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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 %
BCA
2001
Bray Capital Advisors
Florida
$221K +$221K +5,435 New
MGAM
2002
McGowan Group Asset Management
Texas
$220K – – –
SCP
2003
Syntal Capital Partners
Texas
$219K +$81 +2 +0%
WCM
2004
Weatherstone Capital Management
Colorado
$218K – – –
FP
2005
Foundry Partners
Minnesota
$215K -$31.7M -780,493 -99%
BL
2006
Balentine LLC
Georgia
$214K +$214K +5,251 New
UFA
2007
US Financial Advisors
Massachusetts
$212K +$15.2K +375 +8%
GI
2008
Glovista Investments
New Jersey
$210K -$3.09M -75,936 -94%
BFA
2009
Beaumont Financial Advisors
Massachusetts
$209K -$99.2K -2,435 -32%
FIMG
2010
Financial & Investment Management Group
Michigan
$208K +$208K +5,113 New
STIA
2011
Stone Toro Investment Advisers
New Jersey
$206K +$206K +5,060 New
MWM
2012
Modera Wealth Management
New Jersey
$203K -$64K -1,580 -24%
PTC
2013
Provident Trust Company
Wisconsin
$203K – – –
AF
2014
Affiance Financial
Minnesota
$202K +$8.76K +215 +5%
MCM
2015
MV Capital Management
Maryland
$201K -$2.24K -55 -1%
AP
2016
Atwood & Palmer
Missouri
$197K – – –
USGIU
2017
U.S. Global Investors (USGI)
Texas
$195K – – –
LWA
2018
Lenox Wealth Advisors
New York
$188K +$652 +16 +0.3%
BBPWM
2019
Blue Bell Private Wealth Management
Pennsylvania
$177K -$25.3K -624 -12%
VNA
2020
Valley National Advisers
Pennsylvania
$176K +$27.1K +666 +18%
NCM
2021
Nelson Capital Management
California
$169K – – –
TFO
2022
Tarbox Family Office
California
$165K -$2.15K -53 -1%
CM
2023
Castleark Management
Illinois
$163K – – –
TAM
2024
Troy Asset Management
United Kingdom
$162K -$10.2K -250,000 -6%
CPIG
2025
Chicago Partners Investment Group
Illinois
$144K -$9.5K -204 -6%
79 80
81
82 83