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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 %
SAA
1826
Southeast Asset Advisors
Georgia
$469K +$7.74K +175 +2%
WA
1827
WealthTrust-Arizona
Arizona
$461K – – –
KWMG
1828
King Wealth Management Group
Florida
$460K +$531 +12 +0.1%
ACM
1829
Alethea Capital Management
Washington
$449K +$13.2K +297 +3%
KA
1830
Kovack Advisors
Florida
$445K +$21K +474 +5%
SFM
1831
Signature Financial Management
Virginia
$444K -$551K -12,430 -55%
GCIA
1832
Gabelli & Co Investment Advisers
New York
$443K – – –
DOA
1833
D'Orazio & Associates
Virginia
$440K -$8.69K -160 -2%
SAM
1834
Security Asset Management
New York
$439K – – –
FWP
1835
FAS Wealth Partners
Kansas
$438K +$11.3K +256 +3%
NCM
1836
Northside Capital Management
Oregon
$436K – – –
GVT
1837
Genesee Valley Trust
New York
$436K +$885 +20 +0.2%
HCM
1838
Highlander Capital Management
New Jersey
$435K – – –
CAI
1839
Capital Advisors Inc
Oklahoma
$434K -$6.95K -157 -2%
OHS
1840
Odey Holdings (Switzerland)
Switzerland
$431K -$38.9K -881 -8%
AI
1841
Accredited Investors
Minnesota
$431K -$3.99K -90 -0.9%
ANBT
1842
American National Bank & Trust
Texas
$430K +$297K +6,718 +224%
GWI
1843
Grace & White Inc
New York
$428K – – –
LFA
1844
Landmark Financial Advisors
Kentucky
$422K +$309 +7 +0.1%
FHB
1845
First Hawaiian Bank
Hawaii
$422K +$48.4K +1,094 +13%
CAS
1846
CTC Alternative Strategies
Illinois
$420K +$420K +9,500 New
CIC
1847
Cornercap Investment Counsel
Georgia
$420K +$621 +14 +0.1%
LA
1848
Lau Associates
Delaware
$420K +$58.5K +1,323 +16%
EI
1849
EDMP Inc
Florida
$419K +$23.9K +539 +6%
WOC
1850
West Oak Capital
California
$419K -$6.64K -150 -2%
72 73
74
75 76