We are live on ! Find out more
MSFT icon

Microsoft

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
GS
1451
GAM Systematic
United Kingdom
$1.84M -$3.54M -78,895 -65%
BG
1452
Bollard Group
Massachusetts
$1.84M +$10.5K +234 +0.6%
FAM
1453
Fortaleza Asset Management
Illinois
$1.82M
MBT
1454
Monroe Bank & Trust
Michigan
$1.82M +$8.58K +191 +0.5%
ICOA
1455
Investment Centers of America
North Dakota
$1.82M +$178K +3,961 +11%
PSI
1456
Pinnacle Summer Investments
Virginia
$1.82M +$1.41M +31,353 +319%
BO
1457
Bank OZK
Arkansas
$1.81M +$138K +3,082 +8%
BA
1458
Bennicas & Associates
California
$1.81M -$180K -4,000 -9%
CL
1459
Choreo LLC
Illinois
$1.79M +$309K +6,882 +20%
KC
1460
Kingfisher Capital
North Carolina
$1.79M +$16K +356 +0.9%
SFSIG
1461
San Francisco Sentry Investment Group
California
$1.79M -$66.3K -1,476 -4%
AI
1462
ArchPoint Investors
Florida
$1.78M
NC
1463
Northpointe Capital
Michigan
$1.77M -$1.75M -39,023 -49%
BCFS
1464
Butensky & Cohen Financial Security
Florida
$1.77M +$62.4K +1,390 +4%
ICOM
1465
Investment Counselors of Maryland
Maryland
$1.76M -$32.6K -725 -2%
ATC
1466
Argent Trust Co
Tennessee
$1.75M +$21.3K +474 +1%
HPIA
1467
Hamilton Point Investment Advisors
North Carolina
$1.75M +$127K +2,836 +8%
SGA
1468
Strategic Global Advisors
California
$1.74M +$880K +19,592 +99%
OIA
1469
Optimum Investment Advisors
Illinois
$1.74M +$1.77M +39,323 New
JCM
1470
Jag Capital Management
Missouri
$1.74M +$4.71K +105 +0.3%
PP
1471
Pegasus Partners
Wisconsin
$1.7M -$141K -3,149 -8%
LAIC
1472
Lederer & Associates Investment Counsel
California
$1.7M +$2.25K +50 +0.1%
AP
1473
AHL Partners
United Kingdom
$1.69M -$3M -66,888 -64%
DA
1474
DSC Advisors
Illinois
$1.69M -$157K -3,497 -8%
LSCM
1475
LaSalle Street Capital Management
Illinois
$1.69M

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.