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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 %
AA
2251
Alesco Advisors
New York
$890K – – –
BA
2252
BKS Advisors
Michigan
$889K +$25.7K +300 +3%
TL
2253
TrueWealth LLC
Georgia
$887K +$887K +10,369 New
GCIA
2254
Gabelli & Co Investment Advisers
New York
$885K +$29.9K +350 +4%
EDRIA
2255
Edmonds Duncan Registered Investment Advisors
Kansas
$877K +$5.13K +60 +0.6%
IA
2256
Independence Advisors
Pennsylvania
$876K – – –
CC
2257
Cedar Capital
Illinois
$876K +$105K +1,226 +14%
SMFS
2258
Squar Milner Financial Services
California
$876K +$876K +9,328 New
JFGLC
2259
Johnson Financial Group LLC (Colorado)
Colorado
$875K -$160K -1,873 -15%
MUS
2260
Mitsubishi UFJ Securities
Japan
$875K +$22.2K +260 +3%
SRSA
2261
S.R. Schill & Associates
Washington
$872K +$8.56K +100 +1%
PWAG
2262
Polaris Wealth Advisory Group
California
$872K +$413K +4,825 +90%
BWM
2263
Baystate Wealth Management
Massachusetts
$871K +$33.2K +363 +4%
FAN
2264
Financial Advisors Network
California
$868K -$12.4K -145 -1%
VCM
2265
Vigilant Capital Management
Maine
$865K +$114K +1,334 +15%
CCM
2266
Chickasaw Capital Management
Tennessee
$864K +$299K +3,500 +53%
MBA
2267
McQueen Ball & Associates
Pennsylvania
$860K – – –
GKWIM
2268
Gerber Kawasaki Wealth & Investment Management
California
$855K +$15.5K +181 +2%
HHC
2269
Hutchin Hill Capital
New York
$855K +$262K +3,068 +44%
MSR
2270
Main Street Research
Connecticut
$852K +$135K +1,580 +19%
FBT
2271
First Bank & Trust
South Dakota
$850K -$28.7K -335 -3%
TEC
2272
Tiger Eye Capital
Tennessee
$838K -$24.3M -283,800 -97%
FA
2273
FMA Advisory
Pennsylvania
$836K +$7.44K +87 +0.9%
RP
2274
Reinhart Partners
Wisconsin
$831K +$288K +3,365 +53%
LMAM
2275
Legg Mason Asset Management
Japan
$830K -$103K -1,200 -11%
89 90
91
92 93