MSFT icon

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 %
WA
2026
Wealth Architects
California
$723K +$53.1K +854 +8%
CC
2027
Capital Counsel
New York
$722K – – –
HMS
2028
Hanseatic Management Services
New Mexico
$719K +$658K +10,593 +1,078%
SPWA
2029
SteelBridge Private Wealth Advisors
Florida
$718K +$346K +5,360 +93%
PIM
2030
Parasol Investment Management
Illinois
$714K +$3.11K +50 +0.4%
PCM
2031
Pointe Capital Management
Michigan
$713K -$264K -4,251 -27%
SIA
2032
Starfire Investment Advisers
Michigan
$713K -$32.8K -528 -4%
RWA
2033
RGT Wealth Advisors
Texas
$710K +$26.3K +423 +4%
TWM
2034
Torch Wealth Management
Ohio
$709K +$124 +2 +0%
CW
2035
Cobiz Wealth
Colorado
$705K +$42.3K +681 +6%
MC
2036
Mathes Company
New York
$701K -$48.4K -778 -6%
SSW
2037
Smith Shellnut Wilson
Mississippi
$701K +$701K +11,273 New
BKA
2038
Brick & Kyle Associates
Pennsylvania
$693K +$35.9K +578 +5%
IWM
2039
IHT Wealth Management
Illinois
$691K +$691K +11,041 New
WCF
2040
West Coast Financial
California
$689K +$18.5K +300 +3%
EM
2041
ELCO Management
New York
$686K +$28.6K +460 +4%
HA
2042
Harfst & Associates
Wyoming
$685K +$22.7K +366 +3%
GC
2043
Gilbert & Cook
Iowa
$683K +$683K +10,989 New
PBO
2044
Peoples Bank (Ohio)
Ohio
$682K +$10.9K +175 +2%
VAS
2045
Valicenti Advisory Services
New York
$676K +$18.9K +304 +3%
NVIM
2046
New Vernon Investment Management
Illinois
$674K – – –
BOS
2047
Bingham Osborn & Scarborough
California
$672K +$75.2K +1,211 +13%
FC
2048
Forte Capital
New York
$671K +$5.59K +90 +0.8%
BW
2049
Biegel & Waller
Maryland
$671K +$671K +10,559 New
GWI
2050
Grace & White Inc
New York
$665K +$137K +2,200 +26%
80 81
82
83 84