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
WIM
1551
Weitz Investment Management
Nebraska
$1.33M -$449K -10,000 -25%
UFG
1552
United Fire Group
Iowa
$1.33M
HH
1553
Hilltop Holdings
Texas
$1.32M +$30.6K +682 +2%
FPCP
1554
Fort Point Capital Partners
California
$1.32M -$130K -2,898 -9%
FHC
1555
First Heartland Consultants
Missouri
$1.31M -$112K -2,484 -8%
IA
1556
Icon Advisers
Colorado
$1.31M
BP
1557
Ballentine Partners
Massachusetts
$1.31M +$162K +3,600 +14%
MCC
1558
Mid Continent Capital
Illinois
$1.3M
LPT
1559
Legacy Private Trust
Wisconsin
$1.3M -$178K -3,961 -12%
KS
1560
Karpas Strategies
Connecticut
$1.3M +$1.57K +35 +0.1%
WCM
1561
Wunderlich Capital Managemnt
Tennessee
$1.3M -$9.21K -205 -0.7%
SAMC
1562
Spectrum Asset Management (California)
California
$1.3M +$8.98K +200 +0.7%
EAM
1563
Evanson Asset Management
California
$1.29M +$13.6K +303 +1%
1GA
1564
1st Global Advisors
Texas
$1.29M +$64.3K +1,431 +5%
ATC
1565
Adirondack Trust Company
New York
$1.29M -$21K -468 -2%
SG
1566
Somerset Group
Minnesota
$1.29M +$7K +156 +0.5%
PIMJS
1567
PKO Investment Management Joint-Stock
Poland
$1.29M
KPCM
1568
Kings Point Capital Management
New York
$1.27M +$370K +8,243 +40%
DCM
1569
Dinsmore Capital Management
New Jersey
$1.27M
BIM
1570
Barton Investment Management
Pennsylvania
$1.26M +$22.9K +510 +2%
CBT
1571
Central Bank & Trust
Kentucky
$1.25M +$227K +5,048 +22%
DSC
1572
Duncker Streett & Co
Missouri
$1.25M +$113K +2,506 +10%
SIM
1573
Sonora Investment Management
Arizona
$1.25M +$1.32M +29,311 New
WWM
1574
Willingdon Wealth Management
North Carolina
$1.24M -$11.6K -258 -0.9%
PCMC
1575
Paragon Capital Management (Colorado)
Colorado
$1.24M +$216K +4,800 +21%

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.