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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
TCIM
26
TIAA CREF Investment Management
New York
$1.8B -$93.5M -2,082,423 -5%
MAM
27
Magellan Asset Management
Australia
$1.64B -$26.7M -594,491 -2%
LTI
28
Laffer Tengler Investments
Tennessee
$1.64B -$2.25M -50,204 Closed
Capital International Investors
29
Capital International Investors
California
$1.62B +$9.61M +214,119 +0.6%
First Eagle Investment Management
30
First Eagle Investment Management
New York
$1.5B -$4.03M -89,689 -0.3%
Capital Research Global Investors
31
Capital Research Global Investors
California
$1.45B +$193M +4,304,780 +15%
UBS AM
32
UBS AM
Illinois
$1.45B -$21.5M -479,182 -1%
JHIU
33
Janus Henderson Investors US
Colorado
$1.43B -$98.9M -2,201,773 -6%
Barrow, Hanley, Mewhinney & Strauss
34
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.38B -$377M -8,394,983 -21%
Legal & General Group
35
Legal & General Group
United Kingdom
$1.37B +$51.4M +1,143,618 +4%
Deutsche Bank
36
Deutsche Bank
Germany
$1.36B -$567M -12,632,025 -29%
Eagle Capital Management (New York)
37
Eagle Capital Management (New York)
New York
$1.34B +$31.8M +707,593 +2%
WRF
38
Waddell & Reed Financial
Kansas
$1.3B -$155M -3,443,952 -10%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$1.21B +$27.7M +617,670 +2%
Allianz Asset Management
40
Allianz Asset Management
Germany
$1.16B +$131M +2,915,448 +12%
BA
41
BlackRock Advisors
Delaware
$1.15B +$150M +3,348,656 +15%
UBS Group
42
UBS Group
Switzerland
$1.15B -$183M -4,081,041 -14%
LPC
43
Lone Pine Capital
Connecticut
$1.12B -$56.6M -1,259,500 -5%
Charles Schwab
44
Charles Schwab
California
$1.09B -$10.8M -240,169 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
45
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.06B -$204M -4,539,307 -16%
BIM
46
BlackRock Investment Management
Delaware
$1.04B -$10.3M -230,487 -1%
ClearBridge Investments
47
ClearBridge Investments
New York
$1.04B +$117M +2,608,767 +12%
Boston Partners
48
Boston Partners
Massachusetts
$1.01B +$125M +2,787,152 +14%
Harris Associates
49
Harris Associates
Illinois
$975M +$2.77M +61,722 +0.3%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$955M +$21.2M +472,608 +2%

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.