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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 %
LW
951
Linscomb Wealth
Texas
$5.82M +$1.2K +27 +0%
SI
952
SII Investments
Wisconsin
$5.81M +$2.74K +62 +0%
OCM
953
Oakwood Capital Management
California
$5.8M +$5.8M +130,995 New
BWFA
954
Baltimore-Washington Financial Advisors
Maryland
$5.79M +$126K +2,838 +2%
BLAM
955
Bourne Lent Asset Management
New York
$5.78M -$26.6K -600 -0.5%
BAAM
956
Baker Avenue Asset Management
California
$5.77M +$409K +9,239 +8%
VAM
957
Visium Asset Management
New York
$5.75M +$4.82M +108,800 +518%
ERIM
958
Eagle Ridge Investment Management
Connecticut
$5.73M +$5.73M +129,525 New
SCM
959
Stonebridge Capital Management
California
$5.73M +$211K +4,760 +4%
DIS
960
Diversified Investment Strategies
Louisiana
$5.71M -$206K -4,650 -3%
SOADOR
961
State of Alaska Department of Revenue
Alaska
$5.71M -$303K -6,840 -5%
GAM
962
Griffin Asset Management
New York
$5.7M -$223K -5,028 -4%
OIMU
963
Orbis Investment Management (US)
California
$5.7M -$699K -15,788 -11%
BWFM
964
Bridgewater Wealth & Financial Management
Maryland
$5.69M +$199K +4,488 +4%
ANBTV
965
American National Bank & Trust (Virginia)
Virginia
$5.68M +$161K +3,649 +3%
HTHT
966
Hemenway Trust Hemenway Trust
New Hampshire
$5.68M -$19.9K -449 -0.3%
DIA
967
Dean Investment Associates
Ohio
$5.68M +$16.7K +378 +0.3%
TCOT
968
Trust Company of Toledo
Ohio
$5.67M -$5.8K -131 -0.1%
AA
969
Ancora Advisors
Ohio
$5.63M +$20K +451 +0.4%
LJHT
970
Laurie J. Hall Trustee
$5.63M – – –
Balyasny Asset Management
971
Balyasny Asset Management
Illinois
$5.62M +$5.62M +127,000 New
UBWV
972
United Bank (West Virginia)
West Virginia
$5.62M -$714K -16,128 -11%
PTC
973
Private Trust Company
Ohio
$5.61M +$456K +10,311 +9%
HT
974
HighTower Trust
Texas
$5.61M +$176K +3,965 +3%
BHWM
975
Bar Harbor Wealth Management
New Hampshire
$5.6M -$123K -2,790 -2%
37 38
39
40 41