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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
ECM
1526
EagleClaw Capital Management
Massachusetts
$1.44M
PFS
1527
Prospera Financial Services
Texas
$1.43M +$37.4K +833 +3%
SFU
1528
Stonehage Fleming (UK)
United Kingdom
$1.43M -$22.5K -500 -2%
PWMAG
1529
Pinnacle Wealth Management Advisory Group
New Jersey
$1.43M +$1.57K +35 +0.1%
SNBOSCI
1530
Security National Bank of Sioux City Iowa
Iowa
$1.43M +$3.82K +85 +0.3%
SHCM
1531
Stokes & Hubbell Capital Management
Louisiana
$1.42M +$1.44M +32,172 New
MMCM
1532
Marque Millennium Capital Management
New York
$1.42M -$274K -6,100 -16%
CPS
1533
Counsel Portfolio Services
Ontario, Canada
$1.42M
LWM
1534
LBA Wealth Management
Florida
$1.42M -$78.1K -1,739 -5%
CG
1535
Caprock Group
Idaho
$1.41M +$419K +9,333 +41%
NIM
1536
Northeast Investment Management
Massachusetts
$1.4M +$60.1K +1,339 +4%
EHWM
1537
Eads & Heald Wealth Management
Georgia
$1.39M -$34.7K -772 -2%
SCM
1538
Schnieders Capital Management
California
$1.39M +$823K +18,320 +140%
DVM
1539
Dreman Value Management
Florida
$1.39M -$5.7K -127 -0.4%
SC
1540
Searle & Co
Connecticut
$1.39M
RSS
1541
Rosenblum Silverman Sutton
California
$1.38M -$33K -736 -2%
Marshall Wace
1542
Marshall Wace
United Kingdom
$1.36M -$2.5M -55,690 -64%
NBC
1543
Neuberger Berman Canada
Ontario, Canada
$1.36M +$111K +2,476 +9%
MWP
1544
MYCIO Wealth Partners
Pennsylvania
$1.35M -$16.3K -364 -1%
JFA
1545
JNBA Financial Advisors
Minnesota
$1.35M +$123K +2,745 +10%
CFMC
1546
Curbstone Financial Management Corp
New Hampshire
$1.35M +$6.74K +150 +0.5%
RP
1547
Reinhart Partners
Wisconsin
$1.35M +$932K +20,764 +215%
SRCM
1548
Swift Run Capital Management
Virginia
$1.34M +$155K +3,450 +13%
FAM
1549
Formidable Asset Management
Ohio
$1.34M -$33K -736 -2%
IIA
1550
IPG Investment Advisors
California
$1.33M

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.