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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 %
LOAMS
1326
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.4M +$1.53M +37,388 +175%
MJP
1327
Michael J. Puzo
$2.4M -$35.9K -882 -1%
CD
1328
Carl Domino
Florida
$2.39M -$614K -15,108 -20%
GWM
1329
Gupta Wealth Management
California
$2.38M +$2.38M +58,642 New
BCA
1330
Benchmark Capital Advisors
New York
$2.36M -$508K -12,500 -18%
BST
1331
Bath Savings Trust
Maine
$2.36M -$134K -3,300 -5%
IT
1332
Independence Trust
Tennessee
$2.35M – – –
TIA
1333
Tiemann Investment Advisors
California
$2.34M -$30.6K -752 -1%
PVWM
1334
Point View Wealth Management
New Jersey
$2.33M -$21K -516 -0.9%
FMC
1335
First Merchants Corp
Indiana
$2.32M -$25.6K -629 -1%
COI
1336
Connable Office Inc
Michigan
$2.32M -$1.71K -42 -0.1%
KIC
1337
Keating Investment Counselors
Florida
$2.31M -$10.2K -250 -0.4%
Fuller & Thaler Asset Management
1338
Fuller & Thaler Asset Management
California
$2.31M +$894K +22,000 +63%
GIS
1339
Guardian Investor Services
New York
$2.3M -$15.3K -376 -0.7%
11A
1340
10-15 Associates
New York
$2.3M -$24.6K -604 -1%
LBG
1341
Lloyds Banking Group
United Kingdom
$2.3M -$698K -17,168 -23%
CIA
1342
Covington Investment Advisors
Pennsylvania
$2.29M +$1.76M +43,390 +334%
MCTIC
1343
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.28M -$7.12K -175 -0.3%
BAC
1344
Boys Arnold & Co
North Carolina
$2.27M +$6.55K +161 +0.3%
AP
1345
Appleton Partners
Massachusetts
$2.27M -$251K -6,181 -10%
CHC
1346
City Holding Co
West Virginia
$2.26M +$101K +2,475 +5%
WC
1347
Whitnell & Co
Illinois
$2.25M -$163K -3,999 -7%
SCM
1348
SOL Capital Management
Maryland
$2.25M +$19.8K +487 +0.9%
MRCM
1349
M&R Capital Management
New Jersey
$2.24M +$49K +1,205 +2%
VFA
1350
Voya Financial Advisors
Connecticut
$2.24M +$2.24M +54,565 New
52 53
54
55 56