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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 %
EWM
1151
Edge Wealth Management
New York
$3.74M +$25.2K +576 +0.7%
CIA
1152
Covington Investment Advisors
Pennsylvania
$3.74M +$1.28M +28,945 +52%
SCI
1153
S&CO Inc
Massachusetts
$3.73M +$40.7K +920 +1%
MC
1154
Moors & Cabot
Massachusetts
$3.73M -$76.4K -1,728 -2%
FTI
1155
Fiduciary Trust International
Massachusetts
$3.72M -$132K -2,983 -3%
PTB
1156
Pioneer Trust Bank
Oregon
$3.71M +$92.3K +2,085 +3%
RHDIC
1157
R.H. Dinel Investment Counsel
California
$3.7M +$94.1K +2,125 +3%
SWM
1158
Stockman Wealth Management
Montana
$3.68M +$295K +6,674 +9%
LOCB
1159
Lombard Odier & Cie (Bahamas)
Bahamas
$3.67M – – –
AHC
1160
Anderson Hoagland & Co
Missouri
$3.67M +$150K +3,380 +4%
TSBJ
1161
Trevor, Stewart, Burton & Jacobsen
New York
$3.66M -$419K -9,470 -10%
CPA
1162
Court Place Advisors
Maryland
$3.65M -$10.5K -237 -0.3%
DCM
1163
Driehaus Capital Management
Illinois
$3.65M -$78.5K -1,773 -2%
IAM
1164
ICM Asset Management
Washington
$3.64M -$327K -7,379 -8%
MAA
1165
Mraz Amerine & Associates
California
$3.64M -$38.5K -870 -1%
FWM
1166
Frontier Wealth Management
Missouri
$3.63M +$577K +13,043 +19%
RC
1167
Roundview Capital
New Jersey
$3.63M +$2.01M +45,499 +125%
JWM
1168
Jackson Wealth Management
Florida
$3.62M -$377K -8,513 -9%
PM
1169
Penbrook Management
New York
$3.62M -$19.3K -435 -0.5%
MC
1170
MRJ Capital
New York
$3.61M -$22.1K -500 -0.6%
DCM
1171
Dialectic Capital Management
Connecticut
$3.6M +$3.6M +81,354 New
BO
1172
BRR OpCo
Ohio
$3.59M +$74.7K +1,687 +2%
RP
1173
Rowlandmiller & Partners
Georgia
$3.58M -$12.7K -300 -0.4%
MNBTD
1174
Moody National Bank Trust Division
Texas
$3.58M +$5.09K +115 +0.1%
FSA
1175
Financial Sense Advisors
California
$3.57M -$265K -5,984 -7%
45 46
47
48 49