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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 %
CCA
2451
Conestoga Capital Advisors
Pennsylvania
$489K – – –
JPG
2452
Jordan Park Group
California
$488K +$488K +5,706 New
ZF
2453
Zhang Financial
Michigan
$487K +$23.1K +262 +5%
OIWM
2454
OptiFour Integrated Wealth Management
Virginia
$487K +$487K +5,694 New
SA
2455
SRH Advisors
Kansas
$485K -$42.8K -500 -8%
WP
2456
WealthShield Partners
North Carolina
$485K +$485K +5,641 New
W
2457
WealthShield
North Carolina
$485K +$485K +5,641 New
TCM
2458
Teza Capital Management
Illinois
$483K +$483K +5,649 New
PWA
2459
Peterson Wealth Advisors
Utah
$474K +$474K +5,539 New
VFP
2460
Verus Financial Partners
Virginia
$470K -$20.7K -242 -4%
PVH
2461
Psagot Value Holdings
Israel
$470K – – –
CA
2462
Cortland Associates
Missouri
$464K – – –
HA
2463
Hays Advisory
Tennessee
$463K +$73.7K +862 +19%
LIM
2464
Lagoda Investment Management
New York
$462K – – –
WCM
2465
Windsor Capital Management
Arizona
$462K +$96.6K +1,129 +26%
TI
2466
Truepoint Inc
Ohio
$460K +$71.5K +835 +18%
AIP
2467
Almanack Investment Partners
Pennsylvania
$458K +$53K +619 +13%
RWA
2468
RGT Wealth Advisors
Texas
$457K -$86.6K -1,013 -16%
TFF
2469
The Family Firm
Maryland
$456K -$20.9K -245 -4%
HFP
2470
Holistic Financial Partners
Indiana
$455K +$455K +5,319 New
PP
2471
PDS Planning
Ohio
$451K +$451K +5,276 New
WLIM
2472
White Lighthouse Investment Management
Massachusetts
$448K +$448K +5,236 New
AW
2473
Alpha Windward
Massachusetts
$446K -$7.79K -91 -2%
CCG
2474
Chatham Capital Group
Georgia
$445K -$29.9K -350 -6%
NPPM
2475
North Point Portfolio Managers
Ohio
$442K -$10.7K -125 -2%
97 98
99
100 101