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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
NIMI
951
Natixis Investment Managers International
France
$5.85M +$541K +12,041 +10%
AF
952
Arrow Financial
New York
$5.84M +$682K +15,195 +13%
WJA
953
Williams Jones & Associates
New York
$5.83M -$341K -7,602 -5%
LW
954
Linscomb Wealth
Texas
$5.82M +$1.21K +27 +0%
SI
955
SII Investments
Wisconsin
$5.81M +$2.78K +62 +0%
OCM
956
Oakwood Capital Management
California
$5.8M +$5.88M +130,995 New
BWFA
957
Baltimore-Washington Financial Advisors
Maryland
$5.79M +$127K +2,838 +2%
BLAM
958
Bourne Lent Asset Management
New York
$5.78M -$26.9K -600 -0.5%
BAAM
959
Baker Avenue Asset Management
California
$5.77M +$415K +9,239 +8%
VAM
960
Visium Asset Management
New York
$5.75M +$4.89M +108,800 +518%
ERIM
961
Eagle Ridge Investment Management
Connecticut
$5.73M +$5.82M +129,525 New
SCM
962
Stonebridge Capital Management
California
$5.73M +$214K +4,760 +4%
DIS
963
Diversified Investment Strategies
Louisiana
$5.71M -$209K -4,650 -3%
SOADOR
964
State of Alaska Department of Revenue
Alaska
$5.71M -$307K -6,840 -5%
GAM
965
Griffin Asset Management
New York
$5.7M -$226K -5,028 -4%
OIMU
966
Orbis Investment Management (US)
California
$5.7M -$709K -15,788 -11%
BWFM
967
Bridgewater Wealth & Financial Management
Maryland
$5.69M +$202K +4,488 +4%
ANBTV
968
American National Bank & Trust (Virginia)
Virginia
$5.68M +$164K +3,649 +3%
HTHT
969
Hemenway Trust Hemenway Trust
New Hampshire
$5.68M -$20.2K -449 -0.3%
DIA
970
Dean Investment Associates
Ohio
$5.68M +$17K +378 +0.3%
TCOT
971
Trust Company of Toledo
Ohio
$5.67M -$5.88K -131 -0.1%
AA
972
Ancora Advisors
Ohio
$5.63M +$20.3K +451 +0.4%
LJHT
973
Laurie J. Hall Trustee
$5.63M
Balyasny Asset Management
974
Balyasny Asset Management
Illinois
$5.62M +$5.7M +127,000 New
UBWV
975
United Bank (West Virginia)
West Virginia
$5.62M -$724K -16,128 -11%

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.