MSFT icon

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 %
CA
1901
Cambridge Advisors
Nebraska
$350K -$4.82M -42,832 -93%
GAM
1902
Garrison Asset Management
Arkansas
$350K +$3.62K +89 +1%
LA
1903
Lucus Advisors
New York
$348K +$348K +8,558 New
PSC
1904
Prentiss Smith & Co
Vermont
$346K – – –
NCM
1905
Noesis Capital Mangement
Florida
$345K +$69.2K +1,702 +25%
VFP
1906
Verus Financial Partners
Virginia
$344K -$21.4K -526 -6%
NAM
1907
Nichols Asset Management
Massachusetts
$342K -$4.07K -100 -1%
BIM
1908
Baldwin Investment Management
Pennsylvania
$342K +$77.4K +1,900 +29%
DOA
1909
D'Orazio & Associates
Virginia
$341K +$20.3K +500 +6%
KA
1910
Klingman & Associates
New York
$337K +$41.4K +1,017 +14%
GWI
1911
Grace & White Inc
New York
$336K – – –
MA
1912
MCF Advisors
Kentucky
$334K +$90.1K +2,217 +37%
HCM
1913
Hengehold Capital Management
Ohio
$333K -$6.3K -155 -2%
NEPWA
1914
New England Private Wealth Advisors
Massachusetts
$333K +$76.9K +1,890 +30%
LA
1915
Lau Associates
Delaware
$328K – – –
PCM
1916
Pointe Capital Management
Michigan
$328K +$328K +8,065 New
RMAM
1917
Raab & Moskowitz Asset Management
New Jersey
$319K -$19.1K -470 -6%
DAC
1918
Dividend Assets Capital
South Carolina
$317K -$3.05K -75 -1%
LCM
1919
Lucas Capital Management
New Jersey
$317K +$19.2K +472 +6%
DBG
1920
De Burlo Group
Massachusetts
$317K +$24.4K +600 +8%
HCM
1921
Harvey Capital Management
Florida
$313K -$163K -4,000 -34%
CPSAC
1922
Chas P. Smith & Associates (CPS)
Florida
$312K -$3.91M -96,118 -93%
EWM
1923
Evermay Wealth Management
Virginia
$310K -$57.5K -1,416 -16%
SIMM
1924
Stillwater Investment Management (Minnesota)
Minnesota
$310K -$854 -21 -0.3%
SCM
1925
Southport Capital Management
Tennessee
$307K -$16.2K -400 -5%
75 76
77
78 79