MSFT icon

Microsoft
MSFT

Overview Fund Activity

2,087 hedge funds and large institutions have $256B invested in Microsoft in 2015 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 919 increasing their positions, 872 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,087
Holders Change
-8
Holders Change %
-0.38%
% of All Funds
58.33%
Holding in Top 10
681
Holding in Top 10 Change
+96
Holding in Top 10 Change %
+16.41%
% of All Funds
19.03%
New
84
Increased
919
Reduced
872
Closed
74
Calls
$3.68B
Puts
$2.87B
Net Calls
+$810M
Net Calls Change
+$763M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.55B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$820M
3
Bank of America
Bank of America
North Carolina
+$756M
4
Goldman Sachs
Goldman Sachs
New York
+$472M
5
Capital World Investors
Capital World Investors
California
+$456M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$901M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$769M
3
Deutsche Bank
Deutsche Bank
Germany
-$559M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$372M
5
State Street
State Street
Massachusetts
-$353M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
401
Janney Montgomery Scott
Pennsylvania
$42.1M +$1.14M +25,770 +3%
B
402
BP
United Kingdom
$42M – – –
STMM
403
South Texas Money Management
Texas
$41.7M +$198K +4,475 +0.5%
SC
404
Saturna Capital
Washington
$41.6M +$9.12K +206 +0%
WIM
405
Waverton Investment Management
United Kingdom
$41.5M -$9.4M -212,298 -18%
CFC
406
Cincinnati Financial Corp
Ohio
$40.9M – – –
ZIM
407
Zacks Investment Management
Illinois
$40.9M -$1.38M -31,241 -3%
NMERB
408
New Mexico Educational Retirement Board
New Mexico
$40.3M +$2.38M +53,700 +6%
CCM
409
Coldstream Capital Management
Washington
$40.2M +$459K +10,380 +1%
BCM
410
Bridgeway Capital Management
Texas
$40M -$2.13M -48,150 -5%
CC
411
Curian Capital
Colorado
$39.9M -$19.9M -449,514 -33%
Daiwa Securities Group
412
Daiwa Securities Group
Japan
$39.7M +$5.88M +132,800 +17%
RI
413
RWWM Inc
California
$39.6M +$424K +9,572 +1%
HTC
414
Haverford Trust Company
Pennsylvania
$39.5M +$1.13M +25,595 +3%
UIM
415
USS Investment Management
United Kingdom
$39.2M -$65.6M -1,483,000 -63%
Federated Hermes
416
Federated Hermes
Pennsylvania
$39.2M -$15.3M -346,059 -28%
BC
417
Bartlett & Co
Ohio
$39.1M +$159K +3,601 +0.4%
JIM
418
Jupiter Investment Management
United Kingdom
$39.1M +$987K +22,303 +3%
SFM
419
Stack Financial Management
Montana
$39.1M -$295K -6,674 -0.8%
BA
420
Boston Advisors
Massachusetts
$39M -$65.9K -1,488 -0.2%
FT
421
Fiduciary Trust
Massachusetts
$38.6M +$1.1M +24,943 +3%
WAM
422
World Asset Management
Michigan
$38.5M +$120K +2,711 +0.3%
MIH
423
Madison Investment Holdings
Wisconsin
$38.4M +$1.02M +23,124 +3%
SCM
424
SKBA Capital Management
California
$38.3M -$336K -7,600 -0.9%
QI
425
QS Investors
New York
$38.2M -$1.21M -27,363 -3%
15 16
17
18 19