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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
LI
851
Lafayette Investments
Maryland
$7.42M +$1.62K +36 +0%
BC
852
Burney Company
Virginia
$7.37M -$195K -4,338 -3%
SCA
853
Salient Capital Advisors
Texas
$7.37M -$242K -5,392 -3%
MCM
854
McRae Capital Management
New Jersey
$7.29M +$220K +4,900 +3%
ACM
855
Archon Capital Management
Washington
$7.27M +$7.38M +164,300 New
IAM
856
Integre Asset Management
New York
$7.25M +$8.8K +196 +0.1%
BUB
857
BBVA USA Bancshares
Texas
$7.22M -$1.23M -27,405 -14%
ID
858
Integral Derivatives
New York
$7.22M +$4.63M +103,100 +172%
CA
859
Callahan Advisors
Texas
$7.19M +$332K +7,390 +5%
IIC
860
Ironwood Investment Counsel
Arizona
$7.17M +$409K +9,106 +6%
GCAC
861
Guardian Capital Advisors (Canada)
Ontario, Canada
$7.16M -$54.1K -1,205 -0.8%
JC
862
Jacobs & Co
California
$7.15M +$306K +6,813 +4%
SGK
863
Steigerwald Gordon & Koch
Virginia
$7.13M +$190K +4,241 +3%
NEI
864
Northwest & Ethical Investments
Ontario, Canada
$7.11M +$313K +6,974 +5%
1IA
865
1834 Investment Advisors
Wisconsin
$7.11M +$357K +7,951 +5%
FPCM
866
Financial Partners Capital Management
New York
$7.1M +$375K +8,356 +5%
MPI
867
Mairs & Power Inc
Minnesota
$7.09M -$25.7K -572 -0.4%
IP
868
Isthmus Partners
Wisconsin
$7.09M +$11.7K +261 +0.2%
FNT
869
First Nebraska Trust
Nebraska
$7.08M +$7K +156 +0.1%
FTC
870
Farmers Trust Company
Ohio
$7.07M +$30.8K +687 +0.4%
BCM
871
Blume Capital Management
California
$7.07M +$87.6K +1,950 +1%
VCAM
872
Van Cleef Asset Management
Ohio
$7.06M +$201K +4,478 +3%
LMIM
873
Lockheed Martin Investment Management
Maryland
$7.06M +$1.17M +26,000 +19%
NC
874
NBW Capital
Massachusetts
$7.04M +$400K +8,907 +6%
AssetMark Inc
875
AssetMark Inc
California
$7.04M +$4.21M +93,699 +143%

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.