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Microsoft
MSFT

Overview Fund Activity

2,420 hedge funds and large institutions have $355B invested in Microsoft in 2016 Q4 according to their latest regulatory filings, with 252 funds opening new positions, 915 increasing their positions, 1,072 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,420
Holders Change
+153
Holders Change %
+6.75%
% of All Funds
60.59%
Holding in Top 10
928
Holding in Top 10 Change
+84
Holding in Top 10 Change %
+9.95%
% of All Funds
23.23%
New
252
Increased
915
Reduced
1,072
Closed
63
Calls
$4.64B
Puts
$4.05B
Net Calls
+$590M
Net Calls Change
+$308M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.09B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$743M
3
Asset Management One
Asset Management One
Japan
+$712M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$702M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$625M

Top Sellers

1
MTB
Mizuho Trust & Banking
Japan
-$703M
2
Deutsche Bank
Deutsche Bank
Germany
-$682M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$380M
4
CS
Credit Suisse
Switzerland
-$341M
5
Franklin Resources
Franklin Resources
California
-$324M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBT
2001
Central Bank & Trust
Kentucky
$788K -$68.3K -1,099 -8%
FNBOMD
2002
First National Bank of Mount Dora
Florida
$787K +$81.7K +1,315 +12%
RBC
2003
Ronald Blue & Co
Georgia
$780K -$51.1K -822 -6%
MFWM
2004
Motley Fool Wealth Management
Virginia
$780K +$113K +1,814 +17%
CWM
2005
Connecticut Wealth Management
Connecticut
$774K -$34.6K -547 -4%
GKWIM
2006
Gerber Kawasaki Wealth & Investment Management
California
$773K +$40.9K +659 +6%
SRSA
2007
S.R. Schill & Associates
Washington
$771K +$34.3K +553 +5%
PFO
2008
Pathstone Family Office
New Jersey
$771K +$771K +12,408 New
OFW
2009
Omnia Family Wealth
Florida
$767K +$767K +12,342 New
MCWS
2010
McKinley Carter Wealth Services
West Virginia
$764K +$62 +1 +0%
CIAS
2011
Capital Investment Advisory Services
North Carolina
$764K +$764K +12,295 New
CHP
2012
Cable Hill Partners
Oregon
$755K -$22.1K -356 -3%
PA
2013
Planning Alternatives
Michigan
$755K -$18.7K -300 -2%
OA
2014
Outfitter Advisors
Virginia
$754K – – –
SWA
2015
SFMG Wealth Advisors
Texas
$753K +$52.8K +849 +8%
DA
2016
DSC Advisors
Illinois
$748K -$113K -1,825 -13%
MLIC
2017
Mandatum Life Insurance Company
Finland
$748K -$18K -290 -2%
FPCP
2018
Fort Point Capital Partners
California
$741K -$131K -2,078 -15%
RC
2019
Reik & Co
New York
$737K -$137K -2,207 -16%
AI
2020
Accredited Investors
Minnesota
$737K -$28.9K -465 -4%
BOS
2021
Bank of Stockton
California
$737K +$6.71K +108 +0.9%
AWA
2022
AmeriServ Wealth Advisors
Pennsylvania
$732K +$15.3K +245 +2%
SC
2023
Schulhoff & Co
Ohio
$730K – – –
SAM
2024
Security Asset Management
New York
$729K +$99.4K +1,600 +16%
LD
2025
Lipe & Dalton
New York
$723K -$37.3K -600 -5%
79 80
81
82 83