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
Diamond Hill Capital Management
126
Diamond Hill Capital Management
Ohio
$297M -$10.3M -228,650 -3%
AL
127
AJO LP
Pennsylvania
$295M +$23.1M +514,582 +8%
WT
128
Wellcome Trust
United Kingdom
$293M
Calamos Advisors
129
Calamos Advisors
Illinois
$285M +$4.06M +90,525 +1%
1832 Asset Management
130
1832 Asset Management
Ontario, Canada
$285M -$51.5M -1,146,065 -15%
ATO
131
Alecta Tjanstepension Omsesidigt
Sweden
$283M +$8.98M +200,000 +3%
PAMU
132
Pictet Asset Management (UK)
United Kingdom
$282M +$11.7M +260,416 +4%
Retirement Systems of Alabama
133
Retirement Systems of Alabama
Alabama
$282M -$5.78M -128,809 -2%
IG
134
ING Group
Netherlands
$282M +$48.6M +1,081,801 +20%
BGIM
135
Brandywine Global Investment Management
Pennsylvania
$281M +$58.2M +1,295,491 +26%
JIM
136
Jensen Investment Management
Oregon
$280M +$2.61M +58,100 +0.9%
BWA
137
Brave Warrior Advisors
New York
$278M +$2.37M +52,710 +0.8%
Teacher Retirement System of Texas
138
Teacher Retirement System of Texas
Texas
$276M +$6.33M +140,903 +2%
DSA
139
Davis Selected Advisers
Arizona
$275M -$54.8M -1,220,347 -16%
Ohio Public Employees Retirement System (OPERS)
140
Ohio Public Employees Retirement System (OPERS)
Ohio
$265M +$802K +17,851 +0.3%
BNP Paribas Financial Markets
141
BNP Paribas Financial Markets
France
$264M +$14.4M +319,847 +6%
Jennison Associates
142
Jennison Associates
New York
$263M -$2.44M -54,311 -0.9%
MG
143
Meritage Group
California
$262M +$242K +5,391 +0.1%
OH
144
Orbis Holdings
Bermuda
$252M -$195M -4,351,548 -43%
VVP
145
Vulcan Value Partners
Alabama
$252M +$19.6M +437,402 +8%
EIG
146
EdgePoint Investment Group
Ontario, Canada
$251M -$5.57M -124,000 -2%
RJA
147
Raymond James & Associates
Florida
$249M +$6.83M +152,149 +3%
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$248M +$185M +4,116,455 +277%
ECU
149
Egerton Capital (UK)
United Kingdom
$247M +$251M +5,588,698 New
Lazard Asset Management
150
Lazard Asset Management
New York
$247M -$31M -689,757 -11%

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.