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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
GI
1201
Gradient Investments
Minnesota
$3.35M +$3.26M +72,564 +2,334%
ACM
1202
Ativo Capital Management
Illinois
$3.35M +$925K +20,600 +50%
BMM
1203
Buffington Mohr McNeal
Idaho
$3.34M -$33.2K -740 -1%
FMWA
1204
Forvis Mazars Wealth Advisors
Missouri
$3.34M -$763 -17 -0%
AI
1205
Analytic Investors
California
$3.33M -$937K -20,873 -22%
SPC
1206
Sigma Planning Corp
Michigan
$3.33M -$145K -3,220 -4%
HDIM
1207
Hanson & Doremus Investment Management
Vermont
$3.33M -$101K -2,255 -3%
SAM
1208
Symphony Asset Management
California
$3.32M -$1.69M -37,690 -33%
WA
1209
Wheatland Advisors
Pennsylvania
$3.3M -$17.8K -397 -0.5%
OAMG
1210
Odey Asset Management Group
United Kingdom
$3.3M
KIG
1211
Kessler Investment Group
Indiana
$3.29M +$62.7K +1,396 +2%
NFG
1212
NewFocus Financial Group
Washington
$3.29M +$48.8K +1,087 +1%
BEAM
1213
Baker Ellis Asset Management
Washington
$3.29M +$37.9K +845 +1%
GWM
1214
Gupta Wealth Management
California
$3.26M +$191K +4,253 +6%
ACPU
1215
Arrowgrass Capital Partners (US)
Delaware
$3.25M +$3.02M +67,348 +1,100%
GAM
1216
Gotham Asset Management
New York
$3.25M -$40.8M -908,463 -93%
AP
1217
Appleton Partners
Massachusetts
$3.23M +$641K +14,266 +24%
CB
1218
Community Bank
New York
$3.23M -$4.49K -100 -0.1%
EVM
1219
Evelyn V. Moreno
$3.23M +$2.33K +52 +0.1%
FG
1220
Fiduciary Group
Georgia
$3.22M -$24.9K -554 -0.8%
SIG
1221
Sky Investment Group
Connecticut
$3.21M +$134K +2,975 +4%
WS
1222
Wedbush Securities
California
$3.21M -$1.75M -38,978 -35%
ST
1223
Smithfield Trust
Pennsylvania
$3.21M -$36.9K -822 -1%
FPTW
1224
Franklin, Parlapiano, Turner & Welch
Texas
$3.2M +$18.9K +421 +0.6%
TIA
1225
Trust Investment Advisors
Indiana
$3.19M -$152K -3,392 -4%

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.