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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
HCM
1326
Hollencrest Capital Management
California
$2.53M -$514K -11,442 -17%
ACM
1327
Alta Capital Management
Utah
$2.53M -$32.7K -729 -1%
B
1328
BancorpSouth
Mississippi
$2.53M +$30.8K +686 +1%
NGA
1329
Naples Global Advisors
Florida
$2.53M +$272K +6,050 +12%
AI
1330
Atria Investments
North Carolina
$2.52M +$48.9K +1,088 +2%
PVWM
1331
Point View Wealth Management
New Jersey
$2.5M -$29.6K -659 -1%
BCM
1332
BlueCrest Capital Management
Jersey
$2.48M +$1.77M +39,369 +237%
MCM
1333
Mengis Capital Management
Oregon
$2.48M +$76.4K +1,702 +3%
PRHC
1334
P.R. Herzig & Co
New York
$2.47M +$71.8K +1,600 +3%
SCM
1335
SOL Capital Management
Maryland
$2.46M +$2.25K +50 +0.1%
FFA
1336
Fragasso Financial Advisors
Pennsylvania
$2.46M +$54.9K +1,223 +2%
MCTIC
1337
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.46M -$31.4K -700 -1%
ICAS
1338
Investors Capital Advisory Services
Massachusetts
$2.44M +$410K +9,134 +20%
BST
1339
Bath Savings Trust
Maine
$2.44M -$74.6K -1,661 -3%
KIC
1340
Keating Investment Counselors
Florida
$2.43M
CHC
1341
City Holding Co
West Virginia
$2.43M -$13.4K -299 -0.5%
IB
1342
Intrust Bank
Kansas
$2.41M +$35.9K +799 +1%
WPC
1343
White Pine Capital
Minnesota
$2.41M -$853 -19 -0%
ANB
1344
Amarillo National Bank
Texas
$2.4M +$19.4K +432 +0.8%
PIM
1345
Progressive Investment Management
Oregon
$2.39M +$111K +2,480 +5%
BAC
1346
Boys Arnold & Co
North Carolina
$2.39M -$65.7K -1,464 -3%
MFBTD
1347
MB Financial Bank - Trust Department
Illinois
$2.38M -$8.6M -191,606 -78%
MCM
1348
Murphy Capital Management
New Jersey
$2.37M -$11.3K -252 -0.5%
LH
1349
Lebenthal Holdings
New York
$2.36M +$538K +11,979 +29%
PAIA
1350
Park Avenue Institutional Advisers
New York
$2.35M -$95.2K -2,119 -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.