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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
SA
1076
Steadfast Advisors
New York
$4.57M +$326K +7,266 +8%
CIM
1077
CenturyLink Investment Management
Colorado
$4.54M -$131K -2,914 -3%
PWW
1078
Pettyjohn Wood & White
Virginia
$4.53M +$79.6K +1,772 +2%
AAM
1079
Ardevora Asset Management
United Kingdom
$4.53M +$1.57M +35,000 +52%
CWP
1080
Capital Wealth Planning
Florida
$4.52M -$845K -18,815 -16%
Nomura Holdings
1081
Nomura Holdings
Japan
$4.5M -$10.2M -227,350 -69%
DT
1082
Diversified Trust
Tennessee
$4.49M -$3.91K -87 -0.1%
RWM
1083
Rench Wealth Management
Texas
$4.47M -$232K -5,165 -5%
KFC
1084
Klingenstein Fields & Co
New York
$4.44M -$881K -19,627 -16%
TNBTD
1085
Trustmark National Bank Trust Department
Mississippi
$4.44M -$38.2K -850 -0.8%
ORI
1086
Oak Ridge Investments
Illinois
$4.4M -$73.2K -1,631 -2%
GCM
1087
Gibraltar Capital Management
Oklahoma
$4.38M -$351K -7,824 -7%
VC
1088
Vestor Capital
Illinois
$4.38M -$67.2K -1,496 -1%
HC
1089
HHG & Company
Connecticut
$4.38M +$44.7K +996 +1%
CPH
1090
C Partners Holding
Switzerland
$4.32M
RDM
1091
Retirement Design & Management
Connecticut
$4.32M +$33.9K +755 +0.8%
CCA
1092
Checchi Capital Advisers
California
$4.26M +$205K +4,572 +5%
HIM
1093
Harbour Investment Management
Washington
$4.25M -$9.65K -215 -0.2%
M
1094
MOTCO
Texas
$4.25M -$47.3K -1,054 -1%
PCTC
1095
Perkins Coie Trust Company
Washington
$4.25M +$164K +3,655 +4%
MA
1096
Marshwinds Advisory
Georgia
$4.21M +$44.2K +984 +1%
MPAM
1097
Murphy Pohlad Asset Management
Minnesota
$4.2M -$14.1K -315 -0.3%
AFM
1098
Anson Funds Management
Texas
$4.2M
VHAM
1099
Van Hulzen Asset Management
California
$4.19M -$80.3K -1,788 -2%
PL
1100
Parkwood LLC
Ohio
$4.19M -$565K -12,575 -12%

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.