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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 %
GAG
1726
GM Advisory Group
New York
$692K +$60.2K +1,361 +10%
MSFP
1727
Mark Sheptoff Financial Planning
Connecticut
$689K -$158K -3,575 -19%
Simplex Trading
1728
Simplex Trading
Illinois
$682K +$682K +15,429 New
AIC
1729
Atlantic Investment Company
Georgia
$678K +$9.3K +210 +1%
BFIC
1730
Bedell Frazier Investment Counselling
California
$665K -$175K -3,950 -21%
PHAM
1731
Palisades Hudson Asset Management
Florida
$664K -$14.1K -318 -2%
SAM
1732
SignalPoint Asset Management
Missouri
$659K -$1.86K -42 -0.3%
PCA
1733
Private Capital Advisors
Connecticut
$658K – – –
WA
1734
Wealth Architects
California
$658K +$25.3K +573 +4%
PAS
1735
Partnervest Advisory Services
California
$658K +$62.4K +1,409 +10%
CAM
1736
Cacti Asset Management
Georgia
$657K – – –
SIG
1737
Stanford Investment Group
California
$656K +$44 +1 +0%
SCA
1738
Stonebridge Capital Advisors
Minnesota
$655K +$19.3K +437 +3%
TAM
1739
Todd Asset Management
Kentucky
$653K – – –
FA
1740
FCG Advisors
New Jersey
$652K +$116K +3,525 +22%
BA
1741
BKS Advisors
Michigan
$647K -$17K -385 -3%
JG
1742
Jefferies Group
New York
$642K -$936K -21,153 -59%
HA
1743
Halsey Associates
Connecticut
$642K – – –
MCM
1744
Millie Capital Management
California
$635K -$197K -4,450 -24%
CP
1745
Camelot Portfolios
Ohio
$634K -$85K -1,921 -12%
LGC
1746
Laurel Grove Capital
California
$633K -$102K -2,298 -14%
OAM
1747
Occidental Asset Management
California
$631K +$885 +20 +0.1%
MFS
1748
Madrona Financial Services
Washington
$631K +$38K +859 +6%
EGA
1749
E&G Advisors
Texas
$628K +$628K +14,200 New
HHGA
1750
Halbert Hargrove Global Advisors
California
$624K -$711K -16,084 -53%
68 69
70
71 72