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
FNT
726
First National Trust
Pennsylvania
$10.6M -$71.2K -1,585 -0.7%
FAAS
727
First Allied Advisory Services
California
$10.5M -$106K -2,352 -1%
WAM
728
Wallington Asset Management
Indiana
$10.5M +$253K +5,630 +2%
YP
729
Yellowstone Partners
Idaho
$10.5M +$1.02M +22,690 +11%
BCAM
730
Boston Common Asset Management
Massachusetts
$10.5M +$2.46M +54,680 +30%
CF
731
CNA Financial
Illinois
$10.4M
LCM
732
LVM Capital Management
Michigan
$10.4M -$28.5K -634 -0.3%
KCM
733
Kanawha Capital Management
Virginia
$10.4M +$40.1K +892 +0.4%
DP
734
Dearborn Partners
Illinois
$10.4M -$78.3K -1,744 -0.7%
MAM
735
Mastrapasqua Asset Management
Tennessee
$10.3M +$22.4K +499 +0.2%
CCM
736
Chilton Capital Management
Texas
$10.3M +$1.15M +25,595 +12%
CTC
737
Central Trust Company
Missouri
$10.3M +$118K +2,619 +1%
GC
738
Grimes & Company
Massachusetts
$10.3M +$225K +5,003 +2%
RS
739
Robeco Schweiz
Switzerland
$10.2M +$281K +6,250 +3%
FIB
740
First Interstate Bank
Montana
$10.2M +$1.59M +35,369 +18%
IM
741
ISF Management
New York
$10.2M +$863K +19,223 +9%
TCM
742
Tufton Capital Management
Maryland
$10.2M -$38.3K -852 -0.4%
OA
743
Oxbow Advisors
Texas
$10.1M -$659K -14,670 -6%
CC
744
ClearArc Capital
Ohio
$10.1M -$90.3K -2,010 -0.9%
LCM
745
Logan Capital Management
Pennsylvania
$10.1M +$77K +1,715 +0.8%
NPA
746
Nichols & Pratt Advisers
Massachusetts
$10.1M -$80.1K -1,784 -0.8%
ECM
747
Evergreen Capital Management
Washington
$10.1M +$426K +9,479 +4%
WT
748
Washington Trust
Rhode Island
$10.1M -$233K -5,193 -2%
EBSAM
749
Eubel Brady & Suttman Asset Management
Ohio
$10.1M +$92.4K +2,057 +0.9%
LNB
750
Ledyard National Bank
$10M -$179K -3,995 -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.