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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 %
TA
1701
Tiedemann Advisors
New York
$764K +$764K +17,260 New
NEIRG
1702
New England Investment & Retirement Group
Massachusetts
$758K -$6.42K -145 -0.8%
CMANY
1703
Capital Management Associates (New York)
New York
$747K -$32.1K -725 -4%
TIC
1704
Trees Investment Counsel
Illinois
$747K -$28.1K -634 -4%
NC
1705
NewSquare Capital
Pennsylvania
$747K -$1.33K -30 -0.2%
CL
1706
CSS LLC
Illinois
$742K +$26.6K +600 +4%
MC
1707
Miles Capital
Iowa
$738K -$17.1K -387 -2%
NFG
1708
Nadler Financial Group
Illinois
$735K +$6.46K +146 +0.9%
GCM
1709
Graham Capital Management
Connecticut
$735K +$445K +10,050 +153%
BFPW
1710
BOK Financial Private Wealth
Colorado
$728K – – –
BCMIO
1711
Beacon Capital Management Inc (Ohio)
Ohio
$727K -$17.4K -392 -2%
PWM
1712
Perigon Wealth Management
California
$722K -$39.2K -885 -5%
BPCE
1713
Bank Pictet & Cie (Europe)
Germany
$722K +$722K +16,323 New
RWA
1714
River Wealth Advisors
Pennsylvania
$721K -$6.42K -145 -0.9%
DW
1715
Domani Wealth
Pennsylvania
$720K +$15.9K +359 +2%
EDRS
1716
Edmond de Rothschild (Suisse)
Switzerland
$715K -$206K -4,650 -22%
JPTCCM
1717
J.P. Turner & Co Capital Management
Georgia
$715K -$12.6K -283 -2%
Manulife (Manufacturers Life Insurance)
1718
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$712K -$28.7K -648,013 -4%
HK
1719
Horizon Kinetics
New York
$703K -$68.6K -1,550 -9%
DM
1720
Diker Management
New York
$701K -$44.2K -1,000 -6%
MWM
1721
Mission Wealth Management
California
$700K -$75.1K -1,697 -10%
IH
1722
IFC Holdings
Florida
$700K +$8.01K +183 +1%
RHBC
1723
R.H. Bluestein & Co
Michigan
$696K +$284K +6,409 +69%
BBNB
1724
Baker Boyer National Bank
Washington
$695K -$1.16M -26,166 -62%
SRSA
1725
S.R. Schill & Associates
Washington
$694K -$31.1K -702 -4%
67 68
69
70 71