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 %
CWA
1426
Cypress Wealth Advisors
California
$1.97M +$90K +2,032 +5%
NA
1427
NewEdge Advisors
Louisiana
$1.96M +$84.6K +1,901 +5%
MCM
1428
Marathon Capital Management
Maryland
$1.96M -$974 -22 -0%
WEC
1429
Winslow Evans & Crocker
Massachusetts
$1.96M -$55.7K -1,258 -3%
BSW
1430
Buckingham Strategic Wealth
Missouri
$1.95M -$47.8K -1,079 -2%
TWA
1431
TCI Wealth Advisors
Arizona
$1.95M +$217K +4,901 +12%
NAMP
1432
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.95M – – –
MCM
1433
Matarin Capital Management
New York
$1.94M -$946K -21,363 -33%
HA
1434
Harfst & Associates
Wyoming
$1.94M +$1.65M +37,347 +571%
TI
1435
TT International
United Kingdom
$1.93M +$1.93M +43,678 New
HPCM
1436
High Pointe Capital Management
Illinois
$1.93M +$39.8K +900 +2%
FM
1437
Forward Management
California
$1.92M -$128K -2,887 -6%
PWAP
1438
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.91M -$49.8K -1,126 -3%
ADBIC
1439
A.D. Beadell Investment Counsel
Wisconsin
$1.9M – – –
BFEC
1440
Benjamin F. Edwards & Company
Missouri
$1.9M -$54.7K -1,236 -3%
SC
1441
Savant Capital
Illinois
$1.89M +$277K +6,259 +17%
IT
1442
Independence Trust
Tennessee
$1.89M -$506K -11,428 -21%
WFI
1443
West Family Investments
California
$1.88M – – –
CAL
1444
Capital Analysts LLC
Pennsylvania
$1.87M +$130K +2,935 +7%
MLL
1445
Moody Lynn & Lieberson
Massachusetts
$1.87M -$130K -2,936 -7%
JWM
1446
Jacobus Wealth Management
Wisconsin
$1.87M -$5.31K -120 -0.3%
LCM
1447
Leisure Capital Management
California
$1.86M -$40.5K -916 -2%
GS
1448
GAM Systematic
United Kingdom
$1.84M -$3.49M -78,895 -65%
BG
1449
Bollard Group
Massachusetts
$1.84M +$10.4K +234 +0.6%
FAM
1450
Fortaleza Asset Management
Illinois
$1.82M – – –
56 57
58
59 60