MSFT icon

Microsoft

1,997 hedge funds and large institutions have $272B invested in Microsoft in 2014 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 751 increasing their positions, 979 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,997
Holders Change
+9
Holders Change %
+0.45%
% of All Funds
57.98%
Holding in Top 10
717
Holding in Top 10 Change
+121
Holding in Top 10 Change %
+20.3%
% of All Funds
20.82%
New
87
Increased
751
Reduced
979
Closed
60
Calls
$3.37B
Puts
$3.55B
Net Calls
-$183M
Net Calls Change
-$1.23B
Name Holding Trade Value Shares
Change
Shares
Change %
WA
1726
Waverly Advisors
Alabama
$594K +$36K +776 +6%
BCM
1727
Beck Capital Management
Texas
$591K +$591K +12,888 New
KWMG
1728
King Wealth Management Group
Florida
$587K +$67.3K +1,453 +13%
WG
1729
Welch Group
Alabama
$585K -$11.7K -252 -2%
CIC
1730
Chilton Investment Company
Connecticut
$584K +$584K +12,592 New
CIA
1731
Covington Investment Advisors
Pennsylvania
$579K -$6.95K -150 -1%
B
1732
Bellecapital
Switzerland
$578K
SC
1733
Schulhoff & Co
Ohio
$567K -$16K -345 -3%
EWA
1734
EP Wealth Advisors
California
$565K +$51.7K +1,115 +10%
NERM
1735
New England Research & Management
Illinois
$564K -$498K -10,750 -47%
CCC
1736
Chelsea Counsel Company
California
$564K -$121K -2,612 -18%
HCM
1737
Highlander Capital Management
New Jersey
$560K
WIC
1738
Wilkins Investment Counsel
Massachusetts
$556K -$11.6K -250 -2%
Kayne Anderson Rudnick Investment Management
1739
Kayne Anderson Rudnick Investment Management
California
$555K -$108K -2,338 -16%
DBT
1740
Dubuque Bank & Trust
Iowa
$552K -$1.03M -22,205 -65%
PAS
1741
Partnervest Advisory Services
California
$552K +$33.5K +723 +6%
RC
1742
Reik & Co
New York
$549K -$148K -3,202 -21%
HJA
1743
Hugh Johnson Advisors
New York
$549K +$94.6K +2,041 +21%
PIM
1744
Parasol Investment Management
Illinois
$547K -$42.9K -927 -7%
IUAM
1745
Itau USA Asset Management
New York
$538K
BIC
1746
Beach Investment Counsel
Pennsylvania
$537K
PMG
1747
ProVise Management Group
Florida
$536K -$9.4K -203 -2%
AIM
1748
Arcadia Investment Management
Michigan
$532K -$27.8K -600 -5%
FNBSF
1749
First National Bank Sioux Falls
South Dakota
$529K
FHC
1750
First Houston Capital
Texas
$529K +$13.9K +300 +3%