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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 %
HJA
1876
Hugh Johnson Advisors
New York
$396K +$16.8K +413 +4%
CAL
1877
Capital Advisors Ltd
Ohio
$395K – – –
SFM
1878
Signature Financial Management
Virginia
$392K -$74.7K -1,840 -16%
CB
1879
Cooke & Bieler
Pennsylvania
$390K -$122K -3,000 -24%
HWA
1880
Heritage Wealth Advisors
Virginia
$390K +$57K +1,405 +17%
AWA
1881
AmeriServ Wealth Advisors
Pennsylvania
$388K -$788K -19,414 -67%
HFM
1882
Hartford Financial Management
Connecticut
$388K -$4.06K -100 -1%
FMB
1883
Field & Main Bank
Kentucky
$383K -$3.05K -75 -0.8%
BKA
1884
Brick & Kyle Associates
Pennsylvania
$381K +$4.07K +100 +1%
KA
1885
Kovack Advisors
Florida
$379K +$68.1K +1,676 +22%
EI
1886
EDMP Inc
Florida
$377K -$3.33K -82 -0.9%
RPA
1887
Rock Point Advisors
Vermont
$374K – – –
ABTD
1888
Arvest Bank Trust Division
Oklahoma
$373K +$3.01K +74 +0.8%
FUBT
1889
First United Bank & Trust
Maryland
$371K +$9.02K +222 +2%
VAS
1890
Valicenti Advisory Services
New York
$368K -$3.9K -96 -1%
RCA
1891
Rex Capital Advisors
Rhode Island
$365K – – –
KAH
1892
Kathryn A. Hall
$365K – – –
GA
1893
Geller Advisors
New York
$362K – – –
VCP
1894
Vista Capital Partners
Oregon
$362K +$67.9K +1,670 +23%
FWM
1895
Focused Wealth Management
New York
$361K -$5.89K -145 -2%
IF
1896
IRON Financial
Illinois
$358K -$57.1K -1,403 -14%
ARM
1897
Adirondack Research & Management
New York
$357K – – –
ZCI
1898
Zevenbergen Capital Investments
Washington
$357K +$67.1K +1,650 +23%
AC
1899
Alexandria Capital
Virginia
$355K -$14.2K -350 -4%
FHB
1900
First Hawaiian Bank
Hawaii
$351K -$11.4K -281 -3%
74 75
76
77 78