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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
MOACM
401
Mutual of America Capital Management
New York
$42.3M +$7.5K +167 +0%
Janney Montgomery Scott
402
Janney Montgomery Scott
Pennsylvania
$42.1M +$1.16M +25,770 +3%
B
403
BP
United Kingdom
$42M
STMM
404
South Texas Money Management
Texas
$41.7M +$201K +4,475 +0.5%
SC
405
Saturna Capital
Washington
$41.6M +$9.25K +206 +0%
WIM
406
Waverton Investment Management
United Kingdom
$41.5M -$9.53M -212,298 -18%
CFC
407
Cincinnati Financial Corp
Ohio
$40.9M
ZIM
408
Zacks Investment Management
Illinois
$40.9M -$1.4M -31,241 -3%
NMERB
409
New Mexico Educational Retirement Board
New Mexico
$40.3M +$2.41M +53,700 +6%
CCM
410
Coldstream Capital Management
Washington
$40.2M +$466K +10,380 +1%
BCM
411
Bridgeway Capital Management
Texas
$40M -$2.16M -48,150 -5%
CC
412
Curian Capital
Colorado
$39.9M -$20.2M -449,514 -33%
Daiwa Securities Group
413
Daiwa Securities Group
Japan
$39.7M +$5.96M +132,800 +17%
RI
414
RWWM Inc
California
$39.6M +$430K +9,572 +1%
HTC
415
Haverford Trust Company
Pennsylvania
$39.5M +$1.15M +25,595 +3%
UIM
416
USS Investment Management
United Kingdom
$39.2M -$66.6M -1,483,000 -63%
Federated Hermes
417
Federated Hermes
Pennsylvania
$39.2M -$15.5M -346,059 -28%
BC
418
Bartlett & Co
Ohio
$39.1M +$162K +3,601 +0.4%
JIM
419
Jupiter Investment Management
United Kingdom
$39.1M +$1M +22,303 +3%
SFM
420
Stack Financial Management
Montana
$39.1M -$300K -6,674 -0.8%
BA
421
Boston Advisors
Massachusetts
$39M -$66.8K -1,488 -0.2%
FT
422
Fiduciary Trust
Massachusetts
$38.6M +$1.12M +24,943 +3%
WAM
423
World Asset Management
Michigan
$38.5M +$122K +2,711 +0.3%
MIH
424
Madison Investment Holdings
Wisconsin
$38.4M +$1.04M +23,124 +3%
SCM
425
SKBA Capital Management
California
$38.3M -$341K -7,600 -0.9%

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.