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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
CIS
901
Connors Investor Services
Pennsylvania
$6.53M +$139K +3,088 +2%
PAI
902
Pittenger & Anderson Inc
Nebraska
$6.53M +$117K +2,610 +2%
PP
903
Patten & Patten
Tennessee
$6.45M +$68.7K +1,531 +1%
EDRH
904
Edmond de Rothschild Holding
Switzerland
$6.45M -$559K -12,456 -8%
CAM
905
Columbia Asset Management
Michigan
$6.43M +$22.4K +498 +0.3%
MIC
906
MU Investments Company
Japan
$6.42M +$20.2K +450 +0.3%
PAM
907
PartnerRe Asset Management
Connecticut
$6.41M -$61.8K -1,376 -0.9%
WSTAM
908
Wilbanks Smith & Thomas Asset Management
Virginia
$6.4M +$93.8K +2,090 +1%
ACI
909
Alpha Cubed Investments
California
$6.36M +$18.5K +413 +0.3%
OWD
910
Osborn Williams & Donohoe
Ohio
$6.36M +$2.87K +64 +0%
GWM
911
Greenwich Wealth Management
Connecticut
$6.33M -$7.2M -160,411 -53%
ACM
912
Argentus Capital Management
Texas
$6.33M -$1.29M -28,669 -17%
MAM
913
Majedie Asset Management
United Kingdom
$6.31M +$1.78M +39,672 +39%
SCM
914
Salem Capital Management
Massachusetts
$6.3M -$357K -7,952 -5%
PAM
915
Peak Asset Management
Colorado
$6.29M -$71.3K -1,587 -1%
CWA
916
Constellation Wealth Advisors
New York
$6.28M -$5.3K -118 -0.1%
LA
917
Lynch & Associates
Indiana
$6.27M +$39.4K +877 +0.6%
AAIM
918
American Assets Investment Management
California
$6.26M +$1.41M +31,310 +28%
FB
919
Fulton Bank
Pennsylvania
$6.25M +$55.1K +1,226 +0.9%
AW
920
ACG Wealth
Georgia
$6.24M +$258K +5,743 +4%
SYBT
921
Stock Yards Bank & Trust
Kentucky
$6.23M -$43.5K -968 -0.7%
DLCIG
922
D.L. Carlson Investment Group
New Hampshire
$6.22M +$1.11M +24,684 +21%
GCA
923
Greenwood Capital Associates
South Carolina
$6.21M -$38.9K -866 -0.6%
CFSG
924
Community Financial Services Group
Vermont
$6.19M +$90.8K +2,021 +1%
MAM
925
Mizuho Asset Management
Japan
$6.19M +$971K +21,624 +18%

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.