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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
PGA
1376
Portland Global Advisors
Maine
$2.24M -$82.9K -1,846 -4%
HIC
1377
Holderness Investments Company
North Carolina
$2.24M +$69.3K +1,543 +3%
EWM
1378
Empirical Wealth Management
Washington
$2.24M +$226K +5,040 +11%
ASN
1379
Advisory Services Network
Georgia
$2.23M -$242K -5,383 -10%
OC
1380
Oarsman Capital
Wisconsin
$2.23M +$5.61K +125 +0.2%
BHC
1381
Bowen Hanes & Co
Florida
$2.23M +$126K +2,795 +6%
SCM
1382
Stellar Capital Management
Arizona
$2.23M +$120K +2,674 +6%
HCA
1383
Horan Capital Advisors
Ohio
$2.21M +$145K +3,220 +7%
RAM
1384
Ramsey Asset Management
Virginia
$2.21M
RCAG
1385
Rehmann Capital Advisory Group
Michigan
$2.21M +$73.2K +1,630 +3%
BW
1386
Bison Wealth
Georgia
$2.2M -$117K -2,615 -5%
WAM
1387
Weatherly Asset Management
California
$2.2M +$209K +4,665 +10%
GRQ
1388
Gardner Russo & Quinn
Pennsylvania
$2.19M -$225K -5,000 -9%
RB
1389
Rodgers Brothers
Pennsylvania
$2.18M +$608K +13,550 +38%
IWMPD
1390
Integrated Wealth Management (Palm Desert)
California
$2.18M +$32.8K +731 +2%
CPA
1391
Capital Planning Advisors
California
$2.17M +$477K +10,614 +28%
AFA
1392
Abacus FCF Advisors
Florida
$2.17M -$240K -5,349 -10%
AAM
1393
Azzad Asset Management
Virginia
$2.16M +$99.2K +2,209 +5%
BAM
1394
Brave Asset Management
New Jersey
$2.15M -$22.5K -500 -1%
ARMT
1395
Amica Retiree Medical Trust
Rhode Island
$2.15M
MHIM
1396
MacNealy Hoover Investment Management
Ohio
$2.14M
MSU
1397
Maple Securities USA
New Jersey
$2.13M +$224K +4,987 +12%
SBWM
1398
Sunflower Bank Wealth Management
Arizona
$2.13M -$96.9K -2,158 -4%
LNC
1399
Lincoln National Corp
Pennsylvania
$2.13M +$12K +268 +0.6%
ACM
1400
Alpha Capital Management
Texas
$2.11M +$2.14M +47,710 New

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.