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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
MIM
1426
Miller Investment Management
Pennsylvania
$1.99M
BA
1427
Birinyi Associates
Connecticut
$1.98M +$668K +14,886 +50%
WA
1428
WealthTrust Axiom
Pennsylvania
$1.98M +$22.4K +499 +1%
CWA
1429
Cypress Wealth Advisors
California
$1.97M +$91.2K +2,032 +5%
NA
1430
NewEdge Advisors
Louisiana
$1.96M +$85.4K +1,901 +5%
MCM
1431
Marathon Capital Management
Maryland
$1.96M -$988 -22 -0%
WEC
1432
Winslow Evans & Crocker
Massachusetts
$1.96M -$56.5K -1,258 -3%
BSW
1433
Buckingham Strategic Wealth
Missouri
$1.95M -$48.5K -1,079 -2%
TWA
1434
TCI Wealth Advisors
Arizona
$1.95M +$220K +4,901 +12%
NAMP
1435
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.95M
MCM
1436
Matarin Capital Management
New York
$1.94M -$959K -21,363 -33%
HA
1437
Harfst & Associates
Wyoming
$1.94M +$1.68M +37,347 +571%
TI
1438
TT International
United Kingdom
$1.93M +$1.96M +43,678 New
HPCM
1439
High Pointe Capital Management
Illinois
$1.93M +$40.4K +900 +2%
FM
1440
Forward Management
California
$1.92M -$130K -2,887 -6%
PWAP
1441
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.91M -$50.6K -1,126 -3%
ADBIC
1442
A.D. Beadell Investment Counsel
Wisconsin
$1.9M
BFEC
1443
Benjamin F. Edwards & Company
Missouri
$1.9M -$55.5K -1,236 -3%
SC
1444
Savant Capital
Illinois
$1.89M +$281K +6,259 +17%
IT
1445
Independence Trust
Tennessee
$1.89M -$513K -11,428 -21%
WFI
1446
West Family Investments
California
$1.88M
CAL
1447
Capital Analysts LLC
Pennsylvania
$1.87M +$132K +2,935 +7%
MLL
1448
Moody Lynn & Lieberson
Massachusetts
$1.87M -$132K -2,936 -7%
JWM
1449
Jacobus Wealth Management
Wisconsin
$1.87M -$5.39K -120 -0.3%
LCM
1450
Leisure Capital Management
California
$1.86M -$41.1K -916 -2%

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.