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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 %
KT
1501
Kanaly Trust
Texas
$1.51M +$4.78K +108 +0.3%
CCG
1502
Cypress Capital Group
Florida
$1.5M -$429K -9,692 -22%
CSMF
1503
Charles Stewart Mott Foundation
Michigan
$1.49M +$1.49M +33,752 New
PNAA
1504
Pictet North America Advisors
Switzerland
$1.49M +$1.49M +33,580 New
MC
1505
Maverick Capital
Texas
$1.48M +$828K +18,700 +126%
AIM
1506
Aspen Investment Management
Michigan
$1.48M -$48.2K -1,089 -3%
TBNY
1507
Trustco Bank (New York)
New York
$1.48M -$51.3K -1,160 -3%
AFG
1508
Albion Financial Group
Utah
$1.48M +$59.7K +1,350 +4%
SAS
1509
Spectrum Advisory Services
Georgia
$1.47M -$59.8K -1,350 -4%
EWM
1510
Endurance Wealth Management
Rhode Island
$1.47M -$14.5K -309 -1%
KCM
1511
KSA Capital Management
New Jersey
$1.46M -$124K -2,800 -8%
SMC
1512
S. Muoio & Co
New York
$1.46M – – –
AHS
1513
Aspiriant Holdings S3
California
$1.46M -$31.7K -717 -2%
FIM
1514
Fruth Investment Management
Texas
$1.46M -$13.3K -300 -0.9%
CC
1515
Cadinha & Co
Hawaii
$1.46M -$79.7K -1,800 -5%
LIM
1516
Leavell Investment Management
Alabama
$1.45M +$49K +1,107 +3%
TFF
1517
Timothy F. Fidgeon
$1.45M -$13.3K -300 -0.9%
PHS
1518
Pekin Hardy Strauss
Illinois
$1.45M -$142K -3,210 -9%
GIM
1519
Guardian Investment Management
California
$1.44M +$28.8K +550 +2%
KCA
1520
KR Capital Advisors
New York
$1.44M -$2.12M -47,807 -60%
QCMC
1521
Quantum Capital Management (California)
California
$1.44M -$18K -407 -1%
BCM
1522
Boltwood Capital Management
California
$1.44M -$35.4K -800 -2%
ECM
1523
EagleClaw Capital Management
Massachusetts
$1.44M – – –
PFS
1524
Prospera Financial Services
Texas
$1.43M +$35.8K +833 +3%
SFU
1525
Stonehage Fleming (UK)
United Kingdom
$1.43M -$22.2K -500 -2%
59 60
61
62 63