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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 %
SHJ
2201
Sharkey, Howes & Javer
Colorado
$492K +$207 +3 +0%
GVT
2202
Genesee Valley Trust
New York
$490K -$24.1K -350 -5%
FHB
2203
First Hawaiian Bank
Hawaii
$490K -$22.9K -332 -4%
AP
2204
Atwood & Palmer
Missouri
$488K +$89.6K +1,300 +22%
SIMM
2205
Stillwater Investment Management (Minnesota)
Minnesota
$485K -$74K -1,073 -13%
BIM
2206
Bridgecreek Investment Management
Oklahoma
$485K – – –
VHAM
2207
Van Hulzen Asset Management
California
$484K +$41.4K +600 +9%
FBFS
2208
First Business Financial Services
Wisconsin
$482K -$12.4K -180 -3%
DWA
2209
Dorsey Wright & Associates
California
$482K -$2.35K -34 -0.5%
ACM
2210
Armbruster Capital Management
New York
$481K +$36.2K +526 +8%
AAP
2211
Arax Advisory Partners
Colorado
$477K +$9.36K +137 +2%
OWM
2212
Orgel Wealth Management
Wisconsin
$471K -$3.58K -52 -0.8%
AAM
2213
Autus Asset Management
Arizona
$470K +$5.85K +85 +1%
PFA
2214
Pure Financial Advisors
California
$467K +$143K +2,079 +44%
MMA
2215
Miracle Mile Advisors
California
$464K -$124K -1,806 -21%
PTC
2216
Provident Trust Company
Wisconsin
$459K +$34.6K +502 +8%
FIM
2217
Fernwood Investment Management
Massachusetts
$456K -$13.8K -200 -3%
CCM
2218
Chickasaw Capital Management
Tennessee
$455K – – –
PAM
2219
Premier Asset Management
Illinois
$449K +$81.1K +1,179 +22%
DE
2220
Day & Ennis
Georgia
$448K -$13.7K -198 -3%
IG
2221
Ithaka Group
Virginia
$448K – – –
ZAM
2222
Zevin Asset Management
Massachusetts
$446K -$76.9K -1,116 -15%
CA
2223
Continuum Advisory
Idaho
$442K +$135K +1,960 +44%
GA
2224
Geller Advisors
New York
$441K – – –
FWM
2225
Focused Wealth Management
New York
$438K +$69 +1 +0%
87 88
89
90 91