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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 %
HF
2026
Hoxton Financial
West Virginia
$154K +$33.3K +750 +28%
KCM
2027
Karp Capital Management
California
$154K +$91.6K +2,068 +147%
CPIG
2028
Chicago Partners Investment Group
Illinois
$153K +$710 +16 +0.5%
SGC
2029
South Georgia Capital
Illinois
$151K -$809K -18,300 -84%
Nuveen Asset Management
2030
Nuveen Asset Management
Illinois
$148K -$7.3K -164,999 -5%
LWA
2031
Lowe Wealth Advisors
Maryland
$140K -$4.39K -99 -3%
FA
2032
Friess Associates
Delaware
$135K – – –
ACS
2033
Archford Capital Strategies
Illinois
$123K – – –
AFIA
2034
America First Investment Advisors
Nebraska
$118K – – –
RAM
2035
Riggs Asset Management
Pennsylvania
$116K +$5.03K +114 +5%
CWM
2036
Cranbrook Wealth Management
Michigan
$115K – – –
VIA
2037
Vident Investment Advisory
Georgia
$110K -$863K -19,490 -89%
WA
2038
Waverly Advisors
Alabama
$105K – – –
HCM
2039
Horrell Capital Management
Arkansas
$102K – – –
CFN
2040
Cordasco Financial Network
Florida
$102K – – –
RPG
2041
Risk Paradigm Group
Texas
$96.9K +$36.3K +821 +60%
KAS
2042
Kemnay Advisory Services
New York
$93K – – –
HCP
2043
Holt Capital Partners
Texas
$92K – – –
SI
2044
Sentry Investments
Ontario, Canada
$91.1K +$336 +7,600 +0.4%
EDRPMB
2045
Edmond de Rothschild Private Merchant Banking
United Kingdom
$91K +$91K +2,058 New
EMA
2046
Efficient Market Advisors
California
$90K +$1.55K +35 +2%
SFPIA
2047
Stevens First Principles Investment Advisors
California
$82K -$574 -13 -0.7%
LFR
2048
Lehman Financial Resources
Pennsylvania
$79K -$21.9K -500 -22%
GXMC
2049
Global X Management Company
New York
$74K -$7.43K -169 -9%
SFFS
2050
Stonehage Fleming Financial Services
Jersey
$72K -$81.7K -1,850 -53%
80 81
82
83 84