MSFT icon

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 %
AAM
2301
Autus Asset Management
Arizona
$805K +$73K +853 +10%
CM
2302
Columbus Macro
Pennsylvania
$805K +$805K +9,414 New
IAS
2303
IMA Advisory Services
Colorado
$803K -$760K -8,884 -49%
VCP
2304
Vista Capital Partners
Oregon
$802K +$8.98K +105 +1%
CAL
2305
Capital Advisors Ltd
Ohio
$797K – – –
EP
2306
Edgestream Partners
New Jersey
$795K +$163K +1,907 +26%
WI
2307
WrapManager Inc
California
$791K +$12.9K +151 +2%
GWI
2308
Grace & White Inc
New York
$784K -$20.1K -235 -3%
VAS
2309
Valicenti Advisory Services
New York
$784K +$342 +4 +0%
WCF
2310
West Coast Financial
California
$782K -$1.89M -22,088 -71%
CP
2311
Coho Partners
Pennsylvania
$781K -$4.71K -55 -0.6%
FHB
2312
First Hawaiian Bank
Hawaii
$781K +$10.1K +118 +1%
SFS
2313
Summit Financial Strategies
Ohio
$774K -$2.91K -34 -0.4%
VOAM
2314
Vertex One Asset Management
British Columbia, Canada
$770K – – –
PI
2315
Parkside Investments
Illinois
$770K +$402K +4,700 +109%
DBG
2316
De Burlo Group
Massachusetts
$768K – – –
FUBT
2317
First United Bank & Trust
Maryland
$767K +$10.1K +118 +1%
AIP
2318
Ahrens Investment Partners
Louisiana
$767K +$193K +2,252 +34%
PFGIA
2319
Patriot Financial Group Insurance Agency
Massachusetts
$767K +$266K +3,016 +53%
QPWM
2320
Quadrant Private Wealth Management
Pennsylvania
$761K +$761K +8,897 New
LF
2321
Lee Financial
Texas
$759K +$38.5K +450 +5%
CFA
2322
Camarda Financial Advisors
Florida
$756K -$104K -1,221 -12%
DA
2323
Dillon & Associates
Michigan
$756K – – –
CFA
2324
Capstone Financial Advisors
Illinois
$752K -$16.8K -197 -2%
ACG
2325
Allen Capital Group
Nebraska
$750K +$750K +8,764 New
91 92
93
94 95