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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 %
EDRIA
2101
Edmonds Duncan Registered Investment Advisors
Kansas
$675K – – –
CP
2102
Camelot Portfolios
Ohio
$663K -$138 -2 -0%
BAM
2103
Baring Asset Management
United Kingdom
$662K +$63K +914 +11%
SMC
2104
Smith, Moore & Co
Missouri
$657K +$210K +3,037 +47%
AC
2105
Alexandria Capital
Virginia
$656K -$18.7K -271 -3%
KA
2106
Klingman & Associates
New York
$652K +$87.7K +1,273 +16%
KP
2107
Keel Point
Alabama
$652K +$162K +2,349 +33%
SIAS
2108
Shine Investment Advisory Services
Colorado
$649K +$90.8K +1,317 +16%
GWI
2109
Grace & White Inc
New York
$648K -$89.6K -1,300 -12%
RA
2110
RFG Advisory
Alabama
$648K +$39.5K +565 +6%
LFA
2111
Landmark Financial Advisors
Kentucky
$647K +$276 +4 +0%
SCM
2112
Southport Capital Management
Tennessee
$646K +$3.93K +57 +0.6%
ABTD
2113
Arvest Bank Trust Division
Oklahoma
$646K +$41.9K +608 +7%
SIA
2114
Starfire Investment Advisers
Michigan
$644K -$25.7K -373 -4%
CAL
2115
Capital Advisors Ltd
Ohio
$642K – – –
VAS
2116
Valicenti Advisory Services
New York
$639K -$135K -1,963 -17%
VCP
2117
Vista Capital Partners
Oregon
$639K -$9.58K -139 -1%
CFP
2118
Cornerstone Financial Partners
North Carolina
$638K +$26.9K +389 +4%
CP
2119
Coho Partners
Pennsylvania
$635K -$27.4K -397 -4%
AIM
2120
Arcadia Investment Management
Michigan
$633K +$11K +160 +2%
MBA
2121
McQueen Ball & Associates
Pennsylvania
$633K +$21.9K +318 +4%
HI
2122
Hudock Inc
Pennsylvania
$633K +$47.1K +684 +8%
UF
2123
Univest Financial
Pennsylvania
$632K -$112K -1,626 -15%
CG
2124
Corundum Group
Colorado
$630K +$63.2K +917 +11%
WCF
2125
West Coast Financial
California
$627K -$65K -943 -9%
83 84
85
86 87