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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 %
AIM
1526
Aspen Investment Management
Michigan
$1.4M +$25K +614 +2%
SFA
1527
Sequoia Financial Advisors
Ohio
$1.4M -$1.09M -26,799 -44%
TBNY
1528
Trustco Bank (New York)
New York
$1.4M -$34.2K -841 -2%
JIC
1529
Joel Isaacson & Co
New York
$1.4M +$102K +2,504 +8%
DC
1530
Deschaine & Company
Illinois
$1.39M -$8.94K -220 -0.6%
FIM
1531
Fruth Investment Management
Texas
$1.39M -$3.62K -89 -0.3%
Rafferty Asset Management
1532
Rafferty Asset Management
New York
$1.39M +$574K +14,132 +70%
CL
1533
Choreo LLC
Illinois
$1.39M -$39.2K -964 -3%
SFU
1534
Stonehage Fleming (UK)
United Kingdom
$1.39M +$242K +5,952 +21%
PFBT
1535
Parkside Financial Bank & Trust
Missouri
$1.39M +$45.5K +1,120 +3%
CK
1536
Cohen Klingenstein
New York
$1.39M – – –
TFF
1537
Timothy F. Fidgeon
$1.38M -$26.4K -650 -2%
NSIM
1538
North Star Investment Management
Illinois
$1.38M +$488 +12 +0%
MC
1539
Miles Capital
Iowa
$1.37M -$46.5K -1,144 -3%
MCC
1540
Mid Continent Capital
Illinois
$1.36M +$117K +2,880 +9%
CCS
1541
Crosspoint Capital Strategies
California
$1.36M +$369K +9,088 +37%
BAM
1542
Burnham Asset Management
New York
$1.35M -$117K -2,875 -8%
MGIA
1543
Moneta Group Investment Advisors
Missouri
$1.35M -$11.7K -288 -0.9%
FPCP
1544
Fort Point Capital Partners
California
$1.34M +$93.4K +2,297 +7%
LPT
1545
Legacy Private Trust
Wisconsin
$1.33M +$13K +320 +1%
OCG
1546
Opus Capital Group
Ohio
$1.33M +$86K +2,115 +7%
ECM
1547
EagleClaw Capital Management
Massachusetts
$1.33M – – –
EHWM
1548
Eads & Heald Wealth Management
Georgia
$1.33M -$52.3K -1,287 -4%
DVM
1549
Dreman Value Management
Florida
$1.32M -$73.6K -1,810 -5%
CPS
1550
Counsel Portfolio Services
Ontario, Canada
$1.31M -$402K -9,900 -24%
60 61
62
63 64