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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
$4.8B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$3.39B
4
Vanguard Group
Vanguard Group
Pennsylvania
$38.9B
5
LPC
Lone Pine Capital
Connecticut
$668M

Top Sellers

1
State Street
State Street
Massachusetts
$21.2B
2
Viking Global Investors
Viking Global Investors
Connecticut
$1.35B
3
Barclays
Barclays
United Kingdom
$413M
4
Franklin Resources
Franklin Resources
California
$4.51B
5
GIM
Generation Investment Management
United Kingdom
$532M
Name Holding Trade Value Shares
Change 		Shares
Change %
EM
2326
Emancipation Management
New York
$287K – – –
JAM
2327
Jolley Asset Management
North Carolina
$285K -$10.3K -150 -4%
NCM
2328
New Capital Management
Texas
$284K – – –
IIM
2329
Ironwood Investment Management
Massachusetts
$284K – – –
AIS
2330
Accurate Investment Solutions
Pennsylvania
$284K +$5.93K +86 +2%
IPAM
2331
ICICI Prudential Asset Management
India
$284K – – –
BO
2332
Bach Option
Hong Kong
$282K +$282K +4,098 New
KCP
2333
KDI Capital Partners
North Carolina
$276K -$1.66M -24,100 -86%
SFM
2334
Soros Fund Management
New York
$276K -$607K -8,800 -69%
DLG
2335
Daniel L. Goodwin
$276K – – –
HCM
2336
Hilton Capital Management
New York
$275K -$101K -1,473 -27%
CCM
2337
Carderock Capital Management
Maryland
$274K +$1.79K +26 +0.7%
MWM
2338
MinichMacGregor Wealth Management
New York
$272K -$2.41K -35 -0.9%
CAM
2339
Crestone Asset Management
Colorado
$272K +$272K +3,953 New
BCA
2340
Bray Capital Advisors
Florida
$271K -$42.4K -615 -14%
BWP
2341
BSW Wealth Partners
Colorado
$271K -$2.62K -38 -1%
SHWM
2342
Smith & Howard Wealth Management
Georgia
$269K – – –
DWM
2343
Dorchester Wealth Management
Quebec, Canada
$268K – – –
HCM
2344
Harvest Capital Management
New Hampshire
$265K – – –
REMPR
2345
Roof Eidam Maycock Peralta (REMP)
California
$264K -$27.5K -399 -9%
MCP
2346
Mirador Capital Partners
California
$264K +$9.46K +130 +4%
TBA
2347
Train Babcock Advisors
New York
$264K +$13.8K +200 +6%
OWP
2348
Obermeyer Wealth Partners
Colorado
$264K +$20.9K +303 +9%
KFS
2349
Kissinger Financial Services
Maryland
$263K -$63.3K -922 -19%
MCMT
2350
Moon Capital Management (Tennessee)
Tennessee
$263K +$263K +3,808 New
92 93
94
95 96