -16%
AMIM
1918
Aull & Monroe Investment Management
Alabama
$1.33M -$37.3K -500 -3%
BHB
1919
Bank Hapoalim BM
Israel
$1.32M +$417K +5,603 +46%
SS
1920
Sunbelt Securities
Texas
$1.31M +$1.05M +14,065 +394%
Members Trust
1921
Members Trust
Florida
$1.31M +$106K +1,417 +9%
IIC
1922
Integrated Investment Consultants
Michigan
$1.31M +$25.1K +337 +2%
QCMC
1923
Quantum Capital Management (California)
California
$1.31M -$10.1K -135 -0.8%
GLI
1924
Guardian Life Insurance
New York
$1.31M +$4.39K +59 +0.3%
CMANY
1925
Capital Management Associates (New York)
New York
$1.3M -$17.5K -235 -1%
75 76
77
78 79