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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 %
MCWS
2026
McKinley Carter Wealth Services
West Virginia
$839K -$2.62K -38 -0.3%
BHB
2027
Bank Hapoalim BM
Israel
$836K -$27.8K -403 -3%
OA
2028
Outfitter Advisors
Virginia
$836K +$6.89K +100 +0.8%
FPCP
2029
Fort Point Capital Partners
California
$828K +$117K +1,700 +16%
SBL
2030
Sargent Bickham Lagudis
Colorado
$825K +$62.5K +906 +8%
SC
2031
Schulhoff & Co
Ohio
$824K – – –
GLA
2032
Good Life Advisors
Pennsylvania
$821K +$47.2K +677 +6%
WCM
2033
Windward Capital Management
California
$821K +$64.8K +940 +9%
LP
2034
LGL Partners
Pennsylvania
$821K +$165K +2,394 +25%
Kayne Anderson Rudnick Investment Management
2035
Kayne Anderson Rudnick Investment Management
California
$818K -$59.3K -860 -7%
RC
2036
Reik & Co
New York
$818K – – –
GCP
2037
GSA Capital Partners
United Kingdom
$817K +$817K +11,854 New
MC
2038
Mathes Company
New York
$815K +$10.3K +150 +1%
HHC
2039
Hutchin Hill Capital
New York
$813K +$813K +11,800 New
LD
2040
Lipe & Dalton
New York
$802K – – –
WC
2041
Wexford Capital
Florida
$800K -$1.34M -19,400 -63%
SIC
2042
Shoker Investment Counsel
Ohio
$798K -$4.55K -66 -0.6%
CC
2043
Capital Counsel
New York
$798K +$18.3K +265 +2%
JFGLC
2044
Johnson Financial Group LLC (Colorado)
Colorado
$788K -$40.9K -593 -5%
HA
2045
Harfst & Associates
Wyoming
$788K +$35K +508 +5%
TWM
2046
Torch Wealth Management
Ohio
$787K +$69 +1 +0%
CBT
2047
Central Bank & Trust
Kentucky
$784K -$38K -551 -5%
CHP
2048
Cable Hill Partners
Oregon
$783K -$26.5K -388 -3%
SPWA
2049
SteelBridge Private Wealth Advisors
Florida
$783K +$2.76K +40 +0.4%
BOS
2050
Bingham Osborn & Scarborough
California
$779K -$69.3K -1,005 -8%
80 81
82
83 84