MSFT icon

Microsoft
MSFT

Overview Fund Activity

2,268 hedge funds and large institutions have $321B invested in Microsoft in 2015 Q4 according to their latest regulatory filings, with 257 funds opening new positions, 821 increasing their positions, 1,026 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,268
Holders Change
+181
Holders Change %
+8.67%
% of All Funds
59.56%
Holding in Top 10
911
Holding in Top 10 Change
+230
Holding in Top 10 Change %
+33.77%
% of All Funds
23.92%
New
257
Increased
821
Reduced
1,026
Closed
46
Calls
$5.99B
Puts
$4.34B
Net Calls
+$1.65B
Net Calls Change
+$839M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.43B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.15B
3
Jennison Associates
Jennison Associates
New York
+$993M
4
Bank of America
Bank of America
North Carolina
+$789M
5
Morgan Stanley
Morgan Stanley
New York
+$518M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$1.64B
2
Goldman Sachs
Goldman Sachs
New York
-$1.09B
3
VH
ValueAct Holdings
California
-$1.03B
4
Franklin Resources
Franklin Resources
California
-$880M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$603M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
1751
EP Wealth Advisors
California
$1.17M +$489K +8,818 +72%
HIM
1752
Herald Investment Management
United Kingdom
$1.16M – – –
PFBT
1753
Parkside Financial Bank & Trust
Missouri
$1.16M +$14.6K +264 +1%
SNBOSD
1754
Security National Bank of So Dak
Iowa
$1.16M +$67.9K +1,225 +6%
AIM
1755
Advantage Investment Management
Iowa
$1.15M +$60.1K +1,084 +6%
AB
1756
AT Bancorp
Iowa
$1.15M -$2.18M -39,268 -65%
MMPW
1757
Mitchell McLeod Pugh & Williams
Alabama
$1.15M – – –
VWM
1758
Vector Wealth Management
Minnesota
$1.14M +$7.61K +137 +0.7%
IAMOG
1759
Investors Asset Management of Georgia
Georgia
$1.14M -$5.55K -100 -0.5%
HCM
1760
HM Capital Management
Missouri
$1.14M +$11.3K +203 +1%
MS
1761
Marshall & Sullivan
Washington
$1.13M -$13.9K -250 -1%
MIM
1762
Montgomery Investment Management
Maryland
$1.13M – – –
TDC
1763
Thompson Davis & Co
Virginia
$1.13M +$14.4K +259 +1%
FNB
1764
Farmers National Bank
Kentucky
$1.13M +$58K +1,045 +5%
PAA
1765
Peregrine Asset Advisers
Oregon
$1.12M +$11.1K +200 +1%
BOC
1766
Barbara Oil Co
Illinois
$1.11M – – –
WCBA
1767
Weaver C. Barksdale & Associates
Tennessee
$1.11M – – –
LSC
1768
Lesa Sroufe & Co
Washington
$1.11M -$78.5K -1,415 -7%
SIM
1769
SSI Investment Management
California
$1.1M -$12.5K -225 -1%
SJL
1770
Shayne & Jacobs LLC
Tennessee
$1.1M – – –
RWG
1771
Regal Wealth Group
California
$1.1M +$1.1M +19,821 New
SIG
1772
Schooner Investment Group
Pennsylvania
$1.1M -$2.6M -47,500 -70%
FA
1773
FCG Advisors
New Jersey
$1.09M -$7.71K -139 -0.7%
CA
1774
Capital Advantage
California
$1.09M +$15.1K +273 +1%
CASB
1775
Cape Ann Savings Bank
Massachusetts
$1.08M +$26.7K +482 +3%
69 70
71
72 73