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Microsoft

2,147 hedge funds and large institutions have $288B invested in Microsoft in 2014 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 813 increasing their positions, 925 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,147
Holders Change
+150
Holders Change %
+7.51%
% of All Funds
57.3%
Holding in Top 10
705
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-1.67%
% of All Funds
18.82%
New
226
Increased
813
Reduced
925
Closed
56
Calls
$2.29B
Puts
$3.45B
Net Calls
-$1.17B
Net Calls Change
-$983M
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
2026
TD Capital Management
Tennessee
$270K
KCP
2027
KDI Capital Partners
North Carolina
$269K +$167K +3,600 +164%
DWM
2028
Dakota Wealth Management
Florida
$269K +$269K +5,785 New
TSBJ
2029
Trevor, Stewart, Burton & Jacobsen
New York
$268K -$17.6M -170,385 -98%
CL
2030
CFS LLC
Oklahoma
$268K +$222K +4,779 +478%
CFG
2031
CKW Financial Group
Hawaii
$267K -$4.88K -105 -2%
TFCP
2032
Twin Focus Capital Partners
Massachusetts
$265K +$417 +9 +0.2%
ESBC
2033
E.S. Barr & Co
Kentucky
$260K -$15.5K -333 -6%
NPPM
2034
North Point Portfolio Managers
Ohio
$257K
PRCM
2035
Pine River Capital Management
Minnesota
$252K -$487K -10,478 -66%
ECM
2036
Ensemble Capital Management
California
$251K +$5.77K +124 +2%
MGAM
2037
McGowan Group Asset Management
Texas
$251K +$251K +5,401 New
SCP
2038
Syntal Capital Partners
Texas
$250K -$107K -2,312 -30%
WCM
2039
Weatherstone Capital Management
Colorado
$250K
TIM
2040
Tortoise Investment Management
New York
$250K +$104K +2,242 +71%
VIA
2041
Vantage Investment Advisors
Pennsylvania
$245K +$4.18K +90 +2%
KL
2042
KWMG LLC
Kansas
$241K +$241K +5,695 New
EWA
2043
Exencial Wealth Advisors
Oklahoma
$240K -$28.9K -613 -11%
BC
2044
Banced Corp
Illinois
$240K
CCG
2045
Chatham Capital Group
Georgia
$237K
GAM
2046
Gould Asset Management
California
$236K -$13.2K -285 -5%
TA
2047
TBP Advisors
New York
$235K
BBPWM
2048
Blue Bell Private Wealth Management
Pennsylvania
$232K -$8.82K -190 -4%
PTC
2049
Provident Trust Company
Wisconsin
$232K
DI
2050
Dalton Investments
Nevada
$232K