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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 %
TH
1601
Timber Hill
Connecticut
$1.12M +$1.12M +27,480 New
FAB
1602
First American Bank
Illinois
$1.11M +$10.6K +260 +1%
TCOO
1603
Trust Company of Oklahoma
Oklahoma
$1.11M +$6.1K +150 +0.6%
MVA
1604
Mount Vernon Associates
Maryland
$1.1M +$154K +3,800 +16%
FCIM
1605
Fairview Capital Investment Management
California
$1.09M -$13.6K -334 -1%
SIM
1606
SSI Investment Management
California
$1.09M -$377K -9,279 -26%
IAA
1607
Ironsides Asset Advisors
North Carolina
$1.09M -$76.6K -1,884 -7%
SCG
1608
Sonata Capital Group
Washington
$1.08M -$373K -9,167 -26%
ACP
1609
Aviance Capital Partners
Florida
$1.08M -$72.8K -1,789 -6%
FANJ
1610
Financial Architects (New Jersey)
New Jersey
$1.08M -$20.8K -511 -2%
MHS
1611
M Holdings Securities
Oregon
$1.08M +$772 +19 +0.1%
VanEck Associates
1612
VanEck Associates
New York
$1.07M +$511K +12,565 +91%
JDR
1613
Jay D. Rosenbaum
$1.07M -$58.9K -1,450 -5%
MIC
1614
Meridian Investment Counsel
California
$1.07M +$44.7K +1,100 +4%
SRCM
1615
Swift Run Capital Management
Virginia
$1.07M +$104K +2,550 +11%
MCM
1616
Manchester Capital Management
Vermont
$1.06M -$985K -24,233 -48%
BA
1617
Birinyi Associates
Connecticut
$1.06M +$382K +9,400 +56%
ARMC
1618
American Research & Management Company
Massachusetts
$1.06M -$3.9K -96 -0.4%
PP
1619
Paloma Partners
Connecticut
$1.06M -$293K -7,210 -22%
GT
1620
Greenleaf Trust
Michigan
$1.05M -$19.9K -489 -2%
BP
1621
Ballentine Partners
Massachusetts
$1.05M +$24.9K +612 +2%
DSC
1622
Duncker Streett & Co
Missouri
$1.05M +$61.2K +1,506 +6%
EAM
1623
Evanson Asset Management
California
$1.04M -$49.9K -1,226 -5%
BHBT
1624
Burke & Herbert Bank & Trust
Virginia
$1.04M +$61K +1,500 +6%
BIM
1625
Beach Investment Management
Pennsylvania
$1.04M -$1.22M -29,900 -54%
63 64
65
66 67