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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 %
LI
1476
Longer Investments
Arkansas
$1.62M -$652K -16,050 -29%
W
1477
Wealthfront
California
$1.62M -$558K -13,732 -26%
OIA
1478
Optimum Investment Advisors
Illinois
$1.62M -$123K -3,025 -7%
BBNB
1479
Baker Boyer National Bank
Washington
$1.61M -$10.8K -265 -0.7%
SA
1480
Steadfast Advisors
New York
$1.6M +$1.6M +39,366 New
PSI
1481
Pinnacle Summer Investments
Virginia
$1.59M -$38.4K -945 -2%
MAM
1482
Mastrapasqua Asset Management
Tennessee
$1.59M -$7.16M -190,548 -82%
IB
1483
Intrust Bank
Kansas
$1.59M +$49.9K +1,227 +3%
SMC
1484
S. Muoio & Co
New York
$1.59M -$407K -10,000 -20%
AHS
1485
Aspiriant Holdings S3
California
$1.58M -$895 -22 -0.1%
TWA
1486
TCI Wealth Advisors
Arizona
$1.58M +$19.5K +479 +1%
PWMAG
1487
Pinnacle Wealth Management Advisory Group
New Jersey
$1.58M +$62.2K +1,531 +4%
IAS
1488
IMA Advisory Services
Colorado
$1.57M -$3.25K -80 -0.2%
BCFS
1489
Butensky & Cohen Financial Security
Florida
$1.57M +$55.7K +1,370 +4%
JCM
1490
Jag Capital Management
Missouri
$1.57M -$13.4M -329,973 -90%
HAG
1491
HighPoint Advisor Group
Illinois
$1.57M -$9.22K -225 -0.6%
LSCM
1492
LaSalle Street Capital Management
Illinois
$1.55M – – –
NVIM
1493
New Vernon Investment Management
Illinois
$1.55M – – –
CCM
1494
CWH Capital Management
Washington
$1.55M +$15.2K +375 +1%
ATC
1495
Argent Trust Co
Tennessee
$1.55M -$21.2K -522 -1%
NCM
1496
Nebula Capital Management
Connecticut
$1.55M +$1.55M +38,000 New
AIM
1497
Acropolis Investment Management
Missouri
$1.54M +$142K +3,490 +10%
FCCM
1498
First City Capital Management
Georgia
$1.54M -$10.6K -261 -0.7%
BGDI
1499
BW Gestao de Investimentos
Brazil
$1.54M -$169K -4,152 -10%
ICM
1500
ICC Capital Management
Florida
$1.54M -$3.33M -81,800 -68%
58 59
60
61 62