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
RJT
626
Raymond James Trust
Florida
$14.4M +$111K +2,481 +0.8%
GMI
627
Greystone Managed Investments
Saskatchewan, Canada
$14.3M +$12.5M +279,270 +648%
ACM
628
Academy Capital Management
Texas
$14.3M -$301K -6,707 -2%
SPC
629
Stewart & Patten Company
California
$14.2M +$104K +2,320 +0.7%
CL
630
CPWM LLC
Washington
$14.1M +$3.25M +72,456 +28%
GI
631
GAMCO Investors
Connecticut
$14M +$60.6K +1,349 +0.4%
CAM
632
Cidel Asset Management
Ontario, Canada
$13.9M +$1.07M +23,832 +8%
BAM
633
Berkshire Asset Management
Pennsylvania
$13.9M +$409K +9,100 +3%
Bank of Nova Scotia
634
Bank of Nova Scotia
Ontario, Canada
$13.8M -$156M -3,481,769 -92%
BPB
635
Badgley, Phelps & Bell
Washington
$13.8M +$824K +18,361 +6%
APFBOT
636
Amica Pension Fund Board of Trustees
Rhode Island
$13.7M
GIM
637
Greystone Investment Management
Ohio
$13.7M -$119K -2,639 -0.8%
HCMNY
638
Howard Capital Management (New York)
New York
$13.7M +$2.83K +63 +0%
FMII
639
Farmers & Merchants Investments Inc
Nebraska
$13.7M -$305K -6,782 -2%
RA
640
Royce & Associates
New York
$13.7M -$449K -10,000 -3%
VWM
641
Valley Wealth Managers
New Jersey
$13.6M +$297K +6,613 +2%
GHA
642
GW Henssler & Associates
Georgia
$13.6M -$428K -9,537 -3%
YL
643
YCG LLC
Texas
$13.6M +$255K +5,686 +2%
PL
644
Perpetual Ltd
Australia
$13.5M +$620K +13,817 +5%
SM
645
Stratton Management
Pennsylvania
$13.5M +$2.17M +48,218 +19%
SIP
646
Stoneridge Investment Partners
Pennsylvania
$13.5M -$14.3M -319,186 -51%
WCMNY
647
Westchester Capital Management (New York)
New York
$13.4M +$4.1M +91,200 +43%
BFM
648
Boston Financial Management
Massachusetts
$13.4M -$20.4K -455 -0.2%
CEI
649
Clark Estates Inc
New York
$13.3M +$1.1M +24,450 +9%
QAM
650
Quentec Asset Management
New York
$13.3M +$13.5M +300,000 New

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.