MSFT icon

Microsoft
MSFT

Overview Fund Activity

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

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$19.9B
2
State Street
State Street
Massachusetts
$16.2B
3
Coatue Management
Coatue Management
New York
$568M
4
BFA
BlackRock Fund Advisors
California
$4.89B
5
WRF
Waddell & Reed Financial
Kansas
$1.55B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.2B
2
LPC
Lone Pine Capital
Connecticut
$253M
3
Bank of America
Bank of America
North Carolina
$1.58B
4
Invesco
Invesco
Georgia
$4.92B
5
Allianz Asset Management
Allianz Asset Management
Germany
$1.41B
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
2051
MV Capital Management
Maryland
$232K +$232K +4,997 New
ST
2052
Sentinel Trust
Texas
$230K -$4.26M -91,825 -95%
EA
2053
Elm Advisors
California
$227K -$13.9K -300 -6%
AP
2054
Atwood & Palmer
Missouri
$226K +$6.98K +150 +3%
UFA
2055
US Financial Advisors
Massachusetts
$225K +$225K +4,845 New
CA
2056
Cortland Associates
Missouri
$223K – – –
USGIU
2057
U.S. Global Investors (USGI)
Texas
$223K +$223K +4,800 New
AF
2058
Affiance Financial
Minnesota
$220K +$220K +4,744 New
DAS
2059
Dynamic Advisor Solutions
Arizona
$219K +$1.54K +33 +0.7%
CW
2060
Cabot-Wellington
Massachusetts
$216K -$23.7K -510 -10%
MMLI
2061
Massachusetts Mutual Life Insurance
Massachusetts
$215K +$3.72K +80 +2%
NA
2062
NSB Advisors
New York
$214K -$23.3K -500 -10%
LWA
2063
Lenox Wealth Advisors
New York
$214K +$7.12K +153 +3%
CCM
2064
Condor Capital Management
New Jersey
$211K +$371 +8 +0.2%
FAG
2065
Financial Advisory Group
Texas
$211K +$1.02K +22 +0.5%
HC
2066
Hourglass Capital
Texas
$209K – – –
Sands Capital Management
2067
Sands Capital Management
Virginia
$204K – – –
MSR
2068
Main Street Research
Connecticut
$203K +$203K +4,360 New
TSS
2069
Two Sigma Securities
New York
$202K +$202K +4,343 New
BCM
2070
BlueCrest Capital Management
Jersey
$202K +$202K +4,343 New
Squarepoint
2071
Squarepoint
New York
$200K +$200K +4,300 New
NCM
2072
Nelson Capital Management
California
$193K +$41.9K +900 +28%
TFO
2073
Tarbox Family Office
California
$191K +$1.76K +38 +0.9%
SFPIA
2074
Stevens First Principles Investment Advisors
California
$189K +$47K +1,013 +33%
TDC
2075
Thompson Davis & Co
Virginia
$186K -$33.3K -716 -15%
81 82
83
84 85