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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
CC
1251
Courier Capital
New York
$3.03M -$19.4K -432 -0.6%
MA
1252
Montag & Associates
Georgia
$3.02M -$470K -10,470 -13%
CBN
1253
Cadence Bank NA
Texas
$3.02M +$759K +16,892 +33%
ZB
1254
Zions Bancorporation
Utah
$3.01M -$605K -13,468 -19%
SIG
1255
Schooner Investment Group
Pennsylvania
$3.01M -$1.23M -27,500 -29%
WC
1256
Whitney & Co
New York
$3M +$95.6K +2,130 +3%
WSC
1257
Wellington Shields & Co
New York
$3M -$268K -5,959 -8%
NRS
1258
Neville Rodie & Shaw
New York
$2.99M -$35.4K -788 -1%
AMM
1259
American Money Management
California
$2.99M +$130K +2,891 +4%
EAM
1260
EverPoint Asset Management
Connecticut
$2.99M +$3.03M +67,500 New
MMG
1261
Monetary Management Group
Missouri
$2.97M +$173K +3,850 +6%
CD
1262
Carl Domino
Florida
$2.96M +$85.1K +1,895 +3%
EM
1263
Emancipation Management
New York
$2.96M +$225K +5,016 +8%
SAMNY
1264
Samsung Asset Management (New York)
New York
$2.93M -$3.15M -70,140 -51%
CIM
1265
CIM Investment Management
Pennsylvania
$2.92M
TCCM
1266
Timber Creek Capital Management
Massachusetts
$2.92M -$39.7K -885 -1%
AT
1267
Argent Trust
Texas
$2.92M -$156K -3,476 -5%
HI
1268
HBK Investments
Texas
$2.91M -$20.2M -449,989 -87%
NME
1269
Notis-McConarty Edward
$2.91M -$11.2K -250 -0.4%
PC
1270
Permit Capital
Pennsylvania
$2.91M
AIM
1271
ARGA Investment Management
Connecticut
$2.9M -$269K -6,000 -8%
ST
1272
Somerset Trust
Pennsylvania
$2.89M +$59K +1,315 +2%
BWP
1273
Baldwin Wealth Partners
Massachusetts
$2.89M -$215K -4,785 -7%
OCM
1274
One Capital Management
California
$2.89M +$43.1K +960 +1%
P
1275
Pitcairn
Pennsylvania
$2.88M -$1.26M -27,960 -30%

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.