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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 %
BHBT
1576
Burke & Herbert Bank & Trust
Virginia
$1.23M +$46.3K +1,045 +4%
IP
1577
Investment Partners
Ohio
$1.23M -$63.6K -1,437 -5%
CCM
1578
Carlson Capital Management
Minnesota
$1.23M +$133 +3 +0%
RAM
1579
Roanoke Asset Management
New Jersey
$1.22M – – –
MVA
1580
Mount Vernon Associates
Maryland
$1.22M +$26.6K +600 +2%
AFWA
1581
Ancora Family Wealth Advisors
Ohio
$1.22M +$1.22M +27,553 New
AWM
1582
Avior Wealth Management
Nebraska
$1.22M +$1.12M +25,321 +1,154%
PG
1583
Proffitt & Goodson
Tennessee
$1.21M -$3.54K -80 -0.3%
CK
1584
Carnick & Kubik
Colorado
$1.21M +$244K +5,522 +25%
BTNA
1585
Bremer Trust National Association
Minnesota
$1.21M -$123K -2,786 -9%
WA
1586
Winfield Associates
Ohio
$1.2M -$143K -3,224 -11%
DMC
1587
Drexel Morgan & Co
Pennsylvania
$1.2M +$50.6K +1,143 +4%
PCM
1588
Pointe Capital Management
Michigan
$1.2M +$828K +18,704 +225%
FANJ
1589
Financial Architects (New Jersey)
New Jersey
$1.18M +$14.6K +329 +1%
FCIM
1590
Fairview Capital Investment Management
California
$1.18M – – –
PMFA
1591
Plante Moran Financial Advisors
Michigan
$1.17M -$218K -4,928 -16%
TCOO
1592
Trust Company of Oklahoma
Oklahoma
$1.17M -$15.5K -350 -1%
CNC
1593
Citizens & Northern Corp
Pennsylvania
$1.16M -$59.1K -1,335 -5%
NFG
1594
Next Financial Group
Texas
$1.16M -$198K -4,476 -15%
NAM
1595
Needelman Asset Management
California
$1.16M +$1.16M +26,125 New
MGIA
1596
Moneta Group Investment Advisors
Missouri
$1.15M -$609K -13,754 -35%
JDR
1597
Jay D. Rosenbaum
$1.15M – – –
QCG
1598
Quadrant Capital Group
Ohio
$1.14M +$26.1K +595 +2%
SCM
1599
Seamans Capital Management
Massachusetts
$1.12M – – –
HIC
1600
Hartline Investment Corp
Illinois
$1.12M -$2.36M -53,418 -68%
62 63
64
65 66