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Microsoft
MSFT

Overview Fund Activity

2,094 hedge funds and large institutions have $236B invested in Microsoft in 2015 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 930 increasing their positions, 897 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,094
Holders Change
-53
Holders Change %
-2.47%
% of All Funds
55.85%
Holding in Top 10
544
Holding in Top 10 Change
-161
Holding in Top 10 Change %
-22.84%
% of All Funds
14.51%
New
93
Increased
930
Reduced
897
Closed
124
Calls
$3.02B
Puts
$3.21B
Net Calls
-$186M
Net Calls Change
+$980M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.5B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$670M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$588M
4
Harris Associates
Harris Associates
Illinois
+$535M
5
Capital World Investors
Capital World Investors
California
+$516M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.2B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$712M
3
State Street
State Street
Massachusetts
-$567M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$490M
5
CWG
C WorldWide Group
Denmark
-$414M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1001
BTC Capital Management
Iowa
$5M +$121K +2,986 +2%
HTHT
1002
Hemenway Trust Hemenway Trust
New Hampshire
$5M +$586K +14,420 +13%
GCM
1003
Gibraltar Capital Management
Oklahoma
$5M +$271K +6,668 +6%
MFS
1004
MSI Financial Services
Massachusetts
$4.99M +$1.11M +27,250 +29%
LWM
1005
Lyons Wealth Management
Florida
$4.96M +$35.7K +877 +0.7%
PTC
1006
Private Trust Company
Ohio
$4.95M +$859K +21,128 +21%
WI
1007
WBI Investments
New Jersey
$4.95M +$4.95M +121,670 New
TFA
1008
Toth Financial Advisory
Virginia
$4.92M -$89.4K -2,199 -2%
TCOV
1009
Trust Company of Vermont
Vermont
$4.92M +$194K +4,759 +4%
HT
1010
HighTower Trust
Texas
$4.91M -$8.62K -212 -0.2%
ACM
1011
Argyle Capital Management
Pennsylvania
$4.91M -$61K -1,500 -1%
SGCA
1012
Steel Grove Capital Advisors
Tennessee
$4.9M +$4.9M +120,633 New
LK
1013
Lumbard & Kellner
New Hampshire
$4.9M +$885K +21,765 +22%
CWP
1014
Capital Wealth Planning
Florida
$4.88M -$705K -17,330 -13%
TCOT
1015
Trust Company of Toledo
Ohio
$4.88M -$7.12K -175 -0.1%
WCM
1016
Weik Capital Management
Pennsylvania
$4.83M -$16.3K -400 -0.3%
GG
1017
Greenwood Gearhart
Arkansas
$4.82M -$55.9K -1,375 -1%
NJBEST
1018
New Jersey Better Educational Savings Trust
New Jersey
$4.8M +$650K +16,000 +16%
HKIM
1019
Hayek Kallen Investment Management
Alabama
$4.8M -$4.15K -102 -0.1%
BAAM
1020
Baker Avenue Asset Management
California
$4.79M +$4.79M +117,795 New
PAM
1021
Private Asset Management
California
$4.79M -$37.1K -913 -0.8%
ANBTV
1022
American National Bank & Trust (Virginia)
Virginia
$4.78M +$1.51M +37,114 +46%
AF
1023
Arrow Financial
New York
$4.77M -$131K -3,212 -3%
GS
1024
GAM Systematic
United Kingdom
$4.76M +$612K +15,049 +15%
CANC
1025
Culbertson A N & Co
Virginia
$4.76M +$77.5K +1,907 +2%
39 40
41
42 43