MSFT icon

Microsoft
MSFT

Overview Fund Activity

1,997 hedge funds and large institutions have $272B invested in Microsoft in 2014 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 751 increasing their positions, 979 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,997
Holders Change
+9
Holders Change %
+0.45%
% of All Funds
57.98%
Holding in Top 10
717
Holding in Top 10 Change
+121
Holding in Top 10 Change %
+20.3%
% of All Funds
20.82%
New
87
Increased
751
Reduced
979
Closed
60
Calls
$3.37B
Puts
$3.55B
Net Calls
-$183M
Net Calls Change
-$1.23B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.17B
2
State Street
State Street
Massachusetts
+$1.07B
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.02B
4
WRF
Waddell & Reed Financial
Kansas
+$644M
5
BIT
BlackRock Institutional Trust
California
+$496M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$2.9B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.02B
3
Invesco
Invesco
Georgia
-$417M
4
Goldman Sachs
Goldman Sachs
New York
-$363M
5
N
Natixis
France
-$309M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
1401
Optimum Investment Advisors
Illinois
$2M +$233 +5 +0%
WA
1402
WealthTrust Axiom
Pennsylvania
$2M +$232 +5 +0%
SLG
1403
Stanley-Laman Group
Pennsylvania
$2M +$160K +3,445 +9%
WAM
1404
Weatherly Asset Management
California
$1.99M +$5.15K +111 +0.3%
MM
1405
Midas Management
New York
$1.99M +$602K +12,994 +43%
MCM
1406
Murphy Capital Management
New Jersey
$1.99M -$157K -3,392 -7%
BBNB
1407
Baker Boyer National Bank
Washington
$1.99M +$51.4K +1,110 +3%
BIM
1408
Bridges Investment Management
Nebraska
$1.98M +$61.9K +1,335 +3%
ADBIC
1409
A.D. Beadell Investment Counsel
Wisconsin
$1.97M -$308K -6,650 -14%
WFI
1410
West Family Investments
California
$1.97M -$2.58M -55,600 -57%
GGPS
1411
Gary Goldberg Planning Services
New York
$1.96M +$73.5K +1,586 +4%
PAMG
1412
Patton Albertson Miller Group
Tennessee
$1.96M -$780K -16,802 -28%
GC
1413
Garde Capital
Washington
$1.96M +$2.41K +52 +0.1%
W
1414
Wealthfront
California
$1.95M +$547K +11,789 +39%
BDF
1415
Balasa Dinverno & Foltz
$1.95M +$287K +6,194 +17%
CA
1416
Cornerstone Advisors
North Carolina
$1.95M -$5M -107,800 -72%
N
1417
Natixis
France
$1.94M -$309M -6,656,525 -99%
JWM
1418
Jacobus Wealth Management
Wisconsin
$1.94M -$43.8K -945 -2%
HCA
1419
Horan Capital Advisors
Ohio
$1.93M -$590K -12,719 -23%
PSI
1420
Pinnacle Summer Investments
Virginia
$1.93M +$74.9K +1,614 +4%
OPTFSNA
1421
Old Point Trust & Financial Services N A
Virginia
$1.91M -$47.5K -1,025 -2%
AI
1422
ArchPoint Investors
Florida
$1.9M – – –
SFSIG
1423
San Francisco Sentry Investment Group
California
$1.89M -$116K -2,499 -6%
BG
1424
Bollard Group
Massachusetts
$1.89M +$20.9K +450 +1%
PCM
1425
Princeton Capital Management
New Jersey
$1.87M -$219K -4,715 -10%
55 56
57
58 59