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Microsoft
MSFT

Overview Fund Activity

2,147 hedge funds and large institutions have $288B invested in Microsoft in 2014 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 813 increasing their positions, 925 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,147
Holders Change
+150
Holders Change %
+7.51%
% of All Funds
57.3%
Holding in Top 10
705
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-1.67%
% of All Funds
18.82%
New
226
Increased
813
Reduced
925
Closed
56
Calls
$2.29B
Puts
$3.45B
Net Calls
-$1.17B
Net Calls Change
-$983M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$19.9B
2
State Street
State Street
Massachusetts
$16.2B
3
Coatue Management
Coatue Management
New York
$568M
4
BFA
BlackRock Fund Advisors
California
$4.89B
5
WRF
Waddell & Reed Financial
Kansas
$1.55B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.2B
2
LPC
Lone Pine Capital
Connecticut
$253M
3
Bank of America
Bank of America
North Carolina
$1.58B
4
Invesco
Invesco
Georgia
$4.92B
5
Allianz Asset Management
Allianz Asset Management
Germany
$1.41B
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
2001
Baldwin Investment Management
Pennsylvania
$302K -$9.29K -200 -3%
IG
2002
Ithaka Group
Virginia
$302K – – –
Verition Fund Management
2003
Verition Fund Management
Connecticut
$297K -$97.6K -2,103 -25%
HF
2004
HRT Financial
New York
$296K +$296K +6,386 New
CRC
2005
Curi RMB Capital
Illinois
$294K -$12.5K -270 -4%
NEPWA
2006
New England Private Wealth Advisors
Massachusetts
$293K +$29.8K +639 +11%
RC
2007
RBF Capital
California
$291K – – –
ZTNA
2008
Zions Trust National Association
Utah
$290K +$37.5K +805 +15%
SFS
2009
Summit Financial Strategies
Ohio
$288K +$288K +6,197 New
GJCM
2010
Grand Jean Capital Management
California
$287K – – –
VNB
2011
Valley National Bancorp
New York
$286K -$218K -4,690 -43%
MPM
2012
Meritage Portfolio Management
Kansas
$286K – – –
LWM
2013
Lenox Wealth Management
Ohio
$285K -$835 -18 -0.3%
CG
2014
Corundum Group
Colorado
$284K – – –
ZAM
2015
Zevin Asset Management
Massachusetts
$284K +$12K +259 +4%
BIM
2016
Bridgecreek Investment Management
Oklahoma
$282K +$46.4K +1,000 +20%
SA
2017
SRH Advisors
Kansas
$281K – – –
CFA
2018
Cahill Financial Advisors
Minnesota
$281K +$279 +6 +0.1%
MA
2019
MCF Advisors
Kentucky
$279K -$67.5K -1,452 -19%
PGCM
2020
Prescott Group Capital Management
Oklahoma
$279K – – –
NA
2021
Nottingham Advisors
New York
$277K +$14.1K +303 +5%
KTC
2022
Kistler-Tiffany Companies
Pennsylvania
$276K +$46 +1 +0%
TI
2023
Telemetry Investments
New York
$276K +$276K +5,948 New
AC
2024
Addison Capital
Pennsylvania
$273K +$273K +5,871 New
FNBOMD
2025
First National Bank of Mount Dora
Florida
$272K -$11.9K -257 -4%
79 80
81
82 83