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 %
RBC
1351
Ronald Blue & Co
Georgia
$2.22M +$37.6K +924 +2%
NDSI
1352
Newman Dignan & Sheerar Inc
Rhode Island
$2.22M -$38K -935 -2%
EPM
1353
Equitec Proprietary Markets
Illinois
$2.22M -$810K -19,914 -27%
GRQ
1354
Gardner Russo & Quinn
Pennsylvania
$2.21M -$207K -5,100 -9%
SSIA
1355
Spero-Smith Investment Advisers
Ohio
$2.21M -$147K -3,615 -6%
DBIA
1356
Dumont & Blake Investment Advisors
New Jersey
$2.21M +$8.09K +199 +0.4%
FFA
1357
Fragasso Financial Advisors
Pennsylvania
$2.21M +$29.1K +717 +1%
TCM
1358
Texan Capital Management
Texas
$2.2M -$435K -10,695 -16%
ACM
1359
Alta Capital Management
Utah
$2.2M -$94K -2,313 -4%
PFSC
1360
Peoples Financial Services Corp
Pennsylvania
$2.2M -$41.5K -1,020 -2%
HCM
1361
Hall Capital Management
Rhode Island
$2.2M +$415K +10,205 +23%
ABP
1362
Arthur B. Page
$2.19M -$126K -3,095 -5%
FFC
1363
First Financial Corp
Indiana
$2.18M -$10.9K -268 -0.5%
CHAM
1364
Clear Harbor Asset Management
Connecticut
$2.16M -$642K -15,795 -23%
PPSG
1365
Princeton Portfolio Strategies Group
New Jersey
$2.16M +$68.3K +1,680 +3%
GWCM
1366
Godshalk Welsh Capital Management
Pennsylvania
$2.16M – – –
RJA
1367
Robshaw & Julian Associates
New York
$2.15M +$190K +4,710 +10%
LC
1368
Lincoln Capital
Nebraska
$2.15M -$5.29K -130 -0.2%
OPTFSNA
1369
Old Point Trust & Financial Services N A
Virginia
$2.15M +$567K +13,950 +36%
CCM
1370
Compton Capital Management
Rhode Island
$2.14M -$22.4K -550 -1%
RP
1371
Reinhart Partners
Wisconsin
$2.14M +$321K +7,894 +18%
MCM
1372
Mengis Capital Management
Oregon
$2.13M +$205K +5,052 +11%
DJSG
1373
D.J. St. Germain
Massachusetts
$2.13M +$9.72K +239 +0.5%
BAM
1374
Brave Asset Management
New Jersey
$2.12M +$8.13K +200 +0.4%
SCM
1375
Stellar Capital Management
Arizona
$2.12M +$153K +3,766 +8%
53 54
55
56 57