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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
ERSOT
276
Employees Retirement System of Texas
Texas
$84.7M
CNB
277
City National Bank
California
$84.2M +$47.2M +1,052,018 +124%
First Trust Advisors
278
First Trust Advisors
Illinois
$83.5M -$17.2M -383,063 -17%
KCM
279
Kornitzer Capital Management
Kansas
$83.2M +$825K +18,382 +1%
SAM
280
Sentinel Asset Management
Vermont
$82.2M -$310K -6,900 -0.4%
RIM
281
RS Investment Management
California
$81.4M -$15M -334,902 -15%
EIM
282
ExxonMobil Investment Management
Texas
$81.3M +$1.8M +40,149 +2%
NIMC
283
NWQ Investment Management Company
California
$81.1M -$10.1M -224,270 -11%
TAM
284
Tocqueville Asset Management
New York
$81M -$6.17M -137,359 -7%
CBOA
285
Commonwealth Bank of Australia
Australia
$80M +$23.2M +516,651 +40%
DCM
286
Dorsal Capital Management
California
$79.7M -$2.25M -50,000 -3%
Nomura Asset Management
287
Nomura Asset Management
Japan
$79.2M +$1.8K +40 +0%
GA
288
Geneva Advisors
Illinois
$78.5M -$2.44M -54,254 -3%
Zurich Cantonal Bank
289
Zurich Cantonal Bank
Switzerland
$78.2M +$1.73M +38,599 +2%
Fiera Capital (Canada)
290
Fiera Capital (Canada)
Quebec, Canada
$78.2M -$669K -14,891 -0.8%
CIBC Asset Management
291
CIBC Asset Management
Ontario, Canada
$78M -$581K -12,936 -0.7%
JMPWA
292
JP Morgan Private Wealth Advisors
California
$78M -$2.4M -53,499 -3%
Two Sigma Advisers
293
Two Sigma Advisers
New York
$77.3M +$61M +1,359,284 +351%
WBC
294
Westpac Banking Corp
Australia
$76.9M -$2.17M -48,261 -3%
FFA
295
First Foundation Advisors
California
$76.2M -$295K -6,575 -0.4%
KP
296
Kiltearn Partners
United Kingdom
$75.3M -$11.2M -250,400 -13%
FWIA
297
Fort Washington Investment Advisors
Ohio
$75.1M -$7.62M -169,584 -9%
SAM
298
Shell Asset Management
Netherlands
$74.9M +$1.58M +35,210 +2%
CIC
299
Crawford Investment Counsel
Georgia
$74.7M -$5.13M -114,139 -6%
IVA
300
International Value Advisers
$74.6M -$96.6K -2,151 -0.1%

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.