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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 %
SFM
1926
Signet Financial Management
New Jersey
$1.18M -$84.7K -1,229 -7%
PAS
1927
Partnervest Advisory Services
California
$1.18M -$53.1K -770 -4%
CASB
1928
Cape Ann Savings Bank
Massachusetts
$1.17M -$4.14K -60 -0.4%
IIA
1929
IPG Investment Advisors
California
$1.17M +$26.1K +379 +2%
SLA
1930
Silver Lake Advisory
Utah
$1.17M +$8.41K +122 +0.7%
DW
1931
Domani Wealth
Pennsylvania
$1.17M -$52.8K -767 -4%
CRCM
1932
Crystal Rock Capital Management
Illinois
$1.16M +$1.16M +16,850 New
RFA
1933
Reilly Financial Advisors
California
$1.16M +$68.8K +998 +6%
MFW
1934
Mosaic Family Wealth
Missouri
$1.16M +$27.3K +397 +2%
DCM
1935
Driehaus Capital Management
Illinois
$1.16M +$887K +12,867 +331%
RCA
1936
Rowland Carmichael Advisors
Arizona
$1.15M +$62.9K +912 +6%
FC
1937
Financial Consulate
Maryland
$1.15M +$255K +3,693 +29%
VWA
1938
V Wealth Advisors
Kansas
$1.14M +$20.6K +298 +2%
CWM
1939
Confluence Wealth Management
Oregon
$1.14M +$205K +2,976 +22%
AFS
1940
Access Financial Services
Minnesota
$1.13M -$53.1K -770 -4%
EFSCE
1941
Enterprise Financial Services Corp (EFSC)
Missouri
$1.13M -$156K -2,267 -12%
SGCA
1942
Steel Grove Capital Advisors
Tennessee
$1.12M -$109K -1,582 -9%
AA
1943
ALPS Advisors
Colorado
$1.12M +$192K +2,781 +21%
AWS
1944
AJ Wealth Strategies
New York
$1.12M +$627K +9,094 +128%
Members Trust
1945
Members Trust
Florida
$1.12M -$78K -1,131 -7%
QSS
1946
Quantitative Systematic Strategies
Florida
$1.12M -$1.13M -16,453 -50%
NBC
1947
Neuberger Berman Canada
Ontario, Canada
$1.11M -$18.3K -265 -2%
BL
1948
Balentine LLC
Georgia
$1.11M +$38.7K +561 +4%
BKA
1949
Brick & Kyle Associates
Pennsylvania
$1.11M -$84.5K -1,227 -7%
MFW
1950
Meristem Family Wealth
Minnesota
$1.11M -$52.9K -768 -5%
76 77
78
79 80