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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
YMRC
1351
Yorktown Management & Research Company
Virginia
$2.35M +$1.55M +34,600 +186%
DBIA
1352
Dumont & Blake Investment Advisors
New Jersey
$2.35M -$43.3K -965 -2%
BSWMG
1353
Barrington Strategic Wealth Management Group
Illinois
$2.35M -$22.7K -505 -0.9%
FFC
1354
First Financial Corp
Indiana
$2.35M -$144K -3,200 -6%
TYCC
1355
Texas Yale Capital Corp
Florida
$2.35M +$314 +7 +0%
FMC
1356
First Merchants Corp
Indiana
$2.34M -$157K -3,503 -6%
PFSC
1357
Peoples Financial Services Corp
Pennsylvania
$2.33M -$49.4K -1,100 -2%
RIA
1358
Regal Investment Advisors
Michigan
$2.33M +$206K +4,583 +10%
SSIA
1359
Spero-Smith Investment Advisers
Ohio
$2.33M -$39.6K -881 -2%
RT
1360
Rockland Trust
Massachusetts
$2.33M -$405K -9,020 -15%
PIA
1361
Peachtree Investment Advisors
Georgia
$2.33M +$86.4K +1,925 +4%
RJA
1362
Robshaw & Julian Associates
New York
$2.32M +$17.1K +380 +0.7%
TCM
1363
Texan Capital Management
Texas
$2.32M -$84.1K -1,872 -3%
DJSG
1364
D.J. St. Germain
Massachusetts
$2.31M -$16.3K -364 -0.7%
COI
1365
Connable Office Inc
Michigan
$2.31M -$214K -4,773 -8%
ABP
1366
Arthur B. Page
$2.31M -$71.8K -1,600 -3%
LC
1367
Lincoln Capital
Nebraska
$2.29M -$14.4K -320 -0.6%
BIC
1368
Bridges Investment Counsel
Nebraska
$2.29M -$877K -19,530 -27%
BIM
1369
Bridges Investment Management
Nebraska
$2.29M
AIM
1370
Allen Investment Management
New York
$2.28M +$1.49M +33,196 +181%
GWCM
1371
Godshalk Welsh Capital Management
Pennsylvania
$2.28M -$24.7K -550 -1%
HCM
1372
Hodges Capital Management
Texas
$2.27M +$332K +7,398 +17%
SMM
1373
Stadion Money Management
Georgia
$2.27M -$991K -22,069 -30%
BAM
1374
Bruderman Asset Management
New York
$2.26M +$47.4K +1,055 +2%
AIM
1375
AMI Investment Management
Indiana
$2.26M

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.