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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
PTC
976
Private Trust Company
Ohio
$5.61M +$463K +10,311 +9%
HT
977
HighTower Trust
Texas
$5.61M +$178K +3,965 +3%
BHWM
978
Bar Harbor Wealth Management
New Hampshire
$5.6M -$125K -2,790 -2%
OSNBOA
979
Old Second National Bank of Aurora
Illinois
$5.59M -$16.5K -368 -0.3%
RSVP
980
Ramsay Stattman Vela & Price
Colorado
$5.57M +$98K +2,182 +2%
FM
981
Family Management
New York
$5.56M +$514K +11,450 +10%
SIM
982
Sterling Investment Management
Arizona
$5.55M +$91.7K +2,041 +2%
TCOV
983
Trust Company of Vermont
Vermont
$5.55M +$70.1K +1,560 +1%
BFA
984
Benedict Financial Advisors
Georgia
$5.55M +$26.3K +585 +0.5%
AP
985
Advisor Partners
California
$5.53M +$373K +8,315 +7%
DHFB
986
Dixon Hubard Feinour & Brown
Virginia
$5.52M +$137K +3,052 +3%
MCM
987
Monarch Capital Management
Indiana
$5.52M -$71K -1,581 -1%
JGUA
988
John G. Ullman & Associates
New York
$5.48M -$268K -5,970 -5%
ACM
989
Argyle Capital Management
Pennsylvania
$5.48M +$186K +4,145 +3%
FCMC
990
Founders Capital Management (Connecticut)
Connecticut
$5.47M -$4.31K -96 -0.1%
SFA
991
Staton Financial Advisors
North Carolina
$5.44M -$457K -10,170 -8%
NP
992
NS Partners
United Kingdom
$5.44M -$104K -2,310 -2%
HAM
993
Highstreet Asset Management
Ontario, Canada
$5.43M -$319K -7,093 -5%
DG
994
Davidson & Garrard
Virginia
$5.4M +$49.2K +1,096 +0.9%
BCP
995
Blue Chip Partners
Michigan
$5.37M +$289K +6,433 +6%
NA
996
Navellier & Associates
Nevada
$5.36M +$64.2K +1,429 +1%
SHA
997
Smith Hayes Advisers
Nebraska
$5.35M +$2.07M +46,209 +62%
FSA
998
Franklin Street Advisors
North Carolina
$5.33M +$204K +4,540 +4%
MBTD
999
Mechanics Bank - Trust Department
California
$5.32M -$1.86M -41,519 -26%
CCM
1000
Century Capital Management
Massachusetts
$5.31M +$1.06M +23,509 +24%

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.