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Microsoft

2,095 hedge funds and large institutions have $255B invested in Microsoft in 2015 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 756 increasing their positions, 1,048 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,095
Holders Change
+1
Holders Change %
+0.05%
% of All Funds
56.5%
Holding in Top 10
585
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+7.54%
% of All Funds
15.78%
New
89
Increased
756
Reduced
1,048
Closed
68
Calls
$2.95B
Puts
$2.9B
Net Calls
+$46.9M
Net Calls Change
+$233M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
2001
Cortland Associates
Missouri
$212K +$212K +4,810 New
NG
2002
Northstar Group
New York
$208K +$208K +4,722 New
BL
2003
Balentine LLC
Georgia
$206K -$25.4K -576 -11%
EA
2004
Elm Advisors
California
$205K +$205K +4,640 New
KP
2005
Keel Point
Alabama
$203K +$203K +4,411 New
CCM
2006
Condor Capital Management
New Jersey
$202K +$202K +4,567 New
UFA
2007
US Financial Advisors
Massachusetts
$195K -$35.8K -809 -15%
Point72 Asset Management
2008
Point72 Asset Management
Connecticut
$185K +$185K +4,200 New
BBPWM
2009
Blue Bell Private Wealth Management
Pennsylvania
$180K -$13.3K -300 -7%
CM
2010
Castleark Management
Illinois
$177K
VNA
2011
Valley National Advisers
Pennsylvania
$175K -$15.8K -357 -8%
NCM
2012
Nelson Capital Management
California
$164K -$18.9K -429 -10%
FMP
2013
Financial Management Professionals
Texas
$157K +$87.6K +2,000 +126%
TFO
2014
Tarbox Family Office
California
$156K -$23.4K -530 -13%
Nuveen Asset Management
2015
Nuveen Asset Management
Illinois
$155K -$14.6K -331,671 -9%
HSA
2016
Hussman Strategic Advisors
Maryland
$155K
SFFS
2017
Stonehage Fleming Financial Services
Jersey
$154K +$81.8K +1,850 +113%
CPIG
2018
Chicago Partners Investment Group
Illinois
$152K +$15.2K +343 +11%
LWA
2019
Lowe Wealth Advisors
Maryland
$144K +$44 +1 +0%
IC
2020
IKOS CIF
Cyprus
$144K +$144K +3,200 New
BCA
2021
Bray Capital Advisors
Florida
$143K -$97.2K -2,200 -40%
GI
2022
Gradient Investments
Minnesota
$137K +$23.8K +541 +21%
FA
2023
Friess Associates
Delaware
$135K
ANBT
2024
American National Bank & Trust
Texas
$132K +$30K +680 +29%
ACS
2025
Archford Capital Strategies
Illinois
$123K -$12.3K -279 -9%