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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
LI
1476
Longer Investments
Arkansas
$1.69M +$6.56K +146 +0.4%
FCCM
1477
First City Capital Management
Georgia
$1.68M -$62.8K -1,399 -4%
WAM
1478
Wolverine Asset Management
Illinois
$1.68M +$1.7M +37,849 New
BGDI
1479
BW Gestao de Investimentos
Brazil
$1.67M
LOAMS
1480
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.66M -$623K -13,864 -27%
WA
1481
WBH Advisory
Maryland
$1.63M -$30.4K -678 -2%
NSIM
1482
North Star Investment Management
Illinois
$1.63M +$95.3K +2,122 +6%
EGA
1483
Eagle Global Advisors
Texas
$1.63M +$26.9K +600 +2%
OFS
1484
Orrstown Financial Services
Pennsylvania
$1.62M -$243K -5,418 -13%
CS
1485
Credential Securities
$1.61M -$616K -13,723 -27%
SFA
1486
Sequoia Financial Advisors
Ohio
$1.61M -$50K -1,114 -3%
HA
1487
Hamel Associates
New Jersey
$1.61M -$43.1K -960 -3%
CAM
1488
CG Asset Management
New York
$1.6M +$21.8K +486 +1%
SSWM
1489
Sheets Smith Wealth Management
North Carolina
$1.6M -$66K -1,470 -4%
JIC
1490
Joel Isaacson & Co
New York
$1.59M +$37.1K +827 +2%
AIM
1491
Acropolis Investment Management
Missouri
$1.58M -$78.4K -1,745 -5%
IAA
1492
Ironsides Asset Advisors
North Carolina
$1.57M +$398K +8,868 +33%
WFG
1493
Wills Financial Group
Virginia
$1.56M +$46.2K +1,028 +3%
PG
1494
Patten Group
Tennessee
$1.55M +$16.8K +374 +1%
IAS
1495
IMA Advisory Services
Colorado
$1.55M -$2.25K -50 -0.1%
BPGAM
1496
BTG Pactual Global Asset Management
Bermuda
$1.55M +$1.57M +35,025 New
VanEck Associates
1497
VanEck Associates
New York
$1.55M +$218K +4,851 +16%
NVIM
1498
New Vernon Investment Management
Illinois
$1.54M
ACP
1499
Aviance Capital Partners
Florida
$1.54M +$251K +5,592 +20%
State Farm Mutual Automobile Insurance
1500
State Farm Mutual Automobile Insurance
Illinois
$1.53M

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.