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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
RP
1176
Rowlandmiller & Partners
Georgia
$3.58M -$13.5K -300 -0.4%
MNBTD
1177
Moody National Bank Trust Division
Texas
$3.58M +$5.16K +115 +0.1%
FSA
1178
Financial Sense Advisors
California
$3.57M -$269K -5,984 -7%
CIP
1179
Convergence Investment Partners
Florida
$3.57M -$2.87M -63,946 -44%
TCOTO
1180
Trust Company of the Ozarks
Missouri
$3.57M -$15.4K -342 -0.4%
SAIG
1181
Semper Augustus Investments Group
Colorado
$3.56M -$249K -5,542 -6%
SDJVC
1182
St. Denis J. Villere & Co
Louisiana
$3.55M +$907K +20,209 +34%
ANRIA
1183
American National Registered Investment Advisor
Texas
$3.54M
CCC
1184
Cincinnati Casualty Company
Ohio
$3.54M
WPC
1185
Waters Parkerson & Co
Louisiana
$3.54M +$1.27M +28,257 +55%
SSG
1186
Summit Securities Group
New York
$3.53M -$507K -11,300 -12%
SFI
1187
SPC Financial Inc
Maryland
$3.48M +$2.28M +50,677 +181%
TSW
1188
Thompson Siegel & Walmsley
Virginia
$3.48M -$475K -10,587 -12%
IMOV
1189
Investment Management of Virginia
Virginia
$3.48M -$34.4K -765 -1%
RIG
1190
Roosevelt Investment Group
New York
$3.46M -$29.3M -653,284 -89%
CCM
1191
Cohen Capital Management
California
$3.45M
BRWA
1192
B. Riley Wealth Advisors
Florida
$3.44M +$695K +15,477 +25%
SHGA
1193
Sand Hill Global Advisors
California
$3.43M +$101K +2,241 +3%
AAA
1194
Adams Asset Advisors
Texas
$3.41M
SCM
1195
Stanley Capital Management
Texas
$3.41M
GIM
1196
Grassi Investment Management
California
$3.38M -$6.65K -148 -0.2%
GCMG
1197
Gyroscope Capital Management Group
Florida
$3.38M +$3.42M +76,266 New
RMCM
1198
Reynders McVeigh Capital Management
Massachusetts
$3.37M -$252K -5,615 -7%
NJBEST
1199
New Jersey Better Educational Savings Trust
New Jersey
$3.36M -$180K -4,000 -5%
LA
1200
LVW Advisors
New York
$3.36M +$66.8K +1,487 +2%

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.