MSFT icon

Microsoft
MSFT

Overview Fund Activity

2,147 hedge funds and large institutions have $288B invested in Microsoft in 2014 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 813 increasing their positions, 925 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,147
Holders Change
+150
Holders Change %
+7.51%
% of All Funds
57.3%
Holding in Top 10
705
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-1.67%
% of All Funds
18.82%
New
226
Increased
813
Reduced
925
Closed
56
Calls
$2.29B
Puts
$3.45B
Net Calls
-$1.17B
Net Calls Change
-$983M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$726M
2
State Street
State Street
Massachusetts
+$566M
3
Coatue Management
Coatue Management
New York
+$467M
4
BFA
BlackRock Fund Advisors
California
+$446M
5
WRF
Waddell & Reed Financial
Kansas
+$339M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$862M
2
LPC
Lone Pine Capital
Connecticut
-$784M
3
Bank of America
Bank of America
North Carolina
-$553M
4
Invesco
Invesco
Georgia
-$398M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$397M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFG
1026
Windsor Financial Group
Minnesota
$5.74M -$37.2K -800 -0.6%
BWFM
1027
Bridgewater Wealth & Financial Management
Maryland
$5.74M +$5.74M +123,566 New
TFA
1028
Toth Financial Advisory
Virginia
$5.72M +$538K +11,593 +10%
BONST
1029
Bank of Nova Scotia Trust
Ontario, Canada
$5.71M -$790K -17,015 -12%
WPIC
1030
White Pine Investment Company
Michigan
$5.7M -$88.3K -1,900 -2%
BHWM
1031
Bar Harbor Wealth Management
New Hampshire
$5.7M +$151K +3,246 +3%
RSVP
1032
Ramsay Stattman Vela & Price
Colorado
$5.7M +$24.9K +535 +0.4%
OIMU
1033
Orbis Investment Management (US)
California
$5.69M – – –
ACM
1034
Argyle Capital Management
Pennsylvania
$5.67M -$9.29K -200 -0.2%
CI
1035
Cowen Inc
New York
$5.67M +$441K +9,495 +8%
HT
1036
HighTower Trust
Texas
$5.62M +$446K +9,595 +9%
LWM
1037
Lyons Wealth Management
Florida
$5.62M +$981K +21,146 +21%
TCM
1038
Tran Capital Management
California
$5.61M -$424K -9,127 -7%
FNB
1039
First Niagara Bank
New York
$5.6M -$107K -2,299 -2%
AF
1040
Arrow Financial
New York
$5.6M +$316K +6,804 +6%
TCOT
1041
Trust Company of Toledo
Ohio
$5.58M +$12.5K +269 +0.2%
BCM
1042
BTC Capital Management
Iowa
$5.58M -$269K -5,793 -5%
ECM
1043
Empire Capital Management
Connecticut
$5.57M +$5.57M +120,000 New
GG
1044
Greenwood Gearhart
Arkansas
$5.57M +$72.7K +1,565 +1%
ICM
1045
ICC Capital Management
Florida
$5.55M -$3.89M -83,780 -41%
WCM
1046
Weik Capital Management
Pennsylvania
$5.54M -$25.5K -550 -0.5%
PRA
1047
Parametric Risk Advisors
Connecticut
$5.52M -$738K -15,887 -12%
PAM
1048
Private Asset Management
California
$5.51M -$126K -2,723 -2%
MC
1049
Middleton & Co
Massachusetts
$5.5M +$1.39M +29,958 +34%
HKIM
1050
Hayek Kallen Investment Management
Alabama
$5.49M -$214K -4,597 -4%
40 41
42
43 44