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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
SWM
1026
SVA Wealth Management
Wisconsin
$5.09M +$181K +4,033 +4%
PS
1027
Pensionfund Sabic
Netherlands
$5.09M +$3.23M +71,900 +167%
LM
1028
Lincluden Management
Ontario, Canada
$5.09M +$11.6M +259,245 +210%
HCMT
1029
Highland Capital Management (Texas)
Texas
$5.08M -$43M -957,624 -89%
FDCC
1030
Foster Dykema Cabot & Co
Massachusetts
$5.06M -$87.3K -1,945 -2%
FNB
1031
First Niagara Bank
New York
$5.04M -$58.4K -1,300 -1%
VC
1032
Vicus Capital
Pennsylvania
$5.04M +$107K +2,388 +2%
DWT
1033
Dorsey & Whitney Trust
South Dakota
$5.03M -$33.1K -737 -0.6%
GW
1034
GW & Wade
Massachusetts
$5.02M -$33.8K -753 -0.7%
WSCM
1035
Wellington Shields Capital Management
New York
$5.02M -$116K -2,592 -2%
VV
1036
Verity & Verity
South Carolina
$5.02M +$136K +3,036 +3%
CNBT
1037
Canandaigua National Bank & Trust
New York
$4.98M -$18K -400 -0.4%
RWA
1038
Ropes Wealth Advisors
Massachusetts
$4.98M +$307K +6,843 +6%
TF
1039
Tompkins Financial
New York
$4.97M -$12.2K -272 -0.2%
LDB
1040
Lee, Danner & Bass
Tennessee
$4.96M +$260K +5,792 +5%
SFG
1041
SNS Financial Group
Minnesota
$4.95M +$129K +2,862 +3%
MCM
1042
McMillion Capital Management
North Carolina
$4.94M -$484K -10,784 -9%
HL
1043
HeadInvest LLC
Maine
$4.91M -$104K -2,325 -2%
PIM
1044
Penobscot Investment Management
Massachusetts
$4.9M +$103K +2,300 +2%
TCM
1045
Tran Capital Management
California
$4.88M -$11.9K -265 -0.2%
PCMI
1046
Princeton Capital Management Inc
New Jersey
$4.88M -$174K -3,868 -3%
CT
1047
Coastline Trust
Rhode Island
$4.85M -$4.94K -110 -0.1%
FBT
1048
First Bankers Trust
Kentucky
$4.85M +$21.3K +475 +0.4%
WF
1049
WealthTrust Fairport
Ohio
$4.84M +$89.8K +2,000 +2%
HR
1050
Howe & Rusling
New York
$4.84M +$361K +8,029 +8%

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.