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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 %
ASN
1376
Advisory Services Network
Georgia
$2.23M -$238K -5,383 -10%
OC
1377
Oarsman Capital
Wisconsin
$2.23M +$5.53K +125 +0.2%
BHC
1378
Bowen Hanes & Co
Florida
$2.23M +$124K +2,795 +6%
SCM
1379
Stellar Capital Management
Arizona
$2.23M +$118K +2,674 +6%
HCA
1380
Horan Capital Advisors
Ohio
$2.22M +$143K +3,220 +7%
RAM
1381
Ramsey Asset Management
Virginia
$2.21M – – –
RCAG
1382
Rehmann Capital Advisory Group
Michigan
$2.21M +$72.2K +1,630 +3%
BW
1383
Bison Wealth
Georgia
$2.2M -$116K -2,615 -5%
WAM
1384
Weatherly Asset Management
California
$2.2M +$206K +4,665 +10%
GRQ
1385
Gardner Russo & Quinn
Pennsylvania
$2.19M -$221K -5,000 -9%
RB
1386
Rodgers Brothers
Pennsylvania
$2.18M +$600K +13,550 +38%
IWM
1387
Integrated Wealth Management
California
$2.18M +$32.4K +731 +2%
CPA
1388
Capital Planning Advisors
California
$2.17M +$470K +10,614 +28%
AFA
1389
Abacus FCF Advisors
Florida
$2.17M -$237K -5,349 -10%
AAM
1390
Azzad Asset Management
Virginia
$2.16M +$97.8K +2,209 +5%
BAM
1391
Brave Asset Management
New Jersey
$2.15M -$22.1K -500 -1%
ARMT
1392
Amica Retiree Medical Trust
Rhode Island
$2.15M – – –
MHIM
1393
MacNealy Hoover Investment Management
Ohio
$2.14M – – –
MSU
1394
Maple Securities USA
New Jersey
$2.13M +$221K +4,987 +12%
SBWM
1395
Sunflower Bank Wealth Management
Arizona
$2.13M -$95.5K -2,158 -4%
LNC
1396
Lincoln National Corp
Pennsylvania
$2.13M +$12.2K +268 +0.6%
ACM
1397
Alpha Capital Management
Texas
$2.11M +$2.11M +47,710 New
TCM
1398
Telos Capital Management
California
$2.11M +$125K +2,828 +6%
CYG
1399
Clean Yield Group
Vermont
$2.11M +$135K +2,502 +7%
Rafferty Asset Management
1400
Rafferty Asset Management
New York
$2.1M +$484K +10,927 +30%
54 55
56
57 58