MSFT icon

Microsoft
MSFT

Overview Fund Activity

2,268 hedge funds and large institutions have $321B invested in Microsoft in 2015 Q4 according to their latest regulatory filings, with 257 funds opening new positions, 821 increasing their positions, 1,026 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,268
Holders Change
+181
Holders Change %
+8.67%
% of All Funds
59.56%
Holding in Top 10
911
Holding in Top 10 Change
+230
Holding in Top 10 Change %
+33.77%
% of All Funds
23.92%
New
257
Increased
821
Reduced
1,026
Closed
46
Calls
$5.99B
Puts
$4.34B
Net Calls
+$1.65B
Net Calls Change
+$839M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.43B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.15B
3
Jennison Associates
Jennison Associates
New York
+$993M
4
Bank of America
Bank of America
North Carolina
+$789M
5
Morgan Stanley
Morgan Stanley
New York
+$518M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$1.64B
2
Goldman Sachs
Goldman Sachs
New York
-$1.09B
3
VH
ValueAct Holdings
California
-$1.03B
4
Franklin Resources
Franklin Resources
California
-$880M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$603M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
1101
McMillion Capital Management
North Carolina
$5.96M -$226K -4,075 -4%
AP
1102
AHL Partners
United Kingdom
$5.95M +$3.83M +69,078 +181%
WKWM
1103
Walter & Keenan Wealth Management
Indiana
$5.95M – – –
FBT
1104
First Bankers Trust
Kentucky
$5.94M -$142K -2,565 -2%
GSBTD
1105
Glenview State Bank Trust Department
Illinois
$5.92M +$72.1K +1,300 +1%
OWIM
1106
Old West Investment Management
California
$5.86M -$6.33M -114,110 -52%
VWM
1107
Venturi Wealth Management
Texas
$5.83M +$5.83M +105,102 New
EWM
1108
Elite Wealth Management
Washington
$5.79M +$853K +15,368 +17%
LBC
1109
Lawrence B. Cohen
$5.79M -$81.8K -1,475 -1%
LIM
1110
Loudon Investment Management
New Hampshire
$5.76M -$110K -1,990 -2%
BFO
1111
Boston Family Office
Massachusetts
$5.76M -$30.5K -550 -0.5%
SCM
1112
Sterneck Capital Management
Missouri
$5.75M -$262K -4,716 -4%
PAIM
1113
Punch & Associates Investment Management
Minnesota
$5.75M +$649K +11,700 +13%
FDCC
1114
Foster Dykema Cabot & Co
Massachusetts
$5.75M -$600K -10,820 -9%
CDH
1115
Charles D. Hyman
$5.74M -$277K -5,000 -5%
HR
1116
Howe & Rusling
New York
$5.74M -$323K -5,822 -5%
MLL
1117
Moody Lynn & Lieberson
Massachusetts
$5.71M +$3.37M +60,793 +144%
ECM
1118
ETrade Capital Management
Virginia
$5.7M +$462K +8,325 +9%
CIM
1119
CenturyLink Investment Management
Colorado
$5.7M – – –
HI
1120
Hendershot Investments
Virginia
$5.66M -$147K -2,652 -3%
TNBTD
1121
Trustmark National Bank Trust Department
Mississippi
$5.65M +$86.2K +1,553 +2%
SFT
1122
Simmons First Trust
Arkansas
$5.64M +$4.27M +76,987 +312%
FM
1123
Family Management
New York
$5.62M -$1.35M -24,269 -19%
WM
1124
WCG Management
New York
$5.61M +$5.61M +99,986 New
BRWA
1125
B. Riley Wealth Advisors
Florida
$5.6M +$1.3M +23,374 +30%
43 44
45
46 47