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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 %
DHFB
1026
Dixon Hubard Feinour & Brown
Virginia
$4.76M +$188K +4,620 +4%
FNB
1027
First Niagara Bank
New York
$4.75M -$155K -3,803 -3%
ATC
1028
Argent Trust Company
Louisiana
$4.73M -$28.7K -707 -0.6%
SAM
1029
Symphony Asset Management
California
$4.72M -$2.16M -53,146 -31%
UR
1030
USCA RIA
Texas
$4.71M +$608K +14,967 +15%
AIC
1031
Argus Investors Counsel
New York
$4.7M +$362K +8,900 +8%
CT
1032
Chicago Trust
Illinois
$4.7M +$4.7M +115,520 New
GCM
1033
Graham Capital Management
Connecticut
$4.69M +$2.65M +65,250 +131%
DIA
1034
Dean Investment Associates
Ohio
$4.67M -$125K -3,063 -3%
HL
1035
HeadInvest LLC
Maine
$4.65M +$16.5K +407 +0.4%
BOTW
1036
Bank of the West
California
$4.62M +$73.3K +1,802 +2%
PCMI
1037
Princeton Capital Management Inc
New Jersey
$4.62M +$348K +8,549 +8%
KFP
1038
Keystone Financial Planning
Ohio
$4.6M -$7.2K -177 -0.2%
TCM
1039
Tran Capital Management
California
$4.59M -$317K -7,800 -6%
CMBA
1040
C.M. Bidwell & Associates
Hawaii
$4.59M +$9.35K +230 +0.2%
ST
1041
Spinnaker Trust
Maine
$4.59M -$107K -2,631 -2%
GLRA
1042
Gerald L. Ray & Associates
Texas
$4.57M -$7.81K -192 -0.2%
GW
1043
GW & Wade
Massachusetts
$4.56M -$178K -4,377 -4%
MCM
1044
Mazama Capital Management
Oregon
$4.55M -$1.31M -32,148 -22%
DWT
1045
Dorsey & Whitney Trust
South Dakota
$4.55M +$83.6K +2,057 +2%
TF
1046
Tompkins Financial
New York
$4.52M +$351K +8,641 +8%
SCM
1047
Sterneck Capital Management
Missouri
$4.51M -$111K -2,733 -2%
ACI
1048
Alpha Cubed Investments
California
$4.51M +$817K +20,104 +22%
PJSIMP
1049
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.49M +$554K +13,635 +14%
VV
1050
Verity & Verity
South Carolina
$4.48M +$234K +5,744 +5%
40 41
42
43 44