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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 %
OAM
2026
Oxford Asset Management
United Kingdom
$1.58M -$3.52M -41,146 -69%
TNAM
2027
Terra Nova Asset Management
New York
$1.58M +$90.2K +1,055 +6%
WCBA
2028
Weaver C. Barksdale & Associates
Tennessee
$1.57M -$27.5K -321 -2%
NWS
2029
Newport Wealth Strategies
California
$1.57M +$1.57M +16,563 New
NAM
2030
Needelman Asset Management
California
$1.57M -$197K -2,305 -11%
JGIA
2031
Jackson Grant Investment Advisers
Connecticut
$1.57M -$64.1K -749 -4%
CPIA
2032
Cornell Pochily Investment Advisors
New York
$1.56M +$1.56M +18,245 New
NERM
2033
New England Research & Management
Illinois
$1.56M -$20.2K -236 -1%
AWS
2034
AJ Wealth Strategies
New York
$1.55M +$166K +1,942 +12%
PAS
2035
Partnervest Advisory Services
California
$1.55M +$77.4K +905 +5%
TFS
2036
TrustCore Financial Services
Tennessee
$1.54M +$1.54M +17,997 New
THWM
2037
Taylor Hoffman Wealth Management
Virginia
$1.54M +$1.54M +17,951 New
CA
2038
Centerpoint Advisors
Massachusetts
$1.53M +$1.53M +17,907 New
PFM
2039
Probabilities Fund Management
New York
$1.52M +$1.52M +17,701 New
AMIM
2040
Aull & Monroe Investment Management
Alabama
$1.52M – – –
KCPG
2041
Kavar Capital Partners Group
Kansas
$1.52M -$325K -3,800 -18%
HCM
2042
Hilton Capital Management
New York
$1.52M +$676K +7,904 +80%
CWA
2043
Cypress Wealth Advisors
California
$1.52M -$20.1K -235 -1%
B
2044
Brightworth
Georgia
$1.51M +$79.7K +932 +6%
LA
2045
Lau Associates
Delaware
$1.51M +$74.2K +868 +5%
AF
2046
AMG Funds
Connecticut
$1.5M -$30.3K -354 -2%
AIM
2047
ARK Investment Management
Florida
$1.5M +$38.1K +445 +3%
SFWA
2048
Summit Financial Wealth Advisors
Louisiana
$1.5M -$346K -4,042 -19%
IFS
2049
Ifrah Financial Services
Arkansas
$1.49M +$5.9K +69 +0.4%
CNC
2050
Citizens & Northern Corp
Pennsylvania
$1.49M +$9.92K +116 +0.7%
80 81
82
83 84