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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 %
SA
1226
Strategic Advisors
New York
$3.1M +$185K +4,431 +6%
TIA
1227
Trust Investment Advisors
Indiana
$3.1M +$28.8K +708 +0.9%
SWM
1228
Stockman Wealth Management
Montana
$3.1M +$40.5K +996 +1%
ST
1229
Smithfield Trust
Pennsylvania
$3.08M -$102K -2,502 -3%
EVM
1230
Evelyn V. Moreno
$3.08M -$129K -3,168 -4%
WCA
1231
Waratah Capital Advisors
Ontario, Canada
$3.07M +$3.07M +75,570 New
AT
1232
Argent Trust
Texas
$3.07M +$220K +5,400 +8%
SHGA
1233
Sand Hill Global Advisors
California
$3.06M +$92.8K +2,282 +3%
WA
1234
Wheatland Advisors
Pennsylvania
$3.06M -$10K -247 -0.3%
WIC
1235
Woodmont Investment Counsel
Tennessee
$3.05M -$274K -6,750 -8%
TF
1236
Trutina Financial
Washington
$3.05M -$331K -8,133 -10%
ECML
1237
Eagle Capital Management (Louisiana)
Louisiana
$3.04M -$41.6K -1,024 -1%
NCCM
1238
Nine Chapters Capital Management
New Jersey
$3.03M -$4.2M -103,200 -58%
NFG
1239
NewFocus Financial Group
Washington
$3.03M -$27.1K -667 -0.9%
WSC
1240
Wellington Shields & Co
New York
$3.02M -$5.65K -139 -0.2%
TC
1241
Taylor Cottrill
New Hampshire
$3.02M +$68.5K +1,686 +2%
WRM
1242
Westport Resources Management
Connecticut
$3.02M +$197K +4,838 +7%
HW
1243
Hancock Whitney
Mississippi
$2.99M +$2.02M +49,704 +209%
F
1244
Filament
Washington
$2.99M -$7.07K -174 -0.2%
LCM
1245
Leonard Capital Management
Florida
$2.99M -$347K -8,526 -10%
LA
1246
LVW Advisors
New York
$2.97M +$593K +14,586 +25%
CB
1247
Community Bank
New York
$2.96M -$155K -3,822 -5%
SHA
1248
Smith Hayes Advisers
Nebraska
$2.96M +$11K +271 +0.4%
FSC
1249
Fiduciary Services Corp
Georgia
$2.96M +$47.8K +1,175 +2%
QCMC
1250
Quantum Capital Management (California)
California
$2.94M +$871K +20,072 +42%
48 49
50
51 52