We are live on ! Find out more
MSFT icon

Microsoft

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
BTW
301
Boston Trust Walden
Massachusetts
$74.2M -$304K -6,766 -0.4%
HI
302
Honeywell International
North Carolina
$74.1M -$2.52M -56,200 -3%
BAMF
303
BI Asset Management Fondsmaeglerselskab
Denmark
$73.6M +$135K +3,000 +0.2%
CM
304
CS McKee
Pennsylvania
$73.3M -$3.29M -73,288 -4%
William Blair & Company
305
William Blair & Company
Illinois
$73.2M +$7.28M +162,090 +11%
KBC Group
306
KBC Group
Belgium
$73.2M -$18.3M -406,923 -20%
OPERF
307
Oregon Public Employees Retirement Fund
Oregon
$73.1M +$592K +13,185 +0.8%
Luther King Capital Management (LKCM)
308
Luther King Capital Management (LKCM)
Texas
$73M -$143K -3,183 -0.2%
CB
309
Commerce Bank
Missouri
$72.8M +$1.27M +28,183 +2%
ASC
310
Atalanta Sosnoff Capital
New York
$71.7M +$33.6M +748,512 +86%
TGA
311
Trilogy Global Advisors
Florida
$71.5M -$54M -1,202,247 -43%
JWBC
312
John W. Bristol & Co
New York
$71.3M -$11.2M -248,835 -13%
SA
313
Smithwood Advisers
California
$70.8M -$18M -400,000 -20%
CAM
314
ClariVest Asset Management
California
$70M +$2.92M +65,080 +4%
Fayez Sarofim & Co
315
Fayez Sarofim & Co
Texas
$69.9M +$62.8M +1,397,546 +785%
NB
316
Norinchukin Bank
Japan
$69.2M -$208K -4,636 -0.3%
SEI Investments
317
SEI Investments
Pennsylvania
$69M -$1.53M -34,079 -2%
SAM
318
Silvercrest Asset Management
New York
$66.4M -$7.43M -165,452 -10%
FAF
319
Fjarde Ap-fonden
Sweden
$66.2M -$5.35M -119,247 -7%
HP
320
Holowesko Partners
Bahamas
$66.2M -$8.53M -190,000 -11%
TRSOTSOK
321
Teachers Retirement System of the State of Kentucky
Kentucky
$66.2M +$4.01M +89,289 +6%
WHG
322
Westwood Holdings Group
Texas
$65.5M +$2.14M +47,574 +3%
URS
323
Utah Retirement Systems
Utah
$64.1M +$373K +8,300 +0.6%
AC
324
Ascend Capital
California
$64M -$2.21M -49,220 -3%
CI
325
Cincinnati Insurance
Ohio
$63.1M

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.