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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 %
GRQ
1351
Gardner Russo & Quinn
Pennsylvania
$2.77M -$13.9K -300 -0.5%
AIA
1352
AIMZ Investment Advisors
California
$2.77M +$2.77M +59,529 New
BFC
1353
Blue Fin Capital
Rhode Island
$2.76M +$35.2K +758 +1%
WC
1354
Whitnell & Co
Illinois
$2.76M +$8.13K +175 +0.3%
IMS
1355
Index Management Solutions
Pennsylvania
$2.75M +$117K +2,511 +4%
CCA
1356
Cobblestone Capital Advisors
New York
$2.74M +$30K +645 +1%
DDC
1357
DF Dent & Co
Maryland
$2.74M -$9.29K -200 -0.3%
SBWIC
1358
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.73M -$20.9K -450 -0.8%
Mariner
1359
Mariner
Kansas
$2.72M +$923K +19,856 +51%
LA
1360
LVW Advisors
New York
$2.72M +$2.72M +58,489 New
TIA
1361
Tiemann Investment Advisors
California
$2.71M +$14K +302 +0.5%
WC
1362
Whitney & Co
New York
$2.7M +$2.32K +50 +0.1%
SSIA
1363
Spero-Smith Investment Advisers
Ohio
$2.69M +$9.75K +210 +0.4%
PVWM
1364
Point View Wealth Management
New Jersey
$2.69M -$133K -2,865 -5%
IT
1365
Independence Trust
Tennessee
$2.69M +$533K +11,482 +25%
FMC
1366
First Merchants Corp
Indiana
$2.68M -$369K -7,955 -12%
11A
1367
10-15 Associates
New York
$2.66M -$11.2K -242 -0.4%
KIC
1368
Keating Investment Counselors
Florida
$2.65M -$61.3K -1,320 -2%
COI
1369
Connable Office Inc
Michigan
$2.65M -$829K -17,836 -24%
GIS
1370
Guardian Investor Services
New York
$2.65M -$65.8K -1,417 -2%
ABP
1371
Arthur B. Page
$2.65M -$27.9K -600 -1%
ACM
1372
Alta Capital Management
Utah
$2.62M +$39K +839 +2%
MCTIC
1373
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.62M -$164K -3,525 -6%
LI
1374
Longer Investments
Arkansas
$2.6M +$530K +11,410 +26%
BAC
1375
Boys Arnold & Co
North Carolina
$2.59M +$100K +2,163 +4%
53 54
55
56 57