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2,090 hedge funds and large institutions have $257B invested in Microsoft in 2015 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 922 increasing their positions, 872 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $3.68B | Put options by funds: $2.87B

16% more funds holding in top 10

Funds holding in top 10: 588684 (+96)

14% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 74

6% more repeat investments, than reductions

Existing positions increased: 922 | Existing positions reduced: 872

1% more capital invested

Capital invested by funds: $255B → $257B (+$1.92B)

0% less funds holding

Funds holding: 2,0982,090 (-8)

Holders
2,090
Holders Change
-8
Holders Change %
-0.38%
% of All Funds
58.35%
Holding in Top 10
684
Holding in Top 10 Change
+96
Holding in Top 10 Change %
+16.33%
% of All Funds
19.1%
New
84
Increased
922
Reduced
872
Closed
74
Calls
$3.68B
Puts
$2.87B
Net Calls
+$810M
Net Calls Change
+$763M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$123M +$3.32M +74,040 +3%
Massachusetts Financial Services
227
Massachusetts Financial Services
Massachusetts
$123M -$28.8M -642,201 -19%
MIP
228
Mondrian Investment Partners
United Kingdom
$123M +$19.2M +427,625 +18%
LCOV
229
London Company of Virginia
Virginia
$123M +$5.47M +121,750 +5%
VFA
230
Virtus Fund Advisers
Connecticut
$122M +$27.4M +610,111 +29%
M&T Bank
231
M&T Bank
New York
$115M +$19.9M +442,882 +21%
H
232
Hexavest
Quebec, Canada
$113M +$3.54M +78,864 +3%
HCM
233
Hoplite Capital Management
New York
$113M +$65.8M +1,466,221 +136%
JFL
234
Jarislowsky, Fraser Ltd
Quebec, Canada
$112M +$4.95M +110,135 +5%
MHI
235
Miller Howard Investments
New York
$112M -$3.89M -86,542 -3%
HighTower Advisors
236
HighTower Advisors
Illinois
$111M +$16.2M +360,808 +17%
Nisa Investment Advisors
237
Nisa Investment Advisors
Missouri
$111M -$2.1M -46,715 -2%
AI
238
Ariel Investments
Illinois
$111M +$8.43M +187,793 +8%
EAM
239
Edge Asset Management
Washington
$110M +$1.94M +43,185 +2%
Baird Financial Group
240
Baird Financial Group
Wisconsin
$110M +$2.45M +54,493 +2%
NC
241
Nicholas Company
Wisconsin
$110M -$388K -8,640 -0.3%
SAS
242
Sarbit Advisory Services
Manitoba, Canada
$108M -$10.3M -230,000 -9%
SCM
243
Steadfast Capital Management
New York
$108M +$7.76M +172,734 +8%
Comerica Bank
244
Comerica Bank
Texas
$106M -$115M -2,566,288 -52%
USSCPF
245
United States Steel & Carnegie Pension Fund
New York
$105M
FMI
246
Factory Mutual Insurance
Massachusetts
$104M
Mackenzie Financial
247
Mackenzie Financial
Ontario, Canada
$103M +$6.54M +145,575 +7%
AACR
248
ACR Alpine Capital Research
Missouri
$102M +$5.56M +123,857 +6%
EP
249
Edinburgh Partners
United Kingdom
$102M -$8.74M -194,583 -8%
TAM
250
Tiverton Asset Management
Delaware
$102M

MSFT Hedge Fund Activity: Q3 2015 in Review

2,090 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q3 2015, worth a combined $257B — up 0.75% from $255B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new MSFT positions and 74 closed out — a net gain of 10 holders — while 922 added to existing stakes and 872 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.57B. The largest seller was Fidelity Investments, cutting an estimated $914M.

  • 2,090 institutional investors held Microsoft (MSFT) as of Q3 2015, down from 2,098 in Q2 2015.
  • Funds reported $257B of Microsoft stock for Q3 2015, up 0.75% quarter-over-quarter.
  • 84 funds opened new Microsoft positions in Q3 2015 and 74 closed out, a net change of +10 holders.
  • The largest Microsoft buyer in Q3 2015 was T. Rowe Price Associates, an estimated $1.57B added.
  • The largest Microsoft seller in Q3 2015 was Fidelity Investments, an estimated $914M sold.

Based on aggregated 13F filings for Q3 2015.