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 %
HCMT
1026
Highland Capital Management (Texas)
Texas
$5.08M -$42.4M -957,624 -89%
FDCC
1027
Foster Dykema Cabot & Co
Massachusetts
$5.06M -$86.1K -1,945 -2%
FNB
1028
First Niagara Bank
New York
$5.05M -$57.5K -1,300 -1%
VC
1029
Vicus Capital
Pennsylvania
$5.04M +$106K +2,388 +2%
DWT
1030
Dorsey & Whitney Trust
South Dakota
$5.03M -$32.6K -737 -0.6%
GW
1031
GW & Wade
Massachusetts
$5.02M -$33.3K -753 -0.7%
WSCM
1032
Wellington Shields Capital Management
New York
$5.02M -$115K -2,592 -2%
VV
1033
Verity & Verity
South Carolina
$5.02M +$134K +3,036 +3%
CNBT
1034
Canandaigua National Bank & Trust
New York
$4.98M -$17.7K -400 -0.4%
RWA
1035
Ropes Wealth Advisors
Massachusetts
$4.98M +$303K +6,843 +6%
TF
1036
Tompkins Financial
New York
$4.97M -$12K -272 -0.2%
LDB
1037
Lee, Danner & Bass
Tennessee
$4.96M +$256K +5,792 +5%
SFG
1038
SNS Financial Group
Minnesota
$4.95M +$127K +2,862 +3%
MCM
1039
McMillion Capital Management
North Carolina
$4.94M -$477K -10,784 -9%
HL
1040
HeadInvest LLC
Maine
$4.91M -$103K -2,325 -2%
PIM
1041
Penobscot Investment Management
Massachusetts
$4.9M +$102K +2,300 +2%
TCM
1042
Tran Capital Management
California
$4.88M -$11.7K -265 -0.2%
PCMI
1043
Princeton Capital Management Inc
New Jersey
$4.88M -$171K -3,868 -3%
CT
1044
Coastline Trust
Rhode Island
$4.85M -$4.87K -110 -0.1%
FBT
1045
First Bankers Trust
Kentucky
$4.85M +$21K +475 +0.4%
WF
1046
WealthTrust Fairport
Ohio
$4.84M +$88.5K +2,000 +2%
HR
1047
Howe & Rusling
New York
$4.84M +$355K +8,029 +8%
GCM
1048
Garland Capital Management
Washington
$4.83M +$688K +15,545 +17%
BAM
1049
Boyar Asset Management
New York
$4.81M +$14.2K +320 +0.3%
SGCA
1050
Steel Grove Capital Advisors
Tennessee
$4.81M -$792K -17,903 -14%
40 41
42
43 44