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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
CCM
1301
Compton Capital Management
Rhode Island
$2.66M +$320K +7,130 +13%
CSUI
1302
Cincinnati Specialty Underwriters Insurance
Ohio
$2.66M
VFA
1303
Voya Financial Advisors
Connecticut
$2.66M +$212K +4,715 +8%
DCC
1304
Dow Chemical Company
Michigan
$2.66M +$674K +15,000 +33%
AB
1305
AT Bancorp
Iowa
$2.65M -$49.2K -1,096 -2%
DSI
1306
Daiwa SB Investments
Japan
$2.64M -$68.4K -1,523 -2%
OMCS
1307
Old Mutual Customised Solutions
South Africa
$2.64M -$202K -4,500 -7%
AIA
1308
AIMZ Investment Advisors
California
$2.64M +$8.44K +188 +0.3%
BL
1309
BCWM LLC
Kansas
$2.63M -$18.1K -403 -0.7%
BFG
1310
Beacon Financial Group
Texas
$2.61M -$185K -4,129 -6%
SCM
1311
Stuyvesant Capital Management
New York
$2.61M -$378K -8,425 -12%
RCG
1312
Ruane, Cunniff & Goldfarb
New York
$2.6M -$85.3K -1,900 -3%
BFC
1313
Blue Fin Capital
Rhode Island
$2.6M -$22.5K -500 -0.8%
TIA
1314
Tiemann Investment Advisors
California
$2.59M +$18K +401 +0.7%
SBWIC
1315
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.59M +$33.7K +750 +1%
BCA
1316
Benchmark Capital Advisors
New York
$2.58M +$13.5K +300 +0.5%
OIM
1317
Orca Investment Management
Oregon
$2.58M -$39.3K -876 -1%
MJP
1318
Michael J. Puzo
$2.58M -$65.8K -1,465 -2%
GIA
1319
GHP Investment Advisors
Colorado
$2.57M -$674 -15 -0%
NDSI
1320
Newman Dignan & Sheerar Inc
Rhode Island
$2.57M +$131K +2,920 +5%
NCM
1321
Nebula Capital Management
Connecticut
$2.57M
OPTFSNA
1322
Old Point Trust & Financial Services N A
Virginia
$2.55M +$47.1K +1,050 +2%
Financial Engines Advisors
1323
Financial Engines Advisors
California
$2.54M -$126K -2,816 -5%
GP
1324
Girard Partners
Pennsylvania
$2.54M +$430K +9,570 +20%
GCM
1325
GoodHaven Capital Management
New Jersey
$2.53M -$23.6K -525 -0.9%

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.