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Microsoft
MSFT

Overview Fund Activity

2,147 hedge funds and large institutions have $288B invested in Microsoft in 2014 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 813 increasing their positions, 925 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,147
Holders Change
+150
Holders Change %
+7.51%
% of All Funds
57.3%
Holding in Top 10
705
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-1.67%
% of All Funds
18.82%
New
226
Increased
813
Reduced
925
Closed
56
Calls
$2.29B
Puts
$3.45B
Net Calls
-$1.17B
Net Calls Change
-$983M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$726M
2
State Street
State Street
Massachusetts
+$566M
3
Coatue Management
Coatue Management
New York
+$467M
4
BFA
BlackRock Fund Advisors
California
+$446M
5
WRF
Waddell & Reed Financial
Kansas
+$339M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$862M
2
LPC
Lone Pine Capital
Connecticut
-$784M
3
Bank of America
Bank of America
North Carolina
-$553M
4
Invesco
Invesco
Georgia
-$398M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$397M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCB
1876
Cutter & Co Brokerage
Missouri
$532K +$54.9K +1,182 +12%
CFS
1877
Commonwealth Financial Services
West Virginia
$531K +$531K +11,438 New
CHP
1878
Cable Hill Partners
Oregon
$526K +$526K +11,326 New
PFA
1879
Paradigm Financial Advisors
Missouri
$525K -$375K -8,065 -42%
TWM
1880
Torch Wealth Management
Ohio
$516K +$46 +1 +0%
DA
1881
Dillon & Associates
Michigan
$515K – – –
LGC
1882
Laurel Grove Capital
California
$511K +$32.5K +700 +7%
SCM
1883
Schnieders Capital Management
California
$509K +$118K +2,550 +30%
DFIM
1884
Detwiler Fenton Investment Management
Massachusetts
$508K +$28.7K +617 +6%
RCM
1885
Reynolds Capital Management
Nevada
$506K +$55.7K +1,200 +12%
RFA
1886
Reilly Financial Advisors
California
$505K -$3.63K -78 -0.7%
SAM
1887
Summit Asset Management
Tennessee
$497K +$558 +12 +0.1%
AI
1888
Accredited Investors
Minnesota
$497K +$5.95K +128 +1%
FWP
1889
FAS Wealth Partners
Kansas
$497K +$17.7K +381 +4%
RIM
1890
Regent Investment Management
Kentucky
$495K +$55.8K +1,200 +13%
GVT
1891
Genesee Valley Trust
New York
$492K -$6.6K -142 -1%
EWA
1892
EP Wealth Advisors
California
$491K -$75.1K -1,617 -13%
TNB
1893
Thomasville National Bank
Georgia
$489K +$19.1K +410 +4%
TSWM
1894
Triangle Securities Wealth Management
North Carolina
$488K – – –
WA
1895
WealthTrust-Arizona
Arizona
$486K -$10.5K -226 -2%
AWA
1896
ARS Wealth Advisors
Florida
$485K -$46 -1 -0%
BCM
1897
Bares Capital Management
Texas
$485K – – –
CW
1898
Cobiz Wealth
Colorado
$485K +$16.3K +350 +3%
KPCM
1899
Kings Point Capital Management
New York
$485K +$159K +3,421 +49%
SAA
1900
Southeast Asset Advisors
Georgia
$484K -$9.15K -197 -2%
74 75
76
77 78