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
LWCFA
326
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$62.9M
SRIM
327
Saratoga Research & Investment Management
California
$62.6M +$1.9M +42,399 +3%
BCM
328
Becker Capital Management
Oregon
$62.4M +$165K +3,667 +0.3%
TCM
329
Tetrem Capital Management
Manitoba, Canada
$62.1M +$1.71M +38,121 +3%
BAPIM
330
British Airways Pensions Investment Management
United Kingdom
$61.9M
DFO
331
Duquesne Family Office
New York
$61.5M -$409K -9,100 -0.7%
EHC
332
Everett Harris & Co
California
$61.3M +$191K +4,250 +0.3%
FAM
333
Foxhaven Asset Management
Virginia
$59.6M +$798K +17,778 +1%
CI
334
Capital International
California
$59.6M +$471K +10,500 +0.8%
GLA
335
Great Lakes Advisors
Illinois
$58.7M +$4.87M +108,358 +9%
DCM
336
Dupont Capital Management
Delaware
$58.3M -$10.8M -239,723 -15%
DCLA
337
Douglas C. Lane & Associates
New York
$58.1M +$522K +11,627 +0.9%
MAMU
338
Marathon Asset Management (UK)
United Kingdom
$57.9M +$312K +6,941 +0.5%
Natixis Advisors
339
Natixis Advisors
Massachusetts
$57.7M +$6.24M +138,975 +12%
MAM
340
Martingale Asset Management
Massachusetts
$57.7M +$1.82M +40,455 +3%
CAM
341
Congress Asset Management
Massachusetts
$57.5M +$13.1M +291,029 +29%
CGI
342
Comgest Global Investors
France
$56.4M -$5.1M -113,668 -8%
DL
343
Delta Lloyd
Netherlands
$55.7M +$5.92M +131,910 +12%
PC
344
Polar Capital
United Kingdom
$55.6M -$8.24M -183,557 -13%
MME
345
Meag Munich Ergo
Germany
$55.3M +$13.4M +297,585 +31%
FIM
346
Foresters Investment Management
New York
$55.1M +$939K +20,900 +2%
AC
347
Avenir Corporation
Virginia
$55M -$97.4K -2,170 -0.2%
WG
348
Winton Group
United Kingdom
$54.6M -$40.4M -899,232 -42%
BFS
349
Bradley Foster & Sargent
Connecticut
$54.4M -$403K -8,964 -0.7%
Asset Management One
350
Asset Management One
Japan
$53.8M -$228K -5,068 -0.4%

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.