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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
HHAA
376
Henry H. Armstrong Associates
Pennsylvania
$46.9M +$3.89M +86,518 +9%
PI
377
PineBridge Investments
New York
$46.4M +$15.4M +342,635 +49%
PFC
378
Poplar Forest Capital
California
$46M -$2.72M -60,524 -6%
BTS
379
BB&T Securities
Virginia
$45.9M +$2.02M +44,883 +5%
MSA
380
Mason Street Advisors
Wisconsin
$45.8M -$306K -6,823 -0.7%
CAM
381
Capstone Asset Management
Texas
$45.8M +$984K +21,922 +2%
DILH
382
Dai-ichi Life Holdings
Japan
$45.5M +$2.59M +57,722 +6%
PIM
383
Perkins Investment Management
Illinois
$45.4M +$20.3K +451 +0%
RFC
384
Regions Financial Corp
Alabama
$45.1M -$3.36M -74,842 -7%
SG Americas Securities
385
SG Americas Securities
New York
$45.1M +$267M +5,937,436 +171%
SW
386
SVB Wealth
Massachusetts
$44.8M -$3.92M -87,249 -8%
DC
387
Davenport & Co
Virginia
$44.4M +$2.26M +50,239 +5%
HNB
388
Huntington National Bank
Ohio
$44.4M +$91.1K +2,029 +0.2%
GG
389
Gofen & Glossberg
Illinois
$44.2M -$81.4K -1,813 -0.2%
JCM
390
Janney Capital Management
Pennsylvania
$44.1M +$657K +14,635 +1%
TCM
391
Tekne Capital Management
New York
$43.9M +$7.61M +169,400 +21%
RP
392
Riverbridge Partners
Minnesota
$43.8M +$527K +11,747 +1%
3CP
393
3G Capital Partners
New York
$43.7M +$44.4M +988,034 New
PC
394
PointState Capital
New York
$43.7M +$44.3M +986,900 New
RAM
395
RWC Asset Management
United Kingdom
$43.5M -$1.01M -22,530 -2%
FWCM
396
Ferguson Wellman Capital Management
Oregon
$43.3M +$20.3M +452,338 +86%
Truist Financial
397
Truist Financial
North Carolina
$43.3M +$10.3M +230,266 +31%
MNA
398
Manning & Napier Advisors
New York
$43.1M -$2.05M -45,639 -4%
WF
399
Welch & Forbes
Massachusetts
$43.1M +$33.4K +743 +0.1%
ICM
400
IronBridge Capital Management
Illinois
$42.7M -$17.2M -383,270 -28%

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.