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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 %
BIM
1401
Bridges Investment Management
Nebraska
$1.98M +$82.2K +2,021 +4%
WBG
1402
Wharton Business Group
Pennsylvania
$1.98M +$5.08K +125 +0.3%
ARMT
1403
Amica Retiree Medical Trust
Rhode Island
$1.97M – – –
MIM
1404
Miller Investment Management
Pennsylvania
$1.97M +$285K +7,000 +17%
BAM
1405
Bruderman Asset Management
New York
$1.97M +$1.97M +48,420 New
PIA
1406
Peachtree Investment Advisors
Georgia
$1.97M +$380K +9,350 +24%
MHIM
1407
MacNealy Hoover Investment Management
Ohio
$1.96M – – –
RCAG
1408
Rehmann Capital Advisory Group
Michigan
$1.96M +$42.2K +1,038 +2%
LAIC
1409
Lederer & Associates Investment Counsel
California
$1.96M +$511K +12,570 +35%
BDF
1410
Balasa Dinverno & Foltz
$1.95M +$174K +4,272 +10%
ICAS
1411
Investors Capital Advisory Services
Massachusetts
$1.94M -$30K -738 -2%
TC
1412
Trust Company
Kansas
$1.94M +$1.94M +47,671 New
ANB
1413
Amarillo National Bank
Texas
$1.94M -$18.8K -463 -1%
ALA
1414
Atherton Lane Advisers
California
$1.94M +$12.8K +314 +0.7%
BCB
1415
Brian C. Broderick
$1.93M +$16.3K +400 +0.8%
FL
1416
Fort LP
Maryland
$1.93M +$1.12M +27,476 +138%
MWAC
1417
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.91M +$128K +3,138 +7%
GIM
1418
Groesbeck Investment Management
New Jersey
$1.9M -$177K -4,350 -8%
FM
1419
Forward Management
California
$1.89M -$958K -23,750 -34%
JIC
1420
JRM Investment Counsel
Nebraska
$1.89M +$175K +4,300 +10%
MLL
1421
Moody Lynn & Lieberson
Massachusetts
$1.87M -$15.6M -382,513 -89%
CA
1422
Cetera Advisors
Colorado
$1.87M -$858K -21,166 -31%
WWM
1423
Willingdon Wealth Management
North Carolina
$1.87M +$255K +6,277 +16%
NP
1424
NorthRock Partners
Minnesota
$1.86M +$43.7K +1,074 +2%
QAM
1425
Quantres Asset Management
Cayman Islands
$1.85M +$443K +10,900 +32%
55 56
57
58 59