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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
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$661M -$5.59M -124,580 -0.8%
IFP
77
Independent Franchise Partners
United Kingdom
$657M +$6.78M +150,950 +1%
Swiss National Bank
78
Swiss National Bank
Switzerland
$633M +$53.6M +1,193,200 +9%
Principal Financial Group
79
Principal Financial Group
Iowa
$628M -$51M -1,136,364 -7%
VOYA Investment Management
80
VOYA Investment Management
Georgia
$624M -$33.2M -740,211 -5%
APG Asset Management
81
APG Asset Management
Netherlands
$616M -$129M -2,865,148 -17%
Fidelity International
82
Fidelity International
Bermuda
$603M -$11M -245,329 -2%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$574M -$151M -3,369,331 -21%
FMI
84
Fiduciary Management Inc
Wisconsin
$574M -$4.65M -103,589 -0.8%
Schroder Investment Management Group
85
Schroder Investment Management Group
United Kingdom
$565M -$15M -333,393 -3%
Sanders Capital
86
Sanders Capital
Florida
$561M +$5.03M +112,100 +0.9%
TA
87
Teachers Advisors
New York
$560M +$13.8M +306,784 +2%
AQR Capital Management
88
AQR Capital Management
Connecticut
$549M -$19.7M -438,013 -3%
Adage Capital Partners
89
Adage Capital Partners
Massachusetts
$539M -$14.4M -320,000 -3%
TD Asset Management
90
TD Asset Management
Ontario, Canada
$535M +$32.6M +725,346 +6%
MTB
91
Mizuho Trust & Banking
Japan
$519M +$4.72M +105,004 +0.9%
HSBC Holdings
92
HSBC Holdings
United Kingdom
$518M -$782M -17,410,567 -60%
State of New Jersey Common Pension Fund D
93
State of New Jersey Common Pension Fund D
New Jersey
$505M -$4.49M -100,000 -0.9%
EVM
94
Eaton Vance Management
Massachusetts
$504M +$27.9M +620,283 +6%
RhumbLine Advisers
95
RhumbLine Advisers
Massachusetts
$502M +$2.44M +54,265 +0.5%
FAM
96
Fred Alger Management
New York
$488M +$317M +7,051,073 +177%
American Century Companies
97
American Century Companies
Missouri
$481M -$21.8M -485,143 -4%
Artisan Partners
98
Artisan Partners
Wisconsin
$476M -$856K -19,056 -0.2%
EPCM
99
Eton Park Capital Management
New York
$471M +$84.9M +1,890,100 +22%
O
100
OppenheimerFunds
New York
$467M +$24.7M +551,114 +6%

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.