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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 %
CPC
2076
Congress Park Capital
New York
$1.41M +$1.41M +16,521 New
RFA
2077
Reilly Financial Advisors
California
$1.41M -$65.8K -769 -4%
VDFA
2078
Vickerman & Driscoll Financial Advisors
Washington
$1.41M +$1.41M +16,478 New
EFSCE
2079
Enterprise Financial Services Corp (EFSC)
Missouri
$1.41M +$18.7K +219 +1%
SGCA
2080
Steel Grove Capital Advisors
Tennessee
$1.4M -$145K -1,700 -9%
VIA
2081
Vident Investment Advisory
Georgia
$1.4M -$40.7K -476 -3%
OMC
2082
Old Mission Capital
Illinois
$1.4M +$1.4M +16,353 New
CWM
2083
Confluence Wealth Management
Oregon
$1.4M -$24.6K -287 -2%
OCG
2084
Opus Capital Group
Ohio
$1.4M -$228K -2,665 -14%
MFW
2085
Meristem Family Wealth
Minnesota
$1.4M +$41.9K +490 +3%
AWM
2086
Aevitas Wealth Management
Massachusetts
$1.4M +$1.4M +16,319 New
CHA
2087
Cedar Hill Associates
Illinois
$1.39M +$30.8K +360 +2%
PI
2088
Pettee Investors
Connecticut
$1.39M – – –
NCM
2089
Nelson Capital Management
California
$1.38M +$115K +1,348 +9%
NCM
2090
Northstar Capital Management
New York
$1.38M +$1.38M +16,088 New
WCM
2091
Windward Capital Management
California
$1.38M +$299K +3,501 +28%
DT
2092
Diversified Trust
Tennessee
$1.36M +$253K +2,955 +23%
RW
2093
REDW Wealth
New Mexico
$1.36M -$23.6K -276 -2%
TA
2094
Trellis Advisors
Washington
$1.36M +$1.36M +15,862 New
VIA
2095
Vantage Investment Advisors
Pennsylvania
$1.35M +$168K +1,963 +14%
CFA
2096
Cahill Financial Advisors
Minnesota
$1.35M +$11.6K +136 +0.9%
BBNB
2097
Baker Boyer National Bank
Washington
$1.35M +$42.8K +500 +3%
DM
2098
Diker Management
New York
$1.35M – – –
FPB
2099
First PREMIER Bank
South Dakota
$1.35M +$231K +2,700 +21%
RCA
2100
Rowland Carmichael Advisors
Arizona
$1.34M -$96.3K -1,126 -7%
82 83
84
85 86