MSFT icon

Microsoft
MSFT

Overview Fund Activity

1,985 hedge funds and large institutions have $237B invested in Microsoft in 2014 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 810 increasing their positions, 893 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,985
Holders Change
+29
Holders Change %
+1.48%
% of All Funds
57.37%
Holding in Top 10
646
Holding in Top 10 Change
+103
Holding in Top 10 Change %
+18.97%
% of All Funds
18.67%
New
124
Increased
810
Reduced
893
Closed
74
Calls
$4.31B
Puts
$2.63B
Net Calls
+$1.68B
Net Calls Change
+$849M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.2B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.05B
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$339M
4
OH
Orbis Holdings
Bermuda
+$298M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$297M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.33B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$942M
3
Deutsche Bank
Deutsche Bank
Germany
-$593M
4
Invesco
Invesco
Georgia
-$508M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$490M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFS
1626
Ifrah Financial Services
Arkansas
$809K +$369 +9 +0%
ACP
1627
Aviance Capital Partners
Florida
$806K +$111K +2,706 +16%
WCBA
1628
Weaver C. Barksdale & Associates
Tennessee
$798K – – –
W
1629
Wealthfront
California
$788K +$788K +19,030 New
MIP
1630
Marietta Investment Partners
Wisconsin
$781K +$13.5K +330 +2%
CL
1631
Choreo LLC
Illinois
$781K +$781K +19,055 New
CA
1632
Capital Advantage
California
$779K +$369 +9 +0%
AB
1633
AT Bancorp
Iowa
$769K -$5.13K -125 -0.7%
MWM
1634
Merriman Wealth Management
Washington
$767K +$767K +19,475 New
DA
1635
Dillon & Associates
Michigan
$765K -$32.8K -800 -4%
IFB
1636
iAB Financial Bank
Indiana
$764K -$49.2K -1,200 -6%
HK
1637
Horizon Kinetics
New York
$763K +$5.37K +131 +0.7%
PH
1638
Pinnacle Holdings
Oklahoma
$763K +$29.4K +717 +4%
PFA
1639
Paradigm Financial Advisors
Missouri
$760K -$123K -3,013 -14%
CC
1640
Capital Counsel
New York
$756K -$20.5K -500 -3%
KCM
1641
Kempner Capital Management
Texas
$752K -$760K -18,530 -50%
RCM
1642
RNC Capital Management
California
$749K -$86.8K -2,117 -10%
LOCC
1643
Lombard Odier & Cie (Canada)
Quebec, Canada
$744K +$717K +17,500 +2,692%
Westfield Capital Management
1644
Westfield Capital Management
Massachusetts
$736K – – –
Rafferty Asset Management
1645
Rafferty Asset Management
New York
$731K +$44.5K +1,087 +6%
CBT
1646
Central Bank & Trust
Kentucky
$729K -$449K -10,941 -38%
GAG
1647
GM Advisory Group
New York
$717K -$49.5K -1,224 -6%
FIM
1648
Freedom Investment Management
Connecticut
$715K +$3.52K +86 +0.5%
MIM
1649
Montgomery Investment Management
Maryland
$711K -$90.2K -2,200 -11%
UBV
1650
United Bank (Virginia)
Virginia
$705K +$6.68K +163 +1%
64 65
66
67 68