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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
1
Gates Foundation Trust
Washington
$4.41B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$4.8B
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$3.39B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$38.9B
5
LPC
5
Lone Pine Capital
Connecticut
$668M

Top Sellers

1
State Street
1
State Street
Massachusetts
$21.2B
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$1.35B
3
Barclays
3
Barclays
United Kingdom
$413M
4
Franklin Resources
4
Franklin Resources
California
$4.51B
5
GIM
5
Generation Investment Management
United Kingdom
$532M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
2401
Midwest Investment Management
Ohio
$206K +$206K +3,000 New
BJ
2402
Brouwer & Janachowski
California
$203K +$203K +2,939 New
IR
2403
Invictus RG
Bermuda
$201K +$201K +2,911 New
KB
2404
Kimelman & Baird
New York
$201K +$201K +2,918 New
BWM
2405
BigSur Wealth Management
Florida
$200K +$200K +2,760 New
PCA
2406
Peddock Capital Advisors
Massachusetts
$195K – – –
RCG
2407
Ruggie Capital Group
Florida
$195K +$180K +2,600 +1,166%
RBC
2408
Roble Belko & Company
Pennsylvania
$190K – – –
AA
2409
AlphaMark Advisors
Kentucky
$185K +$2.07K +30 +1%
BWM
2410
Baystate Wealth Management
Massachusetts
$184K +$6.44K +374 +4%
PCFFS
2411
Pacific Center for Financial Services
California
$177K +$5.16K +75 +3%
HCM
2412
Horrell Capital Management
Arkansas
$173K – – –
AFIA
2413
America First Investment Advisors
Nebraska
$172K -$58.4K -850 -25%
CWM
2414
Cranbrook Wealth Management
Michigan
$169K – – –
OTC
2415
Opera Trading Capital
France
$168K +$168K +2,433 New
CFG
2416
CKW Financial Group
Hawaii
$151K -$6.8K -100 -4%
RIA
2417
RPG Investment Advisory
California
$147K +$147K +2,130 New
UWPG
2418
Ullmann Wealth Partners Group
Florida
$145K +$6.4K +93 +5%
FPA
2419
Fieldpoint Private Advisors
New York
$142K -$902K -13,060 -86%
SAS
2420
Stelac Advisory Services
New York
$140K +$26.7K +387 +24%
HWM
2421
Holloway Wealth Management
Florida
$139K -$133K – –
EP
2422
Edinburgh Partners
United Kingdom
$122K – – –
SFPIA
2423
Stevens First Principles Investment Advisors
California
$121K – – –
DSN
2424
D. Scott Neal
Kentucky
$119K -$9.73K -141 -8%
HWP
2425
Hefty Wealth Partners
Indiana
$113K +$44.8K +653 +66%
95 96
97
98 99