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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 %
LA
2401
LexAurum Advisors
Kansas
$571K +$571K +6,375 New
SC
2402
Solstein Capital
California
$568K +$568K +6,645 New
NBG
2403
Nancy B. Gardiner
$567K -$383K -4,475 -40%
LIA
2404
LBMC Investment Advisors
Tennessee
$567K -$5.22K -61 -0.9%
PV
2405
Private Vista
Illinois
$566K -$8.46K -99 -1%
FIM
2406
Fernwood Investment Management
Massachusetts
$565K – – –
IG
2407
Ithaka Group
Virginia
$564K +$7.7K +90 +1%
KA
2408
KLCM Advisors
Wisconsin
$562K +$166K +1,937 +42%
EIG
2409
Ellenbecker Investment Group
Wisconsin
$559K +$559K +6,538 New
BC
2410
Banced Corp
Illinois
$558K -$3.93K -46 -0.7%
IWA
2411
Intercontinental Wealth Advisors
Texas
$556K +$18.7K +218 +3%
MC
2412
Menta Capital
California
$556K +$556K +6,500 New
FA
2413
Fortis Advisors
Pennsylvania
$553K -$6.85K -80 -1%
SG
2414
StoneX Group
New York
$549K +$92.7K +1,083 +20%
TAMH
2415
Taikang Asset Management (HK)
Hong Kong
$549K +$549K +6,418 New
TCM
2416
TD Capital Management
Tennessee
$548K -$3.08K -36 -0.6%
AEPG
2417
American Economic Planning Group
New Jersey
$543K +$127K +1,486 +31%
AP
2418
Atwood & Palmer
Missouri
$541K -$64.5K -754 -11%
LC
2419
Landaas & Company
Wisconsin
$541K +$11.8K +138 +2%
AIA
2420
Affinity Investment Advisors
California
$539K – – –
OFG
2421
OmniStar Financial Group
North Carolina
$538K +$538K +6,291 New
PFA
2422
Paradigm Financial Advisors
Missouri
$531K – – –
AWM
2423
AllSquare Wealth Management
New York
$531K +$15.6K +183 +3%
DWM
2424
Dynasty Wealth Management
Florida
$530K +$530K +6,193 New
BBP
2425
Banco BTG Pactual
Brazil
$529K -$124K -1,452 -19%
95 96
97
98 99