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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
GHF
1576
Good Harbor Financial
Illinois
$1.24M +$1.26M +28,051 New
IAS
1577
INR Advisory Services
Pennsylvania
$1.24M -$2.25K -50 -0.2%
SGAM
1578
Steinberg Global Asset Management
Florida
$1.24M -$125K -2,776 -9%
BHBT
1579
Burke & Herbert Bank & Trust
Virginia
$1.23M +$46.9K +1,045 +4%
IP
1580
Investment Partners
Ohio
$1.23M -$64.5K -1,437 -5%
CCM
1581
Carlson Capital Management
Minnesota
$1.23M +$135 +3 +0%
RAM
1582
Roanoke Asset Management
New Jersey
$1.22M
MVA
1583
Mount Vernon Associates
Maryland
$1.22M +$26.9K +600 +2%
AFWA
1584
Ancora Family Wealth Advisors
Ohio
$1.22M +$1.24M +27,553 New
AWM
1585
Avior Wealth Management
Nebraska
$1.22M +$1.14M +25,321 +1,154%
PG
1586
Proffitt & Goodson
Tennessee
$1.21M -$3.59K -80 -0.3%
CK
1587
Carnick & Kubik
Colorado
$1.21M +$248K +5,522 +25%
BTNA
1588
Bremer Trust National Association
Minnesota
$1.21M -$125K -2,786 -9%
WA
1589
Winfield Associates
Ohio
$1.2M -$145K -3,224 -11%
DMC
1590
Drexel Morgan & Co
Pennsylvania
$1.2M +$51.3K +1,143 +4%
PCM
1591
Pointe Capital Management
Michigan
$1.2M +$840K +18,704 +225%
FANJ
1592
Financial Architects (New Jersey)
New Jersey
$1.18M +$14.8K +329 +1%
FCIM
1593
Fairview Capital Investment Management
California
$1.18M
PMFA
1594
Plante Moran Financial Advisors
Michigan
$1.17M -$221K -4,928 -16%
TCOO
1595
Trust Company of Oklahoma
Oklahoma
$1.17M -$15.7K -350 -1%
CNC
1596
Citizens & Northern Corp
Pennsylvania
$1.16M -$59.9K -1,335 -5%
NFG
1597
Next Financial Group
Texas
$1.16M -$201K -4,476 -15%
NAM
1598
Needelman Asset Management
California
$1.16M +$1.17M +26,125 New
MGIA
1599
Moneta Group Investment Advisors
Missouri
$1.15M -$618K -13,754 -35%
JDR
1600
Jay D. Rosenbaum
$1.15M

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.