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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
QI
426
QS Investors
New York
$38.2M -$1.23M -27,363 -3%
LS
427
Livforsakringsbolaget Skandia
Sweden
$38.1M
EWM
428
Evercore Wealth Management
New York
$37.9M +$3.25M +72,386 +9%
DADC
429
D.A. Davidson & Co
Montana
$37.8M +$1.62M +36,127 +4%
CBCM
430
Cook & Bynum Capital Management
Alabama
$37.7M
AIM
431
abrdn Investment Management
United Kingdom
$37.6M -$494K -11,007 -1%
HEIP
432
Hudson Edge Investment Partners
New Jersey
$37.5M -$5.3M -118,062 -12%
SL
433
Summitry LLC
California
$37.4M +$584K +13,006 +2%
GF
434
Gabelli Funds
New York
$37.3M +$1.7M +37,900 +5%
HCM
435
Huber Capital Management
California
$37.2M -$7.5M -167,050 -17%
MHC
436
Meyer Handelman Company
New York
$37.2M -$204K -4,532 -0.5%
ADEF
437
Adams Diversified Equity Fund
Maryland
$37M +$9.79M +218,000 +35%
WA
438
Wasatch Advisors
Utah
$36.9M -$8.74M -194,705 -19%
IAM
439
Impax Asset Management
New Hampshire
$35.8M +$5.02M +111,847 +16%
JCAM
440
Jericho Capital Asset Management
New York
$35.5M +$36M +802,659 New
LSV Asset Management
441
LSV Asset Management
Illinois
$35.1M -$115M -2,562,200 -76%
UCFA
442
United Capital Financial Advisors
Texas
$35M +$6.05M +134,767 +21%
PSUF
443
People's United Financial
Connecticut
$34.8M -$470K -10,473 -1%
SMDAM
444
Sumitomo Mitsui DS Asset Management
Japan
$34.6M -$1.82M -40,494 -5%
SC
445
Stralem & Co
New York
$34.3M -$4.85M -107,980 -12%
DIA
446
Dana Investment Advisors
Wisconsin
$34.2M +$1.94M +43,151 +6%
NG
447
NatWest Group
United Kingdom
$34M -$94.9K -2,114 -0.3%
NLGIA
448
Nippon Life Global Investors Americas
New York
$33.9M +$62.4K +1,390 +0.2%
PA
449
Pinnacle Associates
New York
$33.7M -$35.8K -798 -0.1%
SLAM
450
Swiss Life Asset Management
$33.6M +$3.77M +84,036 +12%

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.