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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 %
DA
1851
Dillon & Associates
Michigan
$439K -$20.5K -500 -4%
ACM
1852
Alethea Capital Management
Washington
$438K -$165K -4,068 -27%
KWMG
1853
King Wealth Management Group
Florida
$438K -$36.5K -897 -8%
LFA
1854
Landmark Financial Advisors
Kentucky
$438K +$36.4K +897 +9%
DFIM
1855
Detwiler Fenton Investment Management
Massachusetts
$435K -$9.35K -230 -2%
AAS
1856
Annex Advisory Services
Wisconsin
$435K +$129K +3,168 +42%
VIA
1857
Vantage Investment Advisors
Pennsylvania
$433K +$218K +5,374 +102%
WA
1858
WealthTrust-Arizona
Arizona
$432K +$6.11K +150 +1%
CW
1859
Cobiz Wealth
Colorado
$431K +$7.11K +175 +2%
FWP
1860
FAS Wealth Partners
Kansas
$430K -$5.12K -126 -1%
TSWM
1861
Triangle Securities Wealth Management
North Carolina
$430K +$3.45K +85 +0.8%
MCWS
1862
McKinley Carter Wealth Services
West Virginia
$430K +$23.8K +585 +6%
SFWA
1863
Summit Financial Wealth Advisors
Louisiana
$424K -$1.19K -25 -0.3%
SAA
1864
Southeast Asset Advisors
Georgia
$424K +$81 +2 +0%
GVT
1865
Genesee Valley Trust
New York
$423K -$7.53K -185 -2%
CIC
1866
Cornercap Investment Counsel
Georgia
$423K -$41 -1 -0%
DTL
1867
Dynamic Technology Lab
Singapore
$409K +$409K +10,067 New
GCIA
1868
Gabelli & Co Investment Advisers
New York
$407K – – –
WOC
1869
West Oak Capital
California
$404K – – –
SAM
1870
Security Asset Management
New York
$403K – – –
AC
1871
Addison Capital
Pennsylvania
$401K +$162K +3,990 +68%
DLHL
1872
Donald L. Hagan LLC
Florida
$400K -$12.2K -300 -3%
HCM
1873
Highlander Capital Management
New Jersey
$400K -$4.06K -100 -1%
NCM
1874
Northside Capital Management
Oregon
$400K – – –
QSS
1875
Quantitative Systematic Strategies
Florida
$400K +$400K +9,766 New
73 74
75
76 77