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Microsoft
MSFT

Overview Fund Activity

2,147 hedge funds and large institutions have $288B invested in Microsoft in 2014 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 813 increasing their positions, 925 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,147
Holders Change
+150
Holders Change %
+7.51%
% of All Funds
57.3%
Holding in Top 10
705
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-1.67%
% of All Funds
18.82%
New
226
Increased
813
Reduced
925
Closed
56
Calls
$2.29B
Puts
$3.45B
Net Calls
-$1.17B
Net Calls Change
-$983M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$726M
2
State Street
State Street
Massachusetts
+$566M
3
Coatue Management
Coatue Management
New York
+$467M
4
BFA
BlackRock Fund Advisors
California
+$446M
5
WRF
Waddell & Reed Financial
Kansas
+$339M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$862M
2
LPC
Lone Pine Capital
Connecticut
-$784M
3
Bank of America
Bank of America
North Carolina
-$553M
4
Invesco
Invesco
Georgia
-$398M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$397M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMM
1251
Buffington Mohr McNeal
Idaho
$3.59M -$52.3K -1,125 -1%
AAA
1252
Adams Asset Advisors
Texas
$3.58M -$60.3K -1,298 -2%
WAM
1253
Wolverine Asset Management
Illinois
$3.56M +$3.56M +76,730 New
CB
1254
Community Bank
New York
$3.56M +$3.56M +76,701 New
ECML
1255
Eagle Capital Management (Louisiana)
Louisiana
$3.53M +$36.1K +777 +1%
FMWA
1256
Forvis Mazars Wealth Advisors
Missouri
$3.53M +$174K +3,741 +5%
GIM
1257
Grassi Investment Management
California
$3.52M +$7.06K +152 +0.2%
TIA
1258
Trust Investment Advisors
Indiana
$3.51M -$356K -7,668 -9%
WA
1259
Wheatland Advisors
Pennsylvania
$3.5M +$139 +3 +0%
NFG
1260
NewFocus Financial Group
Washington
$3.5M -$40.3K -868 -1%
BIC
1261
Bridges Investment Counsel
Nebraska
$3.5M -$138K -2,972 -4%
SWM
1262
Stockman Wealth Management
Montana
$3.49M +$3.49M +75,158 New
HCC
1263
Hirtle Callaghan & Co
Pennsylvania
$3.49M +$697 +15 +0%
KAM
1264
Kokusai Asset Management
Japan
$3.48M -$190K -4,100 -5%
NRS
1265
Neville Rodie & Shaw
New York
$3.48M +$25.6K +550 +0.7%
SMM
1266
Stadion Money Management
Georgia
$3.47M +$312K +6,714 +10%
PIM
1267
PCO Investment Management
California
$3.47M +$3.47M +74,734 New
WA
1268
WFG Advisors
Texas
$3.47M -$78.4K -1,688 -2%
WSC
1269
Wellington Shields & Co
New York
$3.46M -$1.86K -40 -0.1%
EPM
1270
Equitec Proprietary Markets
Illinois
$3.46M +$3.46M +74,414 New
CFA
1271
Carroll Financial Associates
North Carolina
$3.45M -$6.07M -145,125 -64%
CD
1272
Carl Domino
Florida
$3.44M -$172K -3,702 -5%
LBG
1273
Lloyds Banking Group
United Kingdom
$3.42M -$5.75M -123,673 -63%
GKFF
1274
George Kaiser Family Foundation
Oklahoma
$3.42M +$1.19M +25,535 +53%
F
1275
Filament
Washington
$3.42M -$122K -2,620 -3%
49 50
51
52 53