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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 %
BCP
2226
Berkeley Capital Partners
Georgia
$963K -$137K -1,605 -12%
MFW
2227
Mosaic Family Wealth
Missouri
$962K -$724K -8,466 -43%
AC
2228
Addison Capital
Pennsylvania
$957K +$16.8K +197 +2%
WP
2229
WealthSource Partners
California
$953K -$262K -3,066 -22%
CAN
2230
Claraphi Advisory Network
United States
$952K +$952K +11,131 New
TIM
2231
Tortoise Investment Management
New York
$950K +$14.5K +170 +2%
NP
2232
NorthRock Partners
Minnesota
$948K -$168K -2,150 -15%
GAM
2233
Gould Asset Management
California
$942K -$216K -2,520 -19%
WOC
2234
West Oak Capital
California
$940K -$9.67K -113 -1%
GJCM
2235
Grand Jean Capital Management
California
$938K – – –
SXL
2236
Summit X LLC
Missouri
$929K -$16.4K -192 -2%
GHAM
2237
Gilman Hill Asset Management
Connecticut
$923K – – –
Financial Engines Advisors
2238
Financial Engines Advisors
California
$921K -$2.3M -26,951 -71%
MPIA
2239
Mountain Pacific Investment Advisers
Idaho
$921K -$2.57K -30 -0.3%
HPCM
2240
High Pointe Capital Management
Illinois
$920K +$18K +211 +2%
HCM
2241
Hudson Capital Management
New Jersey
$920K +$920K +10,759 New
WAG
2242
Winthrop Advisory Group
Massachusetts
$917K +$917K +10,452 New
SCP
2243
Syntal Capital Partners
Texas
$915K +$143K +1,671 +19%
RWG
2244
Regal Wealth Group
California
$910K +$8.21K +96 +0.9%
EWM
2245
Evermay Wealth Management
Virginia
$909K +$377K +4,407 +71%
PA
2246
Planning Alternatives
Michigan
$903K -$337K -3,947 -27%
BWA
2247
Burt Wealth Advisors
Maryland
$902K +$19.3K +225 +2%
Verition Fund Management
2248
Verition Fund Management
Connecticut
$902K +$89.1K +1,042 +11%
CWA
2249
Clarus Wealth Advisors
Arizona
$898K +$898K +10,498 New
SKK
2250
Shepherd Kaplan Krochuk
Massachusetts
$897K +$15K +175 +2%
88 89
90
91 92