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Microsoft
MSFT

Overview Fund Activity

2,095 hedge funds and large institutions have $255B invested in Microsoft in 2015 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 756 increasing their positions, 1,048 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,095
Holders Change
+1
Holders Change %
+0.05%
% of All Funds
56.5%
Holding in Top 10
585
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+7.54%
% of All Funds
15.78%
New
89
Increased
756
Reduced
1,048
Closed
68
Calls
$2.95B
Puts
$2.9B
Net Calls
+$46.9M
Net Calls Change
+$233M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$3.64B
2
LPC
Lone Pine Capital
Connecticut
+$535M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$360M
4
EPCM
Eton Park Capital Management
New York
+$312M
5
Renaissance Technologies
Renaissance Technologies
New York
+$306M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.06B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$758M
3
BIT
BlackRock Institutional Trust
California
-$474M
4
Goldman Sachs
Goldman Sachs
New York
-$347M
5
BA
BlackRock Advisors
Delaware
-$307M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBSF
1801
First National Bank Sioux Falls
South Dakota
$505K – – –
AWA
1802
ARS Wealth Advisors
Florida
$503K +$6.53K +148 +1%
AWA
1803
AmeriServ Wealth Advisors
Pennsylvania
$503K +$80.9K +1,831 +19%
CCC
1804
Chelsea Counsel Company
California
$499K -$141K -3,200 -22%
CFS
1805
Commonwealth Financial Services
West Virginia
$499K -$7.73K -175 -2%
KIG
1806
Kovitz Investment Group
Illinois
$496K -$13.3K -300 -3%
BL
1807
Bolton LP
Connecticut
$496K +$496K +11,224 New
MPM
1808
Meritage Portfolio Management
Kansas
$492K -$144K -3,253 -23%
CW
1809
Cobiz Wealth
Colorado
$491K +$22.8K +516 +5%
TWM
1810
Torch Wealth Management
Ohio
$490K +$88 +2 +0%
BOS
1811
Bank of Stockton
California
$485K -$16.4K -371 -3%
LA
1812
Lucus Advisors
New York
$484K +$106K +2,407 +28%
SAM
1813
Summit Asset Management
Tennessee
$483K -$14.5K -329 -3%
BIM
1814
Beach Investment Management
Pennsylvania
$480K -$644K -14,580 -57%
PFC
1815
Phocas Financial Corp
California
$479K – – –
PAG
1816
Pinnacle Advisory Group
Maryland
$472K -$545K -12,370 -54%
OHS
1817
Odey Holdings (Switzerland)
Switzerland
$469K -$371K -8,420 -44%
TSWM
1818
Triangle Securities Wealth Management
North Carolina
$467K – – –
RIM
1819
Regent Investment Management
Kentucky
$463K -$41.9K -950 -8%
FA
1820
FMA Advisory
Pennsylvania
$463K +$463K +10,493 New
WA
1821
WealthTrust-Arizona
Arizona
$460K -$8.74K -198 -2%
SAA
1822
Southeast Asset Advisors
Georgia
$460K +$88 +2 +0%
BCM
1823
Beck Capital Management
Texas
$459K -$54.9K -1,244 -11%
WP
1824
WealthPLAN Partners
Nebraska
$458K -$72.1K -1,631 -14%
KWMG
1825
King Wealth Management Group
Florida
$458K -$17.6K -398 -4%
71 72
73
74 75