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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 %
CM
2001
Churchill Management
California
$215K +$215K +4,848 New
CA
2002
Cortland Associates
Missouri
$213K – – –
CIC
2003
Chilton Investment Company
Connecticut
$213K +$213K +4,815 New
USGIU
2004
U.S. Global Investors (USGI)
Texas
$212K – – –
ESBC
2005
E.S. Barr & Co
Kentucky
$211K -$26.6K -602 -11%
CCM
2006
Canal Capital Management
Virginia
$210K -$1.09M -24,644 -84%
LWA
2007
Lenox Wealth Advisors
New York
$210K +$156K +3,538 +291%
AEPG
2008
American Economic Planning Group
New Jersey
$208K +$208K +4,707 New
CCM
2009
Condor Capital Management
New Jersey
$205K +$3.1K +70 +2%
MP
2010
Manifold Partners
California
$204K -$646K -14,590 -76%
KP
2011
Keel Point
Alabama
$204K +$8.85K +200 +5%
SAM
2012
Selway Asset Management
$204K +$204K +4,600 New
TSU
2013
TD Securities (USA)
New York
$202K -$145M -3,271,669 -100%
KIA
2014
King Investment Advisors
Texas
$202K -$1.01M -22,587 -83%
ECM
2015
Exchange Capital Management
Michigan
$200K +$200K +4,508 New
KF
2016
Krilogy Financial
Missouri
$183K +$183K +4,143 New
BCA
2017
Bray Capital Advisors
Florida
$181K +$37.5K +844 +26%
CM
2018
Castleark Management
Illinois
$177K – – –
VNA
2019
Valley National Advisers
Pennsylvania
$176K +$89 +2 +0.1%
BBPWM
2020
Blue Bell Private Wealth Management
Pennsylvania
$171K -$8.83K -200 -5%
CFG
2021
CKW Financial Group
Hawaii
$165K -$101K -2,267 -38%
NCM
2022
Nelson Capital Management
California
$165K – – –
PAM
2023
PT Asset Management
Illinois
$164K +$164K +3,700 New
FMP
2024
Financial Management Professionals
Texas
$159K – – –
HSA
2025
Hussman Strategic Advisors
Maryland
$155K – – –
79 80
81
82 83