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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
GIA
701
Granite Investment Advisors
New Hampshire
$11.6M -$693K -15,437 -6%
MERSOM
702
Municipal Employees' Retirement System of Michigan
Michigan
$11.6M -$303K -6,740 -3%
WC
703
Woodstock Corp
Massachusetts
$11.5M -$723K -16,098 -6%
HBWM
704
Hollow Brook Wealth Management
New York
$11.3M -$60.4K -1,346 -0.5%
GE
705
General Electric
Ohio
$11.3M -$23.7M -528,612 -67%
FMT
706
First Mercantile Trust
Tennessee
$11.3M -$402K -8,949 -3%
TCT
707
TIAA CREF Trust
Missouri
$11.3M +$529K +11,783 +5%
CFA
708
Carroll Financial Associates
North Carolina
$11.3M +$349K +7,772 +3%
NOCM
709
Night Owl Capital Management
Connecticut
$11.3M +$2.76M +61,435 +32%
PCMK
710
Paragon Capital Management (Kansas)
Kansas
$11.2M +$152K +3,377 +1%
BBI
711
Baxter Bros Inc
Connecticut
$11.1M
LIM
712
Lathrop Investment Management
Arkansas
$11.1M +$681K +15,173 +6%
CTA
713
Chesley Taft & Associates
Illinois
$11M +$92.1K +2,050 +0.8%
SRC
714
Shufro Rose & Co
New York
$11M -$149K -3,320 -1%
NB
715
NBT Bank
New York
$11M -$489K -10,881 -4%
CISOA
716
Capital Investment Services of America
Wisconsin
$11M +$106K +2,355 +1%
QI
717
Quotient Investors
New York
$10.9M -$4.48M -99,711 -29%
VCM
718
Violich Capital Management
California
$10.9M -$249K -5,544 -2%
SAM
719
Strategy Asset Managers
California
$10.8M -$99.9K -2,224 -0.9%
ACM
720
Azimuth Capital Management
Michigan
$10.8M -$29.6K -660 -0.3%
RIM
721
Rainier Investment Management
Washington
$10.7M -$2.29M -50,990 -17%
HHMI
722
Howard Hughes Medical Institute
Maryland
$10.7M -$116K -2,591 -1%
PDN
723
Pensionfund DSM Netherlands
Netherlands
$10.7M +$4M +89,000 +59%
AAMU
724
AEGON Asset Management (UK)
United Kingdom
$10.6M -$19.7M -439,476 -65%
LMGAM
725
Liberty Mutual Group Asset Management
Massachusetts
$10.6M -$178K -3,953 -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.