MSFT icon

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 %
PCM
1876
Perkins Capital Management
Minnesota
$379K +$79.7K +1,800 +27%
MFS
1877
McNamara Financial Services
Massachusetts
$378K +$133 +3 +0%
HIM
1878
Hutchens Investment Management
New Hampshire
$378K +$133 +3 +0%
SWA
1879
SFMG Wealth Advisors
Texas
$374K +$18.5K +418 +5%
NAM
1880
Nichols Asset Management
Massachusetts
$372K – – –
RMAM
1881
Raab & Moskowitz Asset Management
New Jersey
$371K +$30.5K +691 +9%
GC
1882
Gratus Capital
Georgia
$369K -$150K -3,392 -29%
AC
1883
Alexandria Capital
Virginia
$368K -$5.31K -120 -1%
F
1884
FutureAdvisor
California
$366K +$9.84K +222 +3%
MUS
1885
Mitsubishi UFJ Securities
Japan
$366K +$20.8K +470 +6%
HCM
1886
Hengehold Capital Management
Ohio
$365K +$2.61K +59 +0.7%
KA
1887
Klingman & Associates
New York
$359K -$28.1K -636 -7%
PBT
1888
Pictet Bank & Trust
Bahamas
$359K +$359K +8,117 New
UAS
1889
United Asset Strategies
New York
$354K -$84.5K -1,909 -19%
BFA
1890
Beaumont Financial Advisors
Massachusetts
$354K – – –
HCM
1891
Harvey Capital Management
Florida
$354K – – –
GHAM
1892
Gilman Hill Asset Management
Connecticut
$352K -$5.09K -115 -1%
FUBT
1893
First United Bank & Trust
Maryland
$350K -$19.9K -450 -5%
CCG
1894
Chatham Capital Group
Georgia
$349K +$23K +521 +7%
EWM
1895
Evermay Wealth Management
Virginia
$346K +$31K +700 +10%
CRC
1896
Curi RMB Capital
Illinois
$345K +$2.48K +56 +0.7%
SIMM
1897
Stillwater Investment Management (Minnesota)
Minnesota
$342K +$2.44K +55 +0.7%
NCM
1898
Noesis Capital Mangement
Florida
$340K -$13.3K -300 -4%
HCC
1899
Hirtle Callaghan & Co
Pennsylvania
$338K – – –
SSA
1900
South Street Advisors
New York
$337K +$23.4K +530 +7%
74 75
76
77 78