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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 %
LWM
1976
Lenox Wealth Management
Ohio
$1.14M +$65.1K +874 +6%
MSU
1977
Mizuho Securities USA
New York
$1.14M +$1.14M +15,307 New
BBNB
1978
Baker Boyer National Bank
Washington
$1.14M -$37.3K -500 -3%
GCP
1979
GSA Capital Partners
United Kingdom
$1.13M +$245K +3,285 +28%
CG
1980
Cutler Group
California
$1.12M -$7.31M -98,134 -87%
GC
1981
Gruss & Co
Florida
$1.12M +$134K +1,800 +14%
MFS
1982
Madrona Financial Services
Washington
$1.11M +$1.64K +22 +0.1%
PHAM
1983
Palisades Hudson Asset Management
Florida
$1.11M -$8.2K -110 -0.7%
NCM
1984
Nelson Capital Management
California
$1.11M -$29.8K -400 -3%
KTC
1985
Kistler-Tiffany Companies
Pennsylvania
$1.1M +$487K +6,531 +80%
HA
1986
Halsey Associates
Connecticut
$1.09M – – –
PA
1987
Planning Alternatives
Michigan
$1.08M -$70.9K -952 -6%
MCM
1988
Manchester Capital Management
Vermont
$1.08M – – –
FNBSF
1989
First National Bank Sioux Falls
South Dakota
$1.08M -$85.1K -1,143 -7%
CHP
1990
Cable Hill Partners
Oregon
$1.08M +$220K +2,947 +26%
CPA
1991
Clear Perspective Advisors
Illinois
$1.07M -$120K -1,609 -10%
CCWA
1992
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.07M +$1.07M +14,390 New
TAM
1993
Todd Asset Management
Kentucky
$1.07M – – –
NP
1994
NorthRock Partners
Minnesota
$1.06M +$391K +5,248 +58%
CA
1995
Capital Advantage
California
$1.06M -$58.5K -785 -5%
HCM
1996
HMS Capital Management
Tennessee
$1.06M +$1.06M +14,247 New
WP
1997
WealthSource Partners
California
$1.06M -$18.7K -251 -2%
JG
1998
Jefferies Group
New York
$1.06M -$35.5M -476,830 -97%
CC
1999
Cognios Capital
Kansas
$1.06M -$129K -1,736 -11%
GHA
2000
Garcia Hamilton & Associates
Texas
$1.05M -$1.2M -16,141 -53%
78 79
80
81 82