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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 %
LMAM
2051
Legg Mason Asset Management
Japan
$779K -$48.3K -700 -6%
WA
2052
WESPAC Advisors
California
$773K +$150K +2,172 +24%
CA
2053
Cornerstone Advisory
Maryland
$772K -$9.44K -137 -1%
PSC
2054
Prentiss Smith & Co
Vermont
$771K +$55.2K +800 +8%
RSA
2055
Robertson Stephens Advisors
California
$770K -$172K -2,495 -18%
AC
2056
Addison Capital
Pennsylvania
$767K -$481K -6,987 -39%
NBG
2057
Nancy B. Gardiner
$766K +$34.5K +500 +5%
MPIA
2058
Mountain Pacific Investment Advisers
Idaho
$764K -$6.9K -100 -0.9%
SSCM
2059
Summit Street Capital Management
New York
$763K -$1.39M -20,100 -64%
MSR
2060
Main Street Research
Connecticut
$760K +$184K +2,673 +32%
HPCM
2061
High Pointe Capital Management
Illinois
$757K -$812K -11,775 -52%
GJCM
2062
Grand Jean Capital Management
California
$756K +$100K +1,450 +15%
FA
2063
Fortis Advisors
Pennsylvania
$754K -$41.9K -608 -5%
AI
2064
Accredited Investors
Minnesota
$753K +$43.6K +633 +6%
MLFP
2065
MPS Loria Financial Planners
Illinois
$752K +$752K +10,275 New
EM
2066
ELCO Management
New York
$750K -$11K -160 -1%
CFA
2067
Camarda Financial Advisors
Florida
$743K -$41.9K -608 -5%
CWM
2068
Circle Wealth Management
New Jersey
$742K +$18.7K +272 +3%
PBO
2069
Peoples Bank (Ohio)
Ohio
$739K -$3.44K -50 -0.5%
SAM
2070
Summit Asset Management
Tennessee
$738K +$413 +6 +0.1%
WOC
2071
West Oak Capital
California
$737K -$34.5K -500 -4%
CCM
2072
Check Capital Management
California
$735K -$138K -2,000 -16%
CW
2073
Cobiz Wealth
Colorado
$730K -$45.1K -654 -6%
SSA
2074
South Street Advisors
New York
$730K +$41.3K +600 +6%
FAN
2075
Financial Advisors Network
California
$729K +$63.9K +926 +10%
81 82
83
84 85