MSFT icon

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 %
PRHC
1251
P.R. Herzig & Co
New York
$2.94M -$211K -5,200 -7%
FHA
1252
First Horizon Advisors
Tennessee
$2.94M +$307K +7,537 +12%
CAM
1253
Chesapeake Asset Management
New York
$2.94M – – –
HAI
1254
Hennessy Advisors Inc
California
$2.93M -$2.83M -69,530 -49%
AAM
1255
Aston Asset Management
Illinois
$2.93M +$12.2K +300 +0.4%
KIG
1256
Kessler Investment Group
Indiana
$2.92M +$106K +2,611 +4%
DI
1257
Diligent Investors
California
$2.92M -$19.4K -400 -0.7%
Capstone Investment Advisors
1258
Capstone Investment Advisors
New York
$2.89M -$1.09M -26,843 -27%
NRS
1259
Neville Rodie & Shaw
New York
$2.89M -$155K -3,800 -5%
RMCM
1260
Reynders McVeigh Capital Management
Massachusetts
$2.88M -$108K -2,663 -4%
CC
1261
Courier Capital
New York
$2.87M +$85.8K +2,109 +3%
FPTW
1262
Franklin, Parlapiano, Turner & Welch
Texas
$2.86M +$53.5K +1,315 +2%
BWP
1263
Baldwin Wealth Partners
Massachusetts
$2.86M -$1.3M -32,086 -31%
Simplex Trading
1264
Simplex Trading
Illinois
$2.86M -$4.53M -111,358 -61%
KAM
1265
Kokusai Asset Management
Japan
$2.84M -$211K -5,200 -7%
LJAC
1266
L.J. Altfest & Co
New York
$2.83M +$325 +8 +0%
SIG
1267
Sky Investment Group
Connecticut
$2.81M +$15.9K +390 +0.6%
SWK
1268
Stephen W. Kidder
$2.81M -$5.57K -137 -0.2%
CICI
1269
Capital Investment Counsel Inc
North Carolina
$2.8M +$68.1K +1,675 +2%
DMK
1270
David M. Knott
$2.8M +$40.7K +1,000 +1%
WA
1271
WFG Advisors
Texas
$2.79M -$241K -5,919 -8%
TC
1272
Telemus Capital
Michigan
$2.79M +$8.62K +212 +0.3%
BCMO
1273
Buckingham Capital Management (Ohio)
Ohio
$2.79M +$11.8K +291 +0.4%
TYCC
1274
Texas Yale Capital Corp
Florida
$2.77M -$827K -20,332 -23%
FPFS
1275
First Personal Financial Services
North Carolina
$2.77M -$130K -3,202 -4%
49 50
51
52 53