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Microsoft
MSFT

Overview Fund Activity

2,745 hedge funds and large institutions have $487B invested in Microsoft in 2017 Q4 according to their latest regulatory filings, with 343 funds opening new positions, 951 increasing their positions, 1,268 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,745
Holders Change
+266
Holders Change %
+10.73%
% of All Funds
62.34%
Holding in Top 10
1,118
Holding in Top 10 Change
+143
Holding in Top 10 Change %
+14.67%
% of All Funds
25.39%
New
343
Increased
951
Reduced
1,268
Closed
49
Calls
$4.65B
Puts
$7.11B
Net Calls
-$2.46B
Net Calls Change
-$1.79B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.04B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$853M
3
AAMU
Amundi Asset Management US
Massachusetts
+$778M
4
TCI Fund Management
TCI Fund Management
United Kingdom
+$690M
5
Barclays
Barclays
United Kingdom
+$452M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.51B
2
Credit Agricole
Credit Agricole
France
-$771M
3
Bank of America
Bank of America
North Carolina
-$759M
4
Gates Foundation Trust
Gates Foundation Trust
Washington
-$684M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$536M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
2001
Montgomery Investment Management
Maryland
$1.67M -$51.3K -600 -3%
SS
2002
Sunbelt Securities
Texas
$1.66M +$155K +1,818 +10%
CFP
2003
Cornerstone Financial Partners
North Carolina
$1.66M +$787K +9,228 +91%
WI
2004
Wedgewood Investors
Pennsylvania
$1.66M -$12.8K -150 -0.8%
WCM
2005
Whitener Capital Management
North Carolina
$1.66M +$1.66M +19,349 New
ECAM
2006
East Coast Asset Management
Massachusetts
$1.65M -$217K -2,533 -12%
BIM
2007
Beach Investment Management
Pennsylvania
$1.64M – – –
AP
2008
Arlington Partners
Alabama
$1.64M +$1.64M +19,220 New
SIM
2009
SSI Investment Management
California
$1.64M -$198K -2,318 -11%
CCM
2010
Canal Capital Management
Virginia
$1.64M +$194K +2,266 +13%
MMHP
2011
Murphy Middleton Hinkle & Parker
Georgia
$1.64M +$1.64M +19,144 New
HIC
2012
Harvey Investment Company
Kentucky
$1.63M – – –
PFBT
2013
Parkside Financial Bank & Trust
Missouri
$1.63M +$55.9K +654 +4%
PH
2014
Pinnacle Holdings
Oklahoma
$1.62M -$3.59K -42 -0.2%
WWM
2015
Wagner Wealth Management
South Carolina
$1.62M +$1.62M +18,422 New
MA
2016
MCF Advisors
Kentucky
$1.62M -$21.4K -250 -1%
IBOK
2017
Independence Bank of Kentucky
Kentucky
$1.62M +$1.62M +18,909 New
IAMOG
2018
Investors Asset Management of Georgia
Georgia
$1.62M -$94.1K -1,100 -6%
DAS
2019
Dynamic Advisor Solutions
Arizona
$1.61M +$125K +1,459 +8%
RWM
2020
Ritholtz Wealth Management
New York
$1.61M +$1.3M +15,216 +424%
FSCM
2021
Front Street Capital Management
Montana
$1.6M +$42.8K +500 +3%
OAMG
2022
Odey Asset Management Group
United Kingdom
$1.59M -$116K -1,360 -7%
FI
2023
FormulaFolio Investments
Michigan
$1.59M +$104K +1,214 +7%
MSU
2024
Mizuho Securities USA
New York
$1.58M +$274K +3,199 +21%
SCM
2025
Snow Capital Management
Pennsylvania
$1.58M -$2.61M -30,500 -62%
79 80
81
82 83