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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
Mitsubishi UFJ Asset Management
351
Mitsubishi UFJ Asset Management
Japan
$53.8M +$8.65M +192,546 +19%
CI Investments Inc
352
CI Investments Inc
Ontario, Canada
$53.7M +$20.6M +457,723 +61%
ZIG
353
Zurich Insurance Group
Switzerland
$53.7M +$54.5M +1,213,278 New
SCM
354
Shapiro Capital Management
Georgia
$53.6M -$169K -3,757 -0.3%
HCM
355
Holland Capital Management
Illinois
$53.5M -$3.58M -79,742 -6%
SAM
356
Sawgrass Asset Management
Florida
$53.4M +$9.42M +209,865 +21%
RJFSA
357
Raymond James Financial Services Advisors
Florida
$53.3M +$44.6M +994,052 +472%
CIM
358
Confluence Investment Management
Missouri
$52.9M +$1.71M +38,007 +3%
SCP
359
Seizert Capital Partners
Michigan
$52.5M -$4.14M -92,145 -7%
Los Angeles Capital Management
360
Los Angeles Capital Management
California
$52.2M -$1.08M -24,123 -2%
TU
361
TDAM USA
Ontario, Canada
$52.1M -$8.22M -183,089 -13%
FQ
362
First Quadrant
California
$52M +$4.37M +97,365 +9%
LCS
363
Levin Capital Strategies
New York
$51.6M -$511K -11,390 -1%
QI
364
QV Investors
Alberta, Canada
$51.5M +$1.22M +27,200 +2%
Commonwealth Equity Services
365
Commonwealth Equity Services
Massachusetts
$50.5M +$5.12M +113,924 +11%
RCM
366
Riverhead Capital Management
Delaware
$50.3M -$6.42M -143,034 -11%
AIA
367
Avalon Investment & Advisory
Texas
$48.6M +$1.55M +34,531 +3%
CC
368
Cannell & Co
New York
$48.1M +$21.9M +488,462 +82%
HPC
369
HM Payson & Co
Maine
$47.8M +$595K +13,242 +1%
CEP
370
Chicago Equity Partners
Illinois
$47.7M -$450K -10,030 -0.9%
LPL Financial
371
LPL Financial
California
$47.4M -$879K -19,573 -2%
GL
372
GLG LLC
New York
$47.3M -$9.09M -202,379 -16%
VIM
373
Veritas Investment Management
United Kingdom
$47.2M +$525K +11,695 +1%
MA
374
MUFG Americas
New York
$47M +$907K +20,194 +2%
SIM
375
Stelliam Investment Management
New York
$46.9M +$47.6M +1,060,000 New

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.