MSFT icon

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 %
AP
1076
Advisor Partners
California
$4.32M +$5.12K +126 +0.1%
GSBTD
1077
Glenview State Bank Trust Department
Illinois
$4.31M +$32.5K +800 +0.8%
WB
1078
Webster Bank
Connecticut
$4.29M -$158K -3,893 -4%
CC
1079
Cognios Capital
Kansas
$4.27M +$3.71M +91,210 +664%
LIM
1080
Loudon Investment Management
New Hampshire
$4.26M +$8.01K +197 +0.2%
JWM
1081
Jackson Wealth Management
Florida
$4.25M -$319K -7,837 -7%
HI
1082
Hendershot Investments
Virginia
$4.25M +$484K +11,897 +13%
CL
1083
Croft-Leominster
Maryland
$4.25M +$3.86M +94,975 +1,007%
PIM
1084
Penobscot Investment Management
Massachusetts
$4.24M +$119K +2,920 +3%
ORI
1085
Oak Ridge Investments
Illinois
$4.23M -$129K -3,164 -3%
NA
1086
Navellier & Associates
Nevada
$4.22M +$577K +14,197 +16%
HIM
1087
Hermes Investment Management
United Kingdom
$4.21M +$488K +12,000 +13%
WKWM
1088
Walter & Keenan Wealth Management
Indiana
$4.21M -$142K -3,500 -3%
FCM
1089
Forester Capital Management
Illinois
$4.17M -$393K -9,675 -9%
CL
1090
CPWM LLC
Washington
$4.16M +$62.8K +1,780 +2%
TNBTD
1091
Trustmark National Bank Trust Department
Mississippi
$4.16M -$81.9K -2,015 -2%
QT
1092
Quantbot Technologies
New York
$4.14M +$3.17M +77,905 +326%
MA
1093
Marshwinds Advisory
Georgia
$4.13M -$12.2K -301 -0.3%
VC
1094
Vestor Capital
Illinois
$4.13M -$62.1K -1,527 -1%
FSA
1095
Financial Sense Advisors
California
$4.12M -$439K -10,808 -10%
WTB
1096
Washington Trust Bank
Washington
$4.09M +$354K +8,709 +9%
AHC
1097
Adell Harriman & Carpenter
Texas
$4.08M -$226K -5,564 -5%
PWW
1098
Pettyjohn Wood & White
Virginia
$4.08M +$43.6K +1,073 +1%
Mariner
1099
Mariner
Kansas
$4.07M +$1.69M +41,563 +71%
BA
1100
Bridgewater Associates
Connecticut
$4.07M -$20.4M -501,000 -83%
42 43
44
45 46