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 %
B
2201
Bellecapital
Switzerland
$417K 6,325 -1,500 -19%
VFP
2202
Verus Financial Partners
Virginia
$416K 6,314 -5 -0.1%
LCM
2203
Lucas Capital Management
New Jersey
$415K 6,300 – –
TCM
2204
TD Capital Management
Tennessee
$411K 6,236 – –
SEIA
2205
Signature Estate & Investment Advisors
California
$410K 6,223 +3,152 +103%
PFA
2206
Paradigm Financial Advisors
Missouri
$409K 6,215 +182 +3%
AW
2207
Alpha Windward
Massachusetts
$408K 6,193 -165 -3%
MSTVIM
2208
Messner & Smith Theme Value Investment Management
California
$408K 6,190 +50 +0.8%
PTC
2209
Provident Trust Company
Wisconsin
$405K 6,152 – –
AIA
2210
Affinity Investment Advisors
California
$402K 6,100 +6,100 New
PS
2211
Portfolio Solutions
Michigan
$401K 6,094 – –
NEPWA
2212
New England Private Wealth Advisors
Massachusetts
$399K 6,039 +76 +1%
DWM
2213
Dakota Wealth Management
Florida
$398K 6,040 -83 -1%
BWM
2214
BerganKDV Wealth Management
Minnesota
$398K 6,038 +160 +3%
PGCM
2215
Prescott Group Capital Management
Oklahoma
$395K 6,000 – –
AWM
2216
AllSquare Wealth Management
New York
$391K 5,936 -118 -2%
CCB
2217
Cutter & Co Brokerage
Missouri
$387K 5,873 +1,186 +25%
RWA
2218
RGT Wealth Advisors
Texas
$386K 5,862 -5,557 -49%
BFG
2219
Bouchey Financial Group
New York
$385K 5,840 +78 +1%
DOA
2220
D'Orazio & Associates
Virginia
$384K 5,835 +1 +0%
LIM
2221
Lagoda Investment Management
New York
$383K 5,820 -359 -6%
AP
2222
Atwood & Palmer
Missouri
$381K 5,781 – –
HP
2223
Hartree Partners
New York
$381K 5,780 +266 +5%
OA
2224
Opes Advisors
California
$381K 5,781 +5,781 New
BMCM
2225
Bryn Mawr Capital Management
Pennsylvania
$379K 5,760 +461 +9%
87 88
89
90 91