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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
CAM
1226
Chesapeake Asset Management
New York
$3.19M -$3.37K -75 -0.1%
DI
1227
Diligent Investors
California
$3.18M -$8.98K -200 -0.3%
GC
1228
Grace Capital
Massachusetts
$3.18M
HAI
1229
Hennessy Advisors Inc
California
$3.18M
FHA
1230
First Horizon Advisors
Tennessee
$3.17M +$34K +758 +1%
AUB
1231
Atlantic Union Bankshares
Virginia
$3.17M +$288K +6,407 +10%
TC
1232
Trust Company
Kansas
$3.15M +$760K +16,925 +31%
ECML
1233
Eagle Capital Management (Louisiana)
Louisiana
$3.15M +$4.67K +104 +0.1%
TF
1234
Trutina Financial
Washington
$3.14M -$110K -2,445 -3%
GC
1235
Garde Capital
Washington
$3.13M +$85.3K +1,899 +3%
WIC
1236
Woodmont Investment Counsel
Tennessee
$3.13M -$71.4K -1,591 -2%
SSCM
1237
Summit Street Capital Management
New York
$3.11M
WRM
1238
Westport Resources Management
Connecticut
$3.1M -$63.1K -1,406 -2%
EM
1239
Excalibur Management
Massachusetts
$3.1M -$186K -4,141 -6%
FPFS
1240
First Personal Financial Services
North Carolina
$3.1M +$72.4K +1,612 +2%
LJAC
1241
L.J. Altfest & Co
New York
$3.07M -$29.1K -648 -0.9%
SWP
1242
Stratos Wealth Partners
Ohio
$3.07M +$428K +9,521 +16%
TC
1243
Telemus Capital
Michigan
$3.07M +$161K +3,584 +5%
PRS
1244
Pinkerton Retirement Specialists
Idaho
$3.06M +$11.5K +257 +0.4%
TC
1245
Taylor Cottrill
New Hampshire
$3.05M -$128K -2,850 -4%
SWK
1246
Stephen W. Kidder
$3.05M -$2.25K -50 -0.1%
DMK
1247
David M. Knott
$3.04M
BCMO
1248
Buckingham Capital Management (Ohio)
Ohio
$3.04M -$4.22K -94 -0.1%
FWC
1249
First Washington Corp
Washington
$3.03M -$60.6K -1,350 -2%
SA
1250
Strategic Advisors
New York
$3.03M +$105K +2,339 +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.