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Microsoft
MSFT

Overview Fund Activity

2,094 hedge funds and large institutions have $236B invested in Microsoft in 2015 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 930 increasing their positions, 897 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,094
Holders Change
-53
Holders Change %
-2.47%
% of All Funds
55.85%
Holding in Top 10
544
Holding in Top 10 Change
-161
Holding in Top 10 Change %
-22.84%
% of All Funds
14.51%
New
93
Increased
930
Reduced
897
Closed
124
Calls
$3.02B
Puts
$3.21B
Net Calls
-$186M
Net Calls Change
+$980M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.5B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$670M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$588M
4
Harris Associates
Harris Associates
Illinois
+$535M
5
Capital World Investors
Capital World Investors
California
+$516M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.2B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$712M
3
State Street
State Street
Massachusetts
-$567M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$490M
5
CWG
C WorldWide Group
Denmark
-$414M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
1826
Wilkins Investment Counsel
Massachusetts
$488K – – –
WP
1827
WealthPLAN Partners
Nebraska
$487K +$487K +11,998 New
MIAN
1828
Mariner Independent Advisor Network
Kansas
$484K -$271K -6,668 -36%
KG
1829
Killen Group
Pennsylvania
$482K -$8.25M -203,000 -94%
FWM
1830
Frontier Wealth Management
Missouri
$477K +$87.3K +2,148 +22%
WCM
1831
Wealthcare Capital Management
Virginia
$477K +$457K +11,245 +2,314%
KLWA
1832
Kelly Lawrence W & Associates
California
$474K -$142K -3,500 -23%
BCM
1833
Beck Capital Management
Texas
$473K -$396K -9,750 -46%
KIG
1834
Kovitz Investment Group
Illinois
$469K -$16.3K -400 -3%
CFA
1835
Capstone Financial Advisors
Illinois
$468K +$56.1K +1,378 +14%
CFS
1836
Commonwealth Financial Services
West Virginia
$467K +$1.51K +37 +0.3%
AIM
1837
Arcadia Investment Management
Michigan
$466K – – –
FNBSF
1838
First National Bank Sioux Falls
South Dakota
$465K -$11.3K -279 -2%
RIM
1839
Regent Investment Management
Kentucky
$465K +$32.5K +800 +8%
BOS
1840
Bank of Stockton
California
$462K -$6.09K -150 -1%
BC
1841
Brinker Capital
Pennsylvania
$460K -$24.6M -604,683 -98%
SAM
1842
Summit Asset Management
Tennessee
$459K +$23.7K +583 +5%
SAM
1843
Selway Asset Management
$459K +$459K +11,300 New
AWA
1844
ARS Wealth Advisors
Florida
$457K +$32.6K +801 +8%
TWM
1845
Torch Wealth Management
Ohio
$452K +$41 +1 +0%
AI
1846
Accredited Investors
Minnesota
$447K +$11.5K +283 +3%
TNB
1847
Thomasville National Bank
Georgia
$447K +$19.2K +473 +4%
S
1848
SignatureFD
Georgia
$445K -$65.5K -1,610 -13%
BRWM
1849
B. Riley Wealth Management
Tennessee
$443K -$501K -12,341 -53%
PFC
1850
Phocas Financial Corp
California
$441K +$441K +10,854 New
72 73
74
75 76