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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 %
CBU
1276
CIBC Bank USA
Illinois
$2.85M +$45.8K +1,034 +2%
RGC
1277
Roberts, Glore & Co
Illinois
$2.83M -$16.6K -374 -0.6%
III
1278
Independent Investors Inc
New York
$2.82M +$34.5K +780 +1%
FCM
1279
Forester Capital Management
Illinois
$2.82M -$559K -12,625 -17%
BE
1280
Bonness Enterprises
District of Columbia
$2.82M – – –
F
1281
Filament
Washington
$2.78M -$72.8K -1,644 -3%
BWM
1282
Braver Wealth Management
Massachusetts
$2.75M +$566K +12,787 +26%
UBV
1283
United Bank (Virginia)
Virginia
$2.75M -$60.4K -1,364 -2%
WC
1284
Whitnell & Co
Illinois
$2.75M +$44 +1 +0%
DDC
1285
DF Dent & Co
Maryland
$2.74M +$28.8K +651 +1%
KCP
1286
KDI Capital Partners
North Carolina
$2.73M -$79.7K -1,800 -3%
EAMA
1287
EFG Asset Management (Americas)
Florida
$2.73M +$1.23M +27,395 +83%
HCM
1288
Hall Capital Management
Rhode Island
$2.72M +$302K +6,830 +13%
PTCG
1289
Pring Turner Capital Group
California
$2.72M -$113K -2,550 -4%
WIA
1290
Westbourne Investment Advisors
Maryland
$2.71M +$11.1K +250 +0.4%
PPSG
1291
Princeton Portfolio Strategies Group
New Jersey
$2.71M +$321K +7,247 +13%
CHAM
1292
Clear Harbor Asset Management
Connecticut
$2.7M +$249K +5,615 +10%
SLG
1293
Stanley-Laman Group
Pennsylvania
$2.69M +$538K +12,147 +25%
CA
1294
Cetera Advisors
Colorado
$2.69M +$278K +6,296 +12%
MRCM
1295
M&R Capital Management
New Jersey
$2.68M +$252K +5,701 +10%
CCA
1296
Cobblestone Capital Advisors
New York
$2.68M -$18.5K -418 -0.7%
GA
1297
GFS Advisors
Texas
$2.67M – – –
CCM
1298
Compton Capital Management
Rhode Island
$2.66M +$316K +7,130 +13%
CSUI
1299
Cincinnati Specialty Underwriters Insurance
Ohio
$2.66M – – –
VFA
1300
Voya Financial Advisors
Connecticut
$2.66M +$205K +4,715 +8%
50 51
52
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