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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 %
WIC
2351
Wilkins Investment Counsel
Massachusetts
$684K -$214K -2,500 -24%
ARM
2352
Adirondack Research & Management
New York
$680K – – –
TDC
2353
Thompson Davis & Co
Virginia
$671K +$57.8K +676 +9%
DWM
2354
Dakota Wealth Management
Florida
$667K +$177K +2,073 +36%
DAM
2355
Doheny Asset Management
California
$666K – – –
LFA
2356
Legacy Financial Advisors
Kentucky
$666K +$666K +7,787 New
ZAM
2357
Zevin Asset Management
Massachusetts
$661K -$5.65K -66 -0.8%
MWM
2358
Mascoma Wealth Management
New Hampshire
$652K -$221K -2,405 -25%
GA
2359
Geller Advisors
New York
$651K -$15K -175 -2%
HFA
2360
Huber Financial Advisors
Illinois
$648K +$648K +7,573 New
CBA
2361
Coastal Bridge Advisors
Connecticut
$647K -$93.8K -1,091 -13%
PAS
2362
Professional Advisory Services
Florida
$644K – – –
B
2363
Bellecapital
Switzerland
$641K +$100K +1,171 +19%
KFGK
2364
Keystone Financial Group (Kentucky)
Kentucky
$641K +$641K +7,263 New
PAMG
2365
Patton Albertson Miller Group
Tennessee
$640K -$47K -549 -7%
SSW
2366
Smith Shellnut Wilson
Mississippi
$640K – – –
DLHL
2367
Donald L. Hagan LLC
Florida
$637K – – –
CP
2368
Camelot Portfolios
Ohio
$636K -$187K -2,183 -23%
GAM
2369
Gemmer Asset Management
California
$636K +$18K +211 +3%
KA
2370
Kaizen Advisory
Illinois
$635K +$635K +7,422 New
SAM
2371
Shikiar Asset Management
New York
$634K -$17.1K -200 -3%
GAMC
2372
Garner Asset Management Corp
Texas
$633K -$12.7K -149 -2%
SHJ
2373
Sharkey, Howes & Javer
Colorado
$629K -$513 -6 -0.1%
DCM
2374
Dimension Capital Management
Florida
$628K +$182K +2,129 +41%
TFO
2375
Tarbox Family Office
California
$626K +$64K +749 +11%
93 94
95
96 97