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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 %
HAI
1226
Hennessy Advisors Inc
California
$3.18M – – –
FHA
1227
First Horizon Advisors
Tennessee
$3.17M +$33.5K +758 +1%
AUB
1228
Atlantic Union Bankshares
Virginia
$3.17M +$284K +6,407 +10%
TC
1229
Trust Company
Kansas
$3.15M +$749K +16,925 +31%
ECML
1230
Eagle Capital Management (Louisiana)
Louisiana
$3.15M +$4.6K +104 +0.1%
TF
1231
Trutina Financial
Washington
$3.14M -$108K -2,445 -3%
GC
1232
Garde Capital
Washington
$3.13M +$84.1K +1,899 +3%
WIC
1233
Woodmont Investment Counsel
Tennessee
$3.13M -$70.4K -1,591 -2%
SSCM
1234
Summit Street Capital Management
New York
$3.11M – – –
WRM
1235
Westport Resources Management
Connecticut
$3.1M -$62.2K -1,406 -2%
EM
1236
Excalibur Management
Massachusetts
$3.1M -$183K -4,141 -6%
FPFS
1237
First Personal Financial Services
North Carolina
$3.1M +$71.4K +1,612 +2%
LJAC
1238
L.J. Altfest & Co
New York
$3.07M -$28.7K -648 -0.9%
SWP
1239
Stratos Wealth Partners
Ohio
$3.07M +$421K +9,521 +16%
TC
1240
Telemus Capital
Michigan
$3.07M +$159K +3,584 +5%
PRS
1241
Pinkerton Retirement Specialists
Idaho
$3.06M +$11.4K +257 +0.4%
TC
1242
Taylor Cottrill
New Hampshire
$3.05M -$126K -2,850 -4%
SWK
1243
Stephen W. Kidder
$3.05M -$2.21K -50 -0.1%
DMK
1244
David M. Knott
$3.04M – – –
BCMO
1245
Buckingham Capital Management (Ohio)
Ohio
$3.04M -$4.16K -94 -0.1%
FWC
1246
First Washington Corp
Washington
$3.03M -$59.8K -1,350 -2%
SA
1247
Strategic Advisors
New York
$3.03M +$104K +2,339 +4%
CC
1248
Courier Capital
New York
$3.03M -$19.1K -432 -0.6%
MA
1249
Montag & Associates
Georgia
$3.02M -$463K -10,470 -13%
CBN
1250
Cadence Bank NA
Texas
$3.02M +$748K +16,892 +33%
48 49
50
51 52