MSFT icon

Microsoft
MSFT

Overview Fund Activity

1,988 hedge funds and large institutions have $246B invested in Microsoft in 2014 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 816 increasing their positions, 900 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,988
Holders Change
+3
Holders Change %
+0.15%
% of All Funds
57.18%
Holding in Top 10
596
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-7.74%
% of All Funds
17.14%
New
87
Increased
816
Reduced
900
Closed
71
Calls
$3.88B
Puts
$2.84B
Net Calls
+$1.05B
Net Calls Change
-$634M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$2.62B
2
Capital World Investors
Capital World Investors
California
+$1.1B
3
Franklin Resources
Franklin Resources
California
+$531M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$489M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$446M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$792M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$669M
3
Invesco
Invesco
Georgia
-$663M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$456M
5
PI
Putnam Investments
Massachusetts
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
1801
Capital Advisors Ltd
Ohio
$405K – – –
UAS
1802
United Asset Strategies
New York
$401K +$26.9K +645 +7%
BCM
1803
Brookstone Capital Management
Illinois
$397K -$8.87K -213 -2%
MIU
1804
Man Investments (UK)
United Kingdom
$395K +$120K +2,887 +44%
NEPWA
1805
New England Private Wealth Advisors
Massachusetts
$392K +$24.8K +597 +7%
GWI
1806
Grace & White Inc
New York
$391K – – –
AWP
1807
Ascent Wealth Partners
New York
$391K – – –
SI
1808
Scout Investments
Missouri
$391K +$146K +3,500 +60%
EI
1809
EDMP Inc
Florida
$389K +$333 +8 +0.1%
CW
1810
Cobiz Wealth
Colorado
$383K +$3.62K +87 +1%
AT
1811
Arvest Trust
Oklahoma
$381K +$11.7K +281 +3%
CL
1812
CIM LLC
New York
$379K -$21.5K -516 -5%
VFP
1813
Verus Financial Partners
Virginia
$378K -$3.76K -90 -1%
WOC
1814
West Oak Capital
California
$378K – – –
FMB
1815
Field & Main Bank
Kentucky
$377K +$11.5K +275 +3%
AL
1816
Aspiriant LLC
California
$375K +$375K +8,990 New
RCA
1817
Rex Capital Advisors
Rhode Island
$374K – – –
AC
1818
Alexandria Capital
Virginia
$370K -$24.1K -579 -6%
ARM
1819
Adirondack Research & Management
New York
$368K – – –
OAM
1820
Oberweis Asset Management
Illinois
$367K -$70.8K -1,699 -16%
S
1821
SignatureFD
Georgia
$366K -$25K -600 -6%
TNB
1822
Thomasville National Bank
Georgia
$362K +$37.1K +890 +11%
GAM
1823
Garrison Asset Management
Arkansas
$356K +$59.5K +1,426 +20%
FWM
1824
Focused Wealth Management
New York
$355K +$10.6K +254 +3%
NAM
1825
Nichols Asset Management
Massachusetts
$354K – – –
71 72
73
74 75