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Microsoft

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
Name Holding Trade Value Shares
Change
Shares
Change %
HJA
2001
Hugh Johnson Advisors
New York
$506K -$10K -180 -2%
PSI
2002
Pinnacle Summer Investments
Virginia
$505K -$1.78M -32,082 -78%
GVT
2003
Genesee Valley Trust
New York
$505K -$41.6K -750 -8%
MLIC
2004
Mandatum Life Insurance Company
Finland
$504K +$504K +580 New
BIM
2005
Baldwin Investment Management
Pennsylvania
$500K +$666 +12 +0.1%
HCMT
2006
Highland Capital Management (Texas)
Texas
$499K -$5.87M -105,833 -92%
CAIMH
2007
Central Asset Investments & Management Holdings
Hong Kong
$499K +$499K +9,000 New
DBG
2008
De Burlo Group
Massachusetts
$498K +$4.99K +90 +1%
RFA
2009
Reilly Financial Advisors
California
$497K -$161K -2,896 -24%
SAMT
2010
Select Asset Management & Trust
Pennsylvania
$492K
KA
2011
Klingman & Associates
New York
$487K +$36.9K +665 +8%
AIM
2012
Arcadia Investment Management
Michigan
$483K -$195K -3,504 -29%
ARM
2013
Adirondack Research & Management
New York
$479K -$2.78K -50 -0.6%
AL
2014
Aspiriant LLC
California
$478K +$125K +2,246 +35%
GWI
2015
Grace & White Inc
New York
$476K -$61.1K -1,100 -11%
RMAM
2016
Raab & Moskowitz Asset Management
New Jersey
$471K +$5.98K +108 +1%
NAM
2017
Nichols Asset Management
Massachusetts
$466K
MBA
2018
McQueen Ball & Associates
Pennsylvania
$466K +$466K +8,404 New
IOOF
2019
Independent Order of Foresters
Ontario, Canada
$463K -$275K -4,970 -37%
PSC
2020
Prentiss Smith & Co
Vermont
$462K -$21.1K -380 -4%
TIM
2021
Tortoise Investment Management
New York
$462K +$54.3K +979 +13%
PIM
2022
Partner Investment Management
California
$456K +$456K +8,223 New
CCC
2023
Chelsea Counsel Company
California
$452K -$182K -3,283 -29%
LBG
2024
Lloyds Banking Group
United Kingdom
$448K -$194K -3,505 -30%
HCM
2025
Hengehold Capital Management
Ohio
$446K -$11.5K -208 -3%