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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
GCM
1051
Garland Capital Management
Washington
$4.83M +$698K +15,545 +17%
BAM
1052
Boyar Asset Management
New York
$4.81M +$14.4K +320 +0.3%
SGCA
1053
Steel Grove Capital Advisors
Tennessee
$4.81M -$804K -17,903 -14%
CDH
1054
Charles D. Hyman
$4.8M -$22.5K -500 -0.5%
BWAM
1055
Boyd Watterson Asset Management
Ohio
$4.8M +$32.4K +722 +0.7%
SCM
1056
Sterneck Capital Management
Missouri
$4.79M +$37.6K +837 +0.8%
BOTW
1057
Bank of the West
California
$4.75M -$138K -3,069 -3%
WKWM
1058
Walter & Keenan Wealth Management
Indiana
$4.74M +$162K +3,600 +3%
AHC
1059
Adell Harriman & Carpenter
Texas
$4.74M +$308K +6,865 +7%
CIA
1060
Choate Investment Advisors
Massachusetts
$4.72M -$447K -9,948 -9%
PP
1061
PDT Partners
New York
$4.72M -$16.1M -359,275 -77%
EDRE
1062
Edmond de Rothschild (Europe)
Luxembourg
$4.7M -$280K -6,232 -6%
LBC
1063
Lawrence B. Cohen
$4.68M +$24K +535 +0.5%
LIM
1064
Loudon Investment Management
New Hampshire
$4.68M +$41K +912 +0.9%
GSBTD
1065
Glenview State Bank Trust Department
Illinois
$4.67M -$117K -2,600 -2%
PRC
1066
Platte River Capital
Colorado
$4.65M -$1.46M -32,526 -24%
MCM
1067
MAI Capital Management
Ohio
$4.64M +$2.88M +64,203 +158%
HI
1068
Hendershot Investments
Virginia
$4.64M +$10.9K +242 +0.2%
BFO
1069
Boston Family Office
Massachusetts
$4.62M +$17.6K +392 +0.4%
W
1070
Wealthfront
California
$4.61M +$1.71M +37,983 +57%
AMAL
1071
Asset Management Advisors LLC
Oklahoma
$4.6M -$20.4K -455 -0.4%
WTB
1072
Washington Trust Bank
Washington
$4.6M +$7.72K +172 +0.2%
KFP
1073
Keystone Financial Planning
Ohio
$4.59M -$396K -8,828 -8%
WB
1074
Webster Bank
Connecticut
$4.57M +$2.74K +61 +0.1%
GAM
1075
Guinness Asset Management
United Kingdom
$4.57M

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.