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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 %
BOS
2001
Bank of Stockton
California
$922K +$2.48K +36 +0.3%
BEC
2002
Blue Edge Capital
Virginia
$917K +$917K +13,298 New
HHGA
2003
Halbert Hargrove Global Advisors
California
$915K -$304K -4,416 -25%
NSB
2004
Norway Savings Bank
Maine
$911K +$16.8K +244 +2%
GC
2005
Gruss & Co
Florida
$910K -$689K -10,000 -43%
DT
2006
Diversified Trust
Tennessee
$908K -$2.26M -32,854 -71%
VIA
2007
Vantage Investment Advisors
Pennsylvania
$908K -$114K -1,653 -11%
GAM
2008
Gould Asset Management
California
$906K -$10.3K -150 -1%
PCM
2009
Pointe Capital Management
Michigan
$905K -$76.4K -1,108 -8%
SIC
2010
Schwartz Investment Counsel
Michigan
$900K -$69K -1,000 -7%
FC
2011
Fayerweather Charles
$899K -$24.2K -352 -3%
BCP
2012
Berkeley Capital Partners
Georgia
$897K -$66.8K -969 -7%
FC
2013
Forte Capital
New York
$897K -$44.7K -648 -5%
FPB
2014
First PREMIER Bank
South Dakota
$877K +$23.3K +338 +3%
WA
2015
Wealth Architects
California
$875K +$103K +1,498 +13%
CWM
2016
Connecticut Wealth Management
Connecticut
$873K +$15.4K +220 +2%
IUHSA
2017
Itau Unibanco Holding S.A.
Brazil
$873K +$719K +10,425 +466%
OFW
2018
Omnia Family Wealth
Florida
$871K +$23.2K +336 +3%
SRSA
2019
S.R. Schill & Associates
Washington
$870K -$8.62K -125 -1%
TCM
2020
Traynor Capital Management
Pennsylvania
$864K +$93.4K +1,279 +12%
RVPG
2021
Relative Value Partners Group
$863K -$200K -2,900 -19%
DA
2022
DSC Advisors
Illinois
$861K +$90.1K +1,308 +12%
TDC
2023
Thompson Davis & Co
Virginia
$855K -$91.9K -1,334 -10%
BIG
2024
Bellwether Investment Group
Tennessee
$854K +$1.86K +27 +0.2%
SAA
2025
Southeast Asset Advisors
Georgia
$841K +$8.76K +127 +1%
79 80
81
82 83