MSFT icon

Microsoft
MSFT

Overview Fund Activity

2,267 hedge funds and large institutions have $322B invested in Microsoft in 2016 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 868 increasing their positions, 1,104 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,267
Holders Change
+7
Holders Change %
+0.31%
% of All Funds
60.58%
Holding in Top 10
844
Holding in Top 10 Change
+114
Holding in Top 10 Change %
+15.62%
% of All Funds
22.55%
New
95
Increased
868
Reduced
1,104
Closed
64
Calls
$3.73B
Puts
$3.45B
Net Calls
+$282M
Net Calls Change
-$221M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.82B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$569M
3
State Street
State Street
Massachusetts
+$522M
4
Capital World Investors
Capital World Investors
California
+$474M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$463M

Top Sellers

1
VH
ValueAct Holdings
California
-$1.04B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$535M
3
Macquarie Group
Macquarie Group
Australia
-$432M
4
Harris Associates
Harris Associates
Illinois
-$428M
5
Dodge & Cox
Dodge & Cox
California
-$405M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
2076
Paradigm Financial Advisors
Missouri
$359K – – –
KF
2077
Krilogy Financial
Missouri
$359K +$36.1K +627 +11%
SAM
2078
Shikiar Asset Management
New York
$358K -$11.5K -200 -3%
BFA
2079
Beaumont Financial Advisors
Massachusetts
$357K – – –
AIM
2080
ARGA Investment Management
Connecticut
$357K +$357K +6,200 New
PAM
2081
PT Asset Management
Illinois
$357K +$357K +6,200 New
JIP
2082
Jaffetilchin Investment Partners
Florida
$356K +$1.21K +21 +0.3%
SA
2083
SRH Advisors
Kansas
$355K – – –
CCMT
2084
CMT Capital Markets Trading
Germany
$355K +$355K +6,157 New
MSTVIM
2085
Messner & Smith Theme Value Investment Management
California
$354K – – –
PTC
2086
Provident Trust Company
Wisconsin
$354K – – –
NA
2087
Nottingham Advisors
New York
$352K -$12.4K -215 -3%
CC
2088
Cedar Capital
Illinois
$351K -$309K -5,350 -47%
FWM
2089
Focused Wealth Management
New York
$351K -$28.6K -497 -8%
PS
2090
Portfolio Solutions
Michigan
$351K +$10.9K +189 +3%
DTL
2091
Dynamic Technology Lab
Singapore
$350K +$350K +6,066 New
RFWA
2092
RPg Family Wealth Advisory
Massachusetts
$349K -$229K -3,968 -40%
GI
2093
Gradient Investments
Minnesota
$348K -$4.46M -77,354 -93%
BFG
2094
Bouchey Financial Group
New York
$348K – – –
DWM
2095
Dakota Wealth Management
Florida
$348K +$17.3K +300 +5%
EWM
2096
Evermay Wealth Management
Virginia
$347K +$23.9K +415 +7%
PGCM
2097
Prescott Group Capital Management
Oklahoma
$346K – – –
AWA
2098
Arete Wealth Advisors
Illinois
$346K +$41.3K +717 +14%
JWA
2099
JFS Wealth Advisors
Pennsylvania
$342K -$266K -4,615 -44%
MC
2100
Montag & Caldwell
Georgia
$340K – – –
82 83
84
85 86