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Microsoft
MSFT

Overview Fund Activity

1,997 hedge funds and large institutions have $272B invested in Microsoft in 2014 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 751 increasing their positions, 979 reducing their positions, and 60 closing their positions.

Holders
1,997
Holders Change
+9
Holders Change %
+0.45%
% of All Funds
57.98%
Holding in Top 10
717
Holding in Top 10 Change
+121
Holding in Top 10 Change %
+20.3%
% of All Funds
20.82%
New
87
Increased
751
Reduced
979
Closed
60
Calls
$3.37B
Puts
$3.55B
Net Calls
-$183M
Net Calls Change
-$1.23B

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$19.1B
2
State Street
2
State Street
Massachusetts
$15.6B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$7.15B
4
WRF
4
Waddell & Reed Financial
Kansas
$1.21B
5
BIT
5
BlackRock Institutional Trust
California
$10.2B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$2.92B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$10.6B
3
Invesco
3
Invesco
Georgia
$5.3B
4
Goldman Sachs
4
Goldman Sachs
New York
$2.11B
5
N
5
Natixis
France
$1.94M
Name Market Value Shares Shares
Change 		Shares
Change %
FAG
1926
Financial Advisory Group
Texas
$210K 4,520 +4,520 New
HC
1927
Hourglass Capital
Texas
$209K 4,500 +4,500 New
LWA
1928
Lenox Wealth Advisors
New York
$206K 4,445 +13 +0.3%
DDPIC
1929
Deroy & Devereaux Private Investment Counsel
Michigan
$206K 4,439 +4,439 New
UIM
1930
Underhill Investment Management
California
$204K 4,400 +4,400 New
Sands Capital Management
1931
Sands Capital Management
Virginia
$204K 4,400 +4,400 New
AAS
1932
Annex Advisory Services
Wisconsin
$203K 4,388 +4,388 New
TFO
1933
Tarbox Family Office
California
$189K 4,077 +211 +5%
CFN
1934
Cordasco Financial Network
Florida
$181K 3,900 – –
SCM
1935
Seamans Capital Management
Massachusetts
$178K 3,850 – –
OAM
1936
Orinda Asset Management
California
$177K 3,823 -493 -11%
CM
1937
Castleark Management
Illinois
$164K 4,000 – –
GAAM
1938
Guinness Atkinson Asset Management
California
$163K 3,510 – –
NCM
1939
Nelson Capital Management
California
$151K 3,247 +380 +13%
SGC
1940
South Georgia Capital
Illinois
$149K 3,215 – –
TIM
1941
Tortoise Investment Management
New York
$146K 3,142 – –
FA
1942
Friess Associates
Delaware
$142K 3,060 – –
SFPIA
1943
Stevens First Principles Investment Advisors
California
$142K 3,057 +1,098 +56%
CCS
1944
Crosspoint Capital Strategies
California
$137K 2,965 +65 +2%
AFIA
1945
America First Investment Advisors
Nebraska
$134K 2,884 – –
CWM
1946
Cranbrook Wealth Management
Michigan
$130K 2,796 -937 -25%
VCM
1947
Vigilant Capital Management
Maine
$125K 2,692 +1,350 +101%
PFO
1948
Pathstone Family Office
New Jersey
$123K 2,658 +2,658 New
FMA
1949
FNY Managed Accounts
New York
$116K 2,500 +2,500 New
FA
1950
Financial Advantage
Maryland
$111K 2,402 +800 +50%
76 77
78
79 80