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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 %
AWM
2051
AllSquare Wealth Management
New York
$72K +$44 +1 +0.1%
FA
2052
Financial Advantage
Maryland
$71K – – –
CP
2053
Corbenic Partners
Pennsylvania
$68K +$17.8K +401 +36%
AWS
2054
Aris Wealth Services
Pennsylvania
$64K -$274K -6,222 -81%
FCT
2055
Family Capital Trust
Massachusetts
$63K +$63K +1,415 New
AIC
2056
Ayalon Insurance Company
Israel
$60K – – –
RA
2057
Rational Advisors
New York
$60K – – –
MDCM
2058
Morgan Dempsey Capital Management
Wisconsin
$56K +$9.67K +218 +21%
RBC
2059
Roble Belko & Company
Pennsylvania
$55K -$9.58K -215 -15%
JIR
2060
James Investment Research
Ohio
$55K – – –
SAM
2061
Solaris Asset Management
New York
$53K – – –
SMG
2062
Spectrum Management Group
Indiana
$46K +$37.2K +850 +425%
AA
2063
AlphaMark Advisors
Kentucky
$45K – – –
CWM
2064
Catamount Wealth Management
Connecticut
$44K – – –
IF
2065
Ironwood Financial
Arizona
$38K +$6.07K +139 +19%
LYV
2066
Live Your Vision
Pennsylvania
$37K +$37K +831 New
PFG
2067
Piershale Financial Group
Illinois
$34K -$79.9K -1,798 -70%
TIM
2068
Thornburg Investment Management
New Mexico
$29K -$62.9M -1,409,700 -100%
CGH
2069
Cleary Gull Holdings
Wisconsin
$28K +$28K +625 New
AAM
2070
American Asset Management
Florida
$27K +$27K +600 New
IMS
2071
Index Management Solutions
Pennsylvania
$26K -$1.05M -23,670 -98%
WCM
2072
Wealthcare Capital Management
Virginia
$25K -$8.07K -184 -24%
WAS
2073
Winch Advisory Services
Wisconsin
$23K +$45 +1 +0.2%
SAC
2074
Smith Affiliated Capital
New York
$22.1K -$22.1K – –
AA
2075
Apriem Advisors
California
$19K -$29.4K -681 -61%
81 82
83
84 85