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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
SOAMC
1501
Spirit of America Management Corp
New York
$1.52M
BAM
1502
Burnham Asset Management
New York
$1.52M +$674 +15 +0%
MCM
1503
Manchester Capital Management
Vermont
$1.51M +$359K +8,000 +31%
KT
1504
Kanaly Trust
Texas
$1.51M +$4.85K +108 +0.3%
CCG
1505
Cypress Capital Group
Florida
$1.5M -$435K -9,692 -22%
CSMF
1506
Charles Stewart Mott Foundation
Michigan
$1.49M +$1.52M +33,752 New
PNAA
1507
Pictet North America Advisors
Switzerland
$1.49M +$1.51M +33,580 New
MC
1508
Maverick Capital
Texas
$1.48M +$840K +18,700 +126%
AIM
1509
Aspen Investment Management
Michigan
$1.48M -$48.9K -1,089 -3%
TBNY
1510
Trustco Bank (New York)
New York
$1.48M -$52.1K -1,160 -3%
AFG
1511
Albion Financial Group
Utah
$1.48M +$60.6K +1,350 +4%
SAS
1512
Spectrum Advisory Services
Georgia
$1.47M -$60.6K -1,350 -4%
EWM
1513
Endurance Wealth Management
Rhode Island
$1.47M -$13.9K -309 -1%
KCM
1514
KSA Capital Management
New Jersey
$1.46M -$126K -2,800 -8%
SMC
1515
S. Muoio & Co
New York
$1.46M
AHS
1516
Aspiriant Holdings S3
California
$1.46M -$32.2K -717 -2%
FIM
1517
Fruth Investment Management
Texas
$1.46M -$13.5K -300 -0.9%
CC
1518
Cadinha & Co
Hawaii
$1.46M -$80.8K -1,800 -5%
LIM
1519
Leavell Investment Management
Alabama
$1.45M +$49.7K +1,107 +3%
TFF
1520
Timothy F. Fidgeon
$1.45M -$13.5K -300 -0.9%
PHS
1521
Pekin Hardy Strauss
Illinois
$1.45M -$144K -3,210 -9%
GIM
1522
Guardian Investment Management
California
$1.44M +$24.7K +550 +2%
KCA
1523
KR Capital Advisors
New York
$1.44M -$2.15M -47,807 -60%
QCMC
1524
Quantum Capital Management (California)
California
$1.44M -$18.3K -407 -1%
BCM
1525
Boltwood Capital Management
California
$1.44M -$35.9K -800 -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.