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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 %
B
2226
Bellecapital
Switzerland
$436K – – –
IWA
2227
Intercontinental Wealth Advisors
Texas
$434K -$113K -1,640 -21%
LCM
2228
Lucas Capital Management
New Jersey
$434K – – –
CL
2229
CIM LLC
New York
$431K +$48K +695 +13%
MLIC
2230
Mandatum Life Insurance Company
Finland
$430K -$399K -5,800 -48%
TCM
2231
TD Capital Management
Tennessee
$430K – – –
PFA
2232
Paradigm Financial Advisors
Missouri
$428K – – –
MSTVIM
2233
Messner & Smith Theme Value Investment Management
California
$427K – – –
SA
2234
SRH Advisors
Kansas
$425K -$34.5K -500 -8%
AWM
2235
AllSquare Wealth Management
New York
$423K +$13.8K +200 +3%
AIA
2236
Affinity Investment Advisors
California
$420K – – –
VFP
2237
Verus Financial Partners
Virginia
$416K -$19.1K -277 -4%
BFG
2238
Bouchey Financial Group
New York
$416K +$13.8K +201 +3%
OLA
2239
Oliver Luxxe Assets
New Jersey
$416K +$144K +2,089 +53%
PGCM
2240
Prescott Group Capital Management
Oklahoma
$414K – – –
DOA
2241
D'Orazio & Associates
Virginia
$412K +$9.45K +137 +2%
AW
2242
Alpha Windward
Massachusetts
$409K -$17.8K -258 -4%
PS
2243
Portfolio Solutions
Michigan
$407K -$13K -189 -3%
CIM
2244
Cetera Investment Management
California
$404K -$180K -2,639 -31%
VI
2245
Versor Investments
New York
$404K +$404K +5,859 New
BWM
2246
BerganKDV Wealth Management
Minnesota
$403K -$13.4K -194 -3%
OA
2247
Opes Advisors
California
$402K -$20.8K -284 -5%
GIM
2248
Groesbeck Investment Management
New Jersey
$400K +$69K +1,000 +21%
DWM
2249
Dakota Wealth Management
Florida
$394K -$22K -320 -5%
CCA
2250
Conestoga Capital Advisors
Pennsylvania
$394K – – –
88 89
90
91 92