MSFT icon

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 %
LG
1401
LaFleur & Godfrey
Michigan
$2.09M +$28.8K +650 +1%
HSA
1402
HBK Sorce Advisory
Pennsylvania
$2.09M +$159K +3,588 +8%
ALA
1403
Atherton Lane Advisers
California
$2.08M -$90.4K -2,042 -4%
AAM
1404
Aureus Asset Management
Massachusetts
$2.07M -$4.6K -104 -0.2%
GLI
1405
Guardian Life Insurance
New York
$2.07M +$501K +11,321 +32%
MFIMFI
1406
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.06M +$42K +949 +2%
CA
1407
Cambridge Advisors
Nebraska
$2.06M +$43.9K +991 +2%
PCM
1408
Palouse Capital Management
Washington
$2.06M +$2.06M +46,564 New
JIC
1409
JRM Investment Counsel
Nebraska
$2.06M – – –
WBG
1410
Wharton Business Group
Pennsylvania
$2.05M -$39.4K -890 -2%
VKH
1411
Virtu KCG Holdings
New York
$2.05M -$1.2M -27,056 -37%
RBC
1412
Ronald Blue & Co
Georgia
$2.04M -$69.4K -1,567 -3%
SAMH
1413
Shanda Asset Management Holdings
British Virgin Islands
$2.03M +$2.03M +45,903 New
BDF
1414
Balasa Dinverno & Foltz
$2.03M +$66.6K +1,505 +3%
NIT
1415
NumerixS Investment Technologies
British Columbia, Canada
$2.02M -$15.3M -345,650 -88%
HB
1416
Homrich & Berg
Georgia
$2.02M +$29.2K +660 +1%
DBT
1417
Dubuque Bank & Trust
Iowa
$2.01M +$162K +3,671 +9%
BCB
1418
Brian C. Broderick
$2M -$12.2K -275 -0.6%
NIC
1419
Northwest Investment Counselors
Oregon
$2M -$19.1K -432 -0.9%
CA
1420
Corrado Advisors
New Jersey
$1.99M – – –
CK
1421
Cohen Klingenstein
New York
$1.99M – – –
HC
1422
Hawkins Capital
Texas
$1.99M +$1.99M +45,000 New
MIM
1423
Miller Investment Management
Pennsylvania
$1.99M – – –
BA
1424
Birinyi Associates
Connecticut
$1.98M +$659K +14,886 +50%
WA
1425
WealthTrust Axiom
Pennsylvania
$1.98M +$22.1K +499 +1%
55 56
57
58 59