MSFT icon

Microsoft
MSFT

Overview Fund Activity

2,424 hedge funds and large institutions have $374B invested in Microsoft in 2017 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 946 increasing their positions, 1,178 reducing their positions, and 78 closing their positions.

Holders
2,424
Holders Change
+4
Holders Change %
+0.17%
% of All Funds
60.43%
Holding in Top 10
939
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.19%
% of All Funds
23.41%
New
109
Increased
946
Reduced
1,178
Closed
78
Calls
$3.82B
Puts
$3.44B
Net Calls
+$377M
Net Calls Change
-$213M

Top Buyers

1
BlackRock
1
BlackRock
New York
$31B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$35.5B
3
Citadel Advisors
3
Citadel Advisors
Florida
$547M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$534M
5
Capital World Investors
5
Capital World Investors
California
$22.2B

Top Sellers

1
VH
1
ValueAct Holdings
California
$1.52B
2
Franklin Resources
2
Franklin Resources
California
$4.79B
3
LPC
3
Lone Pine Capital
Connecticut
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.13B
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$656M
Name Market Value Shares Shares
Change 		Shares
Change %
KP
2176
Keel Point
Alabama
$468K 7,110 -104 -1%
AWS
2177
AJ Wealth Strategies
New York
$468K 7,109 +150 +2%
BIM
2178
Bridgecreek Investment Management
Oklahoma
$464K 7,043 – –
KF
2179
Krilogy Financial
Missouri
$462K 7,441 – –
DWA
2180
Dorsey Wright & Associates
California
$462K 7,021 +155 +2%
CAM
2181
Concorde Asset Management
Michigan
$462K 7,032 +775 +12%
PIM
2182
Partner Investment Management
California
$456K 6,917 +6,917 New
OWM
2183
Orgel Wealth Management
Wisconsin
$454K 6,889 +2,369 +52%
GRP
2184
Global Retirement Partners
California
$451K 6,843 -226 -3%
AAP
2185
Arax Advisory Partners
Colorado
$450K 6,847 +1,653 +32%
NWM
2186
Northwest Wealth Management
Iowa
$448K 6,797 -331 -5%
FIM
2187
Fernwood Investment Management
Massachusetts
$448K 6,809 – –
BP
2188
BBR Partners
New York
$447K 6,784 -11,363 -63%
FAM
2189
Flaharty Asset Management
Florida
$445K 6,784 +6,784 New
AAM
2190
Autus Asset Management
Arizona
$444K 6,740 -676 -9%
DE
2191
Day & Ennis
Georgia
$441K 6,692 +502 +8%
SA
2192
SRH Advisors
Kansas
$439K 6,665 +500 +8%
CCM
2193
Chickasaw Capital Management
Tennessee
$435K 6,600 +900 +16%
CCA
2194
Clearwater Capital Advisors
Illinois
$432K 6,593 +2,267 +52%
IG
2195
Ithaka Group
Virginia
$428K 6,500 – –
SMC
2196
Smith, Moore & Co
Missouri
$427K 6,487 +31 +0.5%
ACM
2197
Armbruster Capital Management
New York
$425K 6,455 -74 -1%
VHAM
2198
Van Hulzen Asset Management
California
$423K 6,419 -1,593 -20%
GA
2199
Geller Advisors
New York
$422K 6,400 – –
FWM
2200
Focused Wealth Management
New York
$418K 6,349 -549 -8%
86 87
88
89 90