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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
NMIMC
651
Northwestern Mutual Investment Management Company
Wisconsin
$13.3M -$180K -4,007 -1%
B
652
Barings
North Carolina
$13.2M -$24.9M -554,400 -65%
PCM
653
Polaris Capital Management
Massachusetts
$13.1M +$1.02M +22,800 +8%
TIM
654
Thompson Investment Management
Wisconsin
$13.1M -$497K -11,076 -4%
AB
655
Amalgamated Bank
New York
$13.1M +$416K +9,256 +3%
PP
656
Prospector Partners
Connecticut
$13.1M -$359K -8,000 -3%
LKIM
657
Lawson Kroeker Investment Management
Nebraska
$13M -$158K -3,525 -1%
CCT
658
Country Club Trust
Missouri
$13M -$3.5K -78 -0%
MIM
659
Manitou Investment Management
Ontario, Canada
$13M +$13.1M +292,645 New
PCA
660
Personal Capital Advisors
California
$12.9M +$1.49M +33,256 +13%
MC
661
Muhlenkamp & Co
Pennsylvania
$12.9M +$5.39K +120 +0%
PAM
662
Palisade Asset Management
Minnesota
$12.8M -$812K -18,092 -6%
TBA
663
Tower Bridge Advisors
Pennsylvania
$12.8M +$587K +13,068 +5%
MAM
664
Meeder Asset Management
Ohio
$12.8M -$1.62M -36,076 -11%
RBA
665
Richard Bernstein Advisors
New York
$12.7M
CCMG
666
Clark Capital Management Group
Pennsylvania
$12.7M +$2.59M +57,636 +25%
HTI
667
Hikari Tsushin Inc
Japan
$12.7M -$3.93M -87,477 -23%
BCM
668
Buckhead Capital Management
Georgia
$12.7M -$132K -2,950 -1%
CWM
669
Concert Wealth Management
California
$12.7M +$634K +14,124 +5%
TIAAOA
670
Teachers Insurance & Annuity Association of America
New York
$12.6M -$3M -66,800 -19%
PAM
671
Paradigm Asset Management
New York
$12.6M -$817K -18,200 -6%
ACM
672
Apex Capital Management
Ohio
$12.6M -$798K -17,766 -6%
RC
673
RegentAtlantic Capital
New Jersey
$12.5M -$1.2M -26,807 -9%
SIG
674
Schaller Investment Group
North Carolina
$12.4M -$8.98K -200 -0.1%
BCM
675
BTR Capital Management
California
$12.4M +$1.35M +30,145 +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.