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
VDI
451
Vaughan David Investments
Illinois
$33.4M -$80.6K -1,796 -0.2%
CI
452
Conning Inc
Connecticut
$33.3M +$249K +5,538 +0.7%
SAM
453
Securian Asset Management
Minnesota
$33.3M -$671K -14,951 -2%
ACP
454
Ashfield Capital Partners
California
$33.1M -$2.27M -50,590 -6%
ACM
455
Aviance Capital Management
Florida
$33.1M +$33.5M +746,817 New
JIC
456
Johnson Investment Counsel
Ohio
$32.5M +$253K +5,633 +0.8%
OC
457
Oppenheimer & Co
New York
$32.4M +$446K +9,943 +1%
SCA
458
STALEY CAPITAL ADVISERS
Pennsylvania
$32.4M +$1.33M +29,662 +4%
RG
459
Renaissance Group
Kentucky
$32.3M +$109K +2,438 +0.3%
PNC
460
Park National Corp
Ohio
$32.3M +$275K +6,127 +0.8%
UOC
461
UBS O'Connor
Illinois
$31.4M -$1.31M -29,250 -4%
CS
462
Candriam SCA
Luxembourg
$31M -$13.9M -308,612 -31%
FPCG
463
Fort Pitt Capital Group
Pennsylvania
$30.8M -$114K -2,543 -0.4%
TH
464
TCTC Holdings
Texas
$30.5M +$267K +5,949 +0.9%
Cohen & Steers
465
Cohen & Steers
New York
$30.4M +$71.8K +1,600 +0.2%
GAI
466
General American Investors
New York
$30.1M
CC
467
Colrain Capital
Massachusetts
$30.1M -$3.91M -87,027 -11%
ABC
468
Associated Banc-Corp
Wisconsin
$30M +$373K +8,297 +1%
Creative Planning
469
Creative Planning
Kansas
$29.9M +$2.75M +61,218 +10%
ANI
470
American National Insurance
Texas
$29.8M
CIPU
471
Caledonia Investments plc (UK)
United Kingdom
$29.8M
ELC
472
Edgar Lomax Company
Virginia
$29.7M -$1.03M -23,000 -3%
AAM
473
Advisors Asset Management
Colorado
$29.6M +$2.22M +49,453 +8%
NPIT
474
National Penn Investors Trust
Pennsylvania
$29.5M +$127K +2,837 +0.4%
IFLIT
475
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$29.3M +$10.3M +230,000 +53%

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.