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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 %
GAM
1926
Gemmer Asset Management
California
$307K +$15.7K +387 +5%
B
1927
Bellecapital
Switzerland
$305K – – –
PCM
1928
Palisade Capital Management
New Jersey
$303K +$32.5K +800 +12%
AA
1929
Alesco Advisors
New York
$302K +$18.3K +450 +6%
WRM
1930
Weybosset Research & Management
Rhode Island
$301K – – –
RIG
1931
Renaissance Investment Group
Massachusetts
$300K -$12.2K -300 -4%
DA
1932
Dunvegan Associates
California
$300K – – –
CCG
1933
Chatham Capital Group
Georgia
$300K +$92.6K +2,275 +45%
BWA
1934
Burt Wealth Advisors
Maryland
$299K +$41 +1 +0%
W
1935
Wealthquest
Ohio
$298K +$5.12K +126 +2%
FI
1936
FCM Investments
Texas
$297K – – –
HF
1937
HRT Financial
New York
$295K +$36.1K +891 +14%
SHJ
1938
Sharkey, Howes & Javer
Colorado
$295K +$295K +7,244 New
DGI
1939
Disciplined Growth Investors
Minnesota
$294K +$294K +7,225 New
ST
1940
Spot Trading
Illinois
$293K -$16.5M -405,931 -98%
CP
1941
Coho Partners
Pennsylvania
$293K – – –
RHBC
1942
R.H. Bluestein & Co
Michigan
$291K -$22.3K -548 -7%
OAM
1943
Oberweis Asset Management
Illinois
$291K – – –
AWS
1944
Aris Wealth Services
Pennsylvania
$291K +$20.4K +500 +8%
BB
1945
Bell Bank
North Dakota
$290K +$19.1K +470 +7%
PFA
1946
Paradigm Financial Advisors
Missouri
$289K -$169K -4,173 -37%
HI
1947
Hudock Inc
Pennsylvania
$286K -$506K -12,435 -64%
AW
1948
Alpha Windward
Massachusetts
$282K -$4.72K -116 -2%
PAS
1949
Professional Advisory Services
Florida
$282K – – –
HFS
1950
Haverford Financial Services
Pennsylvania
$281K +$281K +6,908 New
76 77
78
79 80