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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
VFAM
601
Valley Forge Asset Management
Pennsylvania
$15.9M -$113K -2,521 -0.7%
VIMU
602
Veritas Investment Management (UK)
United Kingdom
$15.7M +$407K +9,060 +3%
CCP
603
Clough Capital Partners
Massachusetts
$15.7M +$5.53M +123,253 +53%
MJRIC
604
Mogy Joel R Investment Counsel
California
$15.6M -$119K -2,650 -0.7%
CC
605
Cornerstone Capital
California
$15.6M +$329K +7,330 +2%
Cambridge Investment Research Advisors
606
Cambridge Investment Research Advisors
Iowa
$15.6M -$285K -6,339 -2%
GCM
607
Gabalex Capital Management
New York
$15.5M -$6.74M -150,000 -30%
AF
608
Ally Financial
Michigan
$15.5M -$2.25M -50,000 -13%
MC
609
MIG Capital
California
$15.2M
NLI
610
Nippon Life Insurance
Japan
$15.2M -$416K -9,271 -3%
ASA
611
Armstrong Shaw Associates
Connecticut
$15.2M +$14.4K +321 +0.1%
SLI
612
Sumitomo Life Insurance
Japan
$15.1M -$561K -12,493 -4%
V
613
Veritable
Delaware
$15.1M +$449K +10,005 +3%
CG
614
Colony Group
Massachusetts
$15M +$196K +4,357 +1%
CGI
615
CI Global Investments
California
$15M +$3.72M +82,900 +32%
RC
616
Randolph Company
Ohio
$14.9M +$15.1M +337,138 New
Jones Financial Companies
617
Jones Financial Companies
Missouri
$14.8M +$405K +9,012 +3%
SBCM
618
Schwerin Boyle Capital Management
Massachusetts
$14.7M
MC
619
Martin Currie
United Kingdom
$14.7M -$445K -9,900 -3%
MIHAS
620
Maj Invest Holding A/S
Denmark
$14.7M +$533K +11,876 +4%
CIP
621
Chartwell Investment Partners
Pennsylvania
$14.7M +$2.34M +52,000 +19%
IHL
622
Investment House LLC
California
$14.7M +$156K +3,475 +1%
PP
623
Palladium Partners
Virginia
$14.6M -$466K -10,374 -3%
MBI
624
Montrusco Bolton Investments
Quebec, Canada
$14.5M +$2.76M +61,453 +23%
FLII
625
First Long Island Investors
New York
$14.4M +$4.43M +98,645 +43%

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.