We are live on ! Find out more
MSFT icon

Microsoft

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
CICI
1276
Capital Investment Counsel Inc
North Carolina
$2.88M -$35.9K -800 -1%
NMIFOAC
1277
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.88M
AAM
1278
Aston Asset Management
Illinois
$2.87M -$195K -4,346 -6%
CBU
1279
CIBC Bank USA
Illinois
$2.85M +$46.4K +1,034 +2%
RGC
1280
Roberts, Glore & Co
Illinois
$2.83M -$16.8K -374 -0.6%
III
1281
Independent Investors Inc
New York
$2.82M +$35K +780 +1%
FCM
1282
Forester Capital Management
Illinois
$2.82M -$567K -12,625 -17%
BE
1283
Bonness Enterprises
District of Columbia
$2.81M
F
1284
Filament
Washington
$2.78M -$73.8K -1,644 -3%
BWM
1285
Braver Wealth Management
Massachusetts
$2.75M +$574K +12,787 +26%
UBV
1286
United Bank (Virginia)
Virginia
$2.75M -$61.3K -1,364 -2%
WC
1287
Whitnell & Co
Illinois
$2.75M +$45 +1 +0%
DDC
1288
DF Dent & Co
Maryland
$2.74M +$29.2K +651 +1%
KCP
1289
KDI Capital Partners
North Carolina
$2.73M -$80.8K -1,800 -3%
EAMA
1290
EFG Asset Management (Americas)
Florida
$2.73M +$1.23M +27,395 +83%
HCM
1291
Hall Capital Management
Rhode Island
$2.72M +$307K +6,830 +13%
PTCG
1292
Pring Turner Capital Group
California
$2.72M -$115K -2,550 -4%
WIA
1293
Westbourne Investment Advisors
Maryland
$2.71M +$11.2K +250 +0.4%
PPSG
1294
Princeton Portfolio Strategies Group
New Jersey
$2.71M +$325K +7,247 +13%
CHAM
1295
Clear Harbor Asset Management
Connecticut
$2.69M +$252K +5,615 +10%
SLG
1296
Stanley-Laman Group
Pennsylvania
$2.69M +$545K +12,147 +25%
CA
1297
Cetera Advisors
Colorado
$2.69M +$283K +6,296 +12%
MRCM
1298
M&R Capital Management
New Jersey
$2.68M +$256K +5,701 +10%
CCA
1299
Cobblestone Capital Advisors
New York
$2.68M -$18.8K -418 -0.7%
GA
1300
GFS Advisors
Texas
$2.67M

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.