MSFT icon

Microsoft
MSFT

Overview Fund Activity

2,268 hedge funds and large institutions have $321B invested in Microsoft in 2015 Q4 according to their latest regulatory filings, with 257 funds opening new positions, 821 increasing their positions, 1,026 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,268
Holders Change
+181
Holders Change %
+8.67%
% of All Funds
59.56%
Holding in Top 10
911
Holding in Top 10 Change
+230
Holding in Top 10 Change %
+33.77%
% of All Funds
23.92%
New
257
Increased
821
Reduced
1,026
Closed
46
Calls
$5.99B
Puts
$4.34B
Net Calls
+$1.65B
Net Calls Change
+$839M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.43B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.15B
3
Jennison Associates
Jennison Associates
New York
+$993M
4
Bank of America
Bank of America
North Carolina
+$789M
5
Morgan Stanley
Morgan Stanley
New York
+$518M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$1.64B
2
Goldman Sachs
Goldman Sachs
New York
-$1.09B
3
VH
ValueAct Holdings
California
-$1.03B
4
Franklin Resources
Franklin Resources
California
-$880M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$603M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
1976
FAS Wealth Partners
Kansas
$541K -$8.38K -151 -2%
AI
1977
Accredited Investors
Minnesota
$536K -$3.88K -70 -0.7%
SWA
1978
SFMG Wealth Advisors
Texas
$536K +$66.4K +1,196 +14%
LA
1979
Lau Associates
Delaware
$532K +$5.22K +94 +1%
ZCI
1980
Zevenbergen Capital Investments
Washington
$531K -$150K -2,700 -22%
LFA
1981
Landmark Financial Advisors
Kentucky
$530K +$333 +6 +0.1%
LCP
1982
Legacy Capital Partners
Wisconsin
$529K +$175K +3,150 +49%
BKA
1983
Brick & Kyle Associates
Pennsylvania
$528K +$20.8K +375 +4%
FI
1984
FCM Investments
Texas
$527K +$122K +2,200 +30%
RIG
1985
Renaissance Investment Group
Massachusetts
$527K +$145K +2,616 +38%
FHB
1986
First Hawaiian Bank
Hawaii
$525K -$4.66K -84 -0.9%
EI
1987
EDMP Inc
Florida
$525K +$443 +8 +0.1%
HFA
1988
High Falls Advisors
New York
$525K +$525K +9,469 New
WOC
1989
West Oak Capital
California
$525K – – –
FPB
1990
First PREMIER Bank
South Dakota
$523K +$523K +9,426 New
RPA
1991
Rock Point Advisors
Vermont
$521K – – –
CAL
1992
Capital Advisors Ltd
Ohio
$520K – – –
CIC
1993
Cornercap Investment Counsel
Georgia
$518K -$7.77K -140 -1%
VIA
1994
Vantage Investment Advisors
Pennsylvania
$516K +$134K +2,405 +35%
ST
1995
Semper Trust
Pennsylvania
$516K +$516K +9,300 New
CAM
1996
CMT Asset Management
Illinois
$514K +$514K +9,265 New
CPA
1997
Cowen Prime Advisors
New York
$513K – – –
VAS
1998
Valicenti Advisory Services
New York
$513K +$2.27K +41 +0.4%
SI
1999
Scout Investments
Missouri
$513K +$34.7K +626 +7%
SCM
2000
Southport Capital Management
Tennessee
$508K +$2.27K +41 +0.4%
78 79
80
81 82