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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 %
UF
1976
Univest Financial
Pennsylvania
$252K +$10.2K +231 +4%
GAM
1977
Gould Asset Management
California
$250K +$3.54K +80 +1%
ED
1978
Exane Derivatives
France
$249K -$1.22M -27,633 -83%
LWM
1979
Lenox Wealth Management
Ohio
$249K +$5K +113 +2%
CL
1980
CIM LLC
New York
$246K -$12.6K -285 -5%
KL
1981
Kinsight LLC
Alabama
$240K – – –
NPPM
1982
North Point Portfolio Managers
Ohio
$240K – – –
HP
1983
HT Partners
Connecticut
$239K – – –
CFA
1984
Cahill Financial Advisors
Minnesota
$238K -$28.6K -644 -11%
SHWM
1985
Smith & Howard Wealth Management
Georgia
$238K – – –
FNBOMD
1986
First National Bank of Mount Dora
Florida
$236K +$3.32K +75 +1%
WCM
1987
Weatherstone Capital Management
Colorado
$235K – – –
FP
1988
Foundry Partners
Minnesota
$235K – – –
SCP
1989
Syntal Capital Partners
Texas
$234K -$6.01K -136 -3%
TGI
1990
Tradewinds Global Investors
California
$233K -$24.2K -546 -9%
MGAM
1991
McGowan Group Asset Management
Texas
$233K – – –
AAM
1992
Autus Asset Management
Arizona
$232K +$9.57K +216 +4%
UFA
1993
US Financial Advisors
Massachusetts
$227K +$32.1K +727 +16%
SS
1994
Sunbelt Securities
Texas
$226K +$226K +5,096 New
NEPWA
1995
New England Private Wealth Advisors
Massachusetts
$225K -$4.14K -94 -2%
FAG
1996
Financial Advisory Group
Texas
$222K – – –
PTC
1997
Provident Trust Company
Wisconsin
$221K – – –
AF
1998
Affiance Financial
Minnesota
$220K +$310 +7 +0.1%
MCM
1999
MV Capital Management
Maryland
$218K – – –
WRM
2000
Weybosset Research & Management
Rhode Island
$217K – – –
78 79
80
81 82