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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 %
FWM
1901
Focused Wealth Management
New York
$336K +$29K +656 +9%
MWM
1902
Modera Wealth Management
New Jersey
$333K +$35.8K +810 +12%
VCM
1903
Vigilant Capital Management
Maine
$332K +$28.8K +650 +9%
PO
1904
Private Ocean
California
$330K +$325K +7,361 +7,217%
BCM
1905
BBT Capital Management
Texas
$330K +$330K +7,449 New
W
1906
Wealthquest
Ohio
$329K +$4.2K +95 +1%
DAC
1907
Dividend Assets Capital
South Carolina
$328K +$6.63K +150 +2%
TH
1908
Timber Hill
Connecticut
$327K -$1.62M -36,608 -83%
DA
1909
Dunvegan Associates
California
$327K – – –
GAAM
1910
Guinness Atkinson Asset Management
California
$327K – – –
BRWM
1911
B. Riley Wealth Management
Tennessee
$326K -$122K -2,761 -27%
GAM
1912
Gemmer Asset Management
California
$326K -$13.5K -306 -4%
BWA
1913
Burt Wealth Advisors
Maryland
$325K +$88 +2 +0%
TIM
1914
Tortoise Investment Management
New York
$325K +$9.78K +221 +3%
FI
1915
FCM Investments
Texas
$323K – – –
DA
1916
Dillon & Associates
Michigan
$323K +$39.6K +900 +14%
CFA
1917
Capstone Financial Advisors
Illinois
$322K -$41.2K -929 -11%
VCP
1918
Vista Capital Partners
Oregon
$322K +$89 +2 +0%
AIM
1919
Assured Investment Management
New York
$319K -$65.3K -1,478 -17%
CP
1920
Coho Partners
Pennsylvania
$319K – – –
AA
1921
Alesco Advisors
New York
$319K +$2.21K +50 +0.7%
KTC
1922
Kistler-Tiffany Companies
Pennsylvania
$319K +$18.2K +410 +6%
VFP
1923
Verus Financial Partners
Virginia
$315K -$46.2K -1,043 -13%
ZAM
1924
Zevin Asset Management
Massachusetts
$315K -$886 -20 -0.3%
JIP
1925
Jaffetilchin Investment Partners
Florida
$313K +$23.6K +534 +8%
75 76
77
78 79