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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 %
FMWA
1201
Forvis Mazars Wealth Advisors
Missouri
$3.34M -$752 -17 -0%
AI
1202
Analytic Investors
California
$3.33M -$924K -20,873 -22%
SPC
1203
Sigma Planning Corp
Michigan
$3.33M -$143K -3,220 -4%
HDIM
1204
Hanson & Doremus Investment Management
Vermont
$3.33M -$99.8K -2,255 -3%
SAM
1205
Symphony Asset Management
California
$3.32M -$1.67M -37,690 -33%
WA
1206
Wheatland Advisors
Pennsylvania
$3.3M -$17.6K -397 -0.5%
OAMG
1207
Odey Asset Management Group
United Kingdom
$3.3M – – –
KIG
1208
Kessler Investment Group
Indiana
$3.29M +$61.8K +1,396 +2%
NFG
1209
NewFocus Financial Group
Washington
$3.29M +$48.1K +1,087 +1%
BEAM
1210
Baker Ellis Asset Management
Washington
$3.29M +$37.4K +845 +1%
GWM
1211
Gupta Wealth Management
California
$3.26M +$188K +4,253 +6%
ACPU
1212
Arrowgrass Capital Partners (US)
Delaware
$3.25M +$2.98M +67,348 +1,100%
GAM
1213
Gotham Asset Management
New York
$3.25M -$40.2M -908,463 -93%
AP
1214
Appleton Partners
Massachusetts
$3.24M +$632K +14,266 +24%
CB
1215
Community Bank
New York
$3.23M -$4.43K -100 -0.1%
EVM
1216
Evelyn V. Moreno
$3.23M +$2.3K +52 +0.1%
FG
1217
Fiduciary Group
Georgia
$3.22M -$24.5K -554 -0.8%
SIG
1218
Sky Investment Group
Connecticut
$3.21M +$132K +2,975 +4%
WS
1219
Wedbush Securities
California
$3.21M -$1.73M -38,978 -35%
ST
1220
Smithfield Trust
Pennsylvania
$3.21M -$36.4K -822 -1%
FPTW
1221
Franklin, Parlapiano, Turner & Welch
Texas
$3.2M +$18.6K +421 +0.6%
TIA
1222
Trust Investment Advisors
Indiana
$3.19M -$150K -3,392 -4%
CAM
1223
Chesapeake Asset Management
New York
$3.19M -$3.32K -75 -0.1%
DI
1224
Diligent Investors
California
$3.18M -$10.6K -200 -0.3%
GC
1225
Grace Capital
Massachusetts
$3.18M – – –
47 48
49
50 51