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Microsoft

2,267 hedge funds and large institutions have $322B invested in Microsoft in 2016 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 868 increasing their positions, 1,104 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,267
Holders Change
+7
Holders Change %
+0.31%
% of All Funds
60.58%
Holding in Top 10
844
Holding in Top 10 Change
+114
Holding in Top 10 Change %
+15.62%
% of All Funds
22.55%
New
95
Increased
868
Reduced
1,104
Closed
64
Calls
$3.73B
Puts
$3.45B
Net Calls
+$282M
Net Calls Change
-$221M
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
2001
Traynor Capital Management
Pennsylvania
$505K -$53.7K -934 -10%
FUBT
2002
First United Bank & Trust
Maryland
$504K +$47.2K +820 +10%
WA
2003
Waverly Advisors
Alabama
$503K +$49.2K +855 +11%
NFC
2004
Northeast Financial Consultants
Connecticut
$501K
DWM
2005
Destination Wealth Management
California
$500K +$157K +2,730 +46%
NCM
2006
Noesis Capital Mangement
Florida
$493K +$28.3K +491 +6%
GWI
2007
Grace & White Inc
New York
$489K
MBA
2008
McQueen Ball & Associates
Pennsylvania
$486K
NAM
2009
Nichols Asset Management
Massachusetts
$484K
IOOF
2010
Independent Order of Foresters
Ontario, Canada
$481K
PSC
2011
Prentiss Smith & Co
Vermont
$479K
ARM
2012
Adirondack Research & Management
New York
$478K
HFS
2013
Haverford Financial Services
Pennsylvania
$477K -$4.43K -77 -0.9%
SCM
2014
Southport Capital Management
Tennessee
$476K -$33.9K -589 -7%
VIA
2015
Vantage Investment Advisors
Pennsylvania
$475K -$172K -2,985 -27%
KP
2016
Keel Point
Alabama
$474K +$80.2K +1,393 +20%
HI
2017
Hudock Inc
Pennsylvania
$473K -$99K -1,719 -17%
PCMM
2018
Private Capital Management (Minnesota)
Minnesota
$469K -$51.8K -900 -10%
FRM
2019
Fox Run Management
Connecticut
$467K +$467K +8,100 New
TIM
2020
Tortoise Investment Management
New York
$464K -$21.3K -370 -4%
CCC
2021
Chelsea Counsel Company
California
$464K +$2.59K +45 +0.6%
KIC
2022
Keating Investment Counselors
Florida
$461K
GS
2023
Girard Securities
California
$460K -$42.3K -734 -8%
DA
2024
Dillon & Associates
Michigan
$456K
WCM
2025
Windward Capital Management
California
$455K +$185K +3,218 +69%