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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 %
BMC
2151
Beaton Management Company
Massachusetts
$1.17M – – –
OA
2152
Outfitter Advisors
Virginia
$1.17M +$157K +1,835 +16%
DBRC
2153
D.B. Root & Company
Pennsylvania
$1.17M +$1.17M +13,618 New
MSA
2154
Marino Stram & Associates
Massachusetts
$1.16M +$1.16M +13,571 New
GRP
2155
Global Retirement Partners
California
$1.15M +$549K +6,413 +91%
NSB
2156
Norway Savings Bank
Maine
$1.15M +$7.7K +90 +0.7%
MC
2157
Matisse Capital
Oregon
$1.15M +$30K +351 +3%
AWA
2158
Arete Wealth Advisors
Illinois
$1.15M +$208K +2,433 +22%
AWA
2159
Acorn Wealth Advisors
Michigan
$1.15M +$1.15M +13,054 New
FC
2160
Fayerweather Charles
$1.14M +$59.3K +694 +5%
AIM
2161
Assured Investment Management
New York
$1.14M -$5.98M -69,928 -84%
VNA
2162
VNBTrust National Association
Virginia
$1.14M -$15.4K -180 -1%
DCM
2163
Driehaus Capital Management
Illinois
$1.14M +$472K +5,520 +71%
DA
2164
DSC Advisors
Illinois
$1.14M -$403K -4,712 -26%
SAM
2165
Security Asset Management
New York
$1.14M -$37.9K -443 -3%
FHC
2166
First Heartland Consultants
Missouri
$1.13M -$1.19M -13,873 -51%
HMS
2167
Hanseatic Management Services
New Mexico
$1.13M +$18.1K +212 +2%
BCM
2168
Brookstone Capital Management
Illinois
$1.12M -$203K -2,368 -15%
OFW
2169
Omnia Family Wealth
Florida
$1.11M +$100K +1,174 +10%
SBA
2170
Secrest Blakey & Associates
North Carolina
$1.11M +$1.11M +12,973 New
AFS
2171
Access Financial Services
Minnesota
$1.11M -$281K -3,280 -20%
PCM
2172
Palisade Capital Management
New Jersey
$1.11M +$308K +3,600 +39%
NWP
2173
Northstar Wealth Partners
Connecticut
$1.11M +$126K +1,428 +13%
SFM
2174
Signature Financial Management
Virginia
$1.1M -$779K -9,099 -41%
SIC
2175
Schwartz Investment Counsel
Michigan
$1.1M – – –
85 86
87
88 89