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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
QCG
1601
Quadrant Capital Group
Ohio
$1.14M +$26.7K +595 +2%
SCM
1602
Seamans Capital Management
Massachusetts
$1.12M
HIC
1603
Hartline Investment Corp
Illinois
$1.12M -$2.4M -53,418 -68%
POA
1604
Pergamon Offshore Advisors
New York
$1.12M
FCFC
1605
First Commonwealth Financial Corp
Pennsylvania
$1.11M +$21.6K +481 +2%
VWM
1606
Vector Wealth Management
Minnesota
$1.11M -$3.64K -81 -0.4%
MS
1607
Marshall & Sullivan
Washington
$1.11M -$2.69K -60 -0.3%
LCM
1608
Liberty Capital Management
Michigan
$1.09M -$221K -4,930 -17%
MIC
1609
Meridian Investment Counsel
California
$1.09M -$71.8K -1,600 -6%
SFT
1610
Simmons First Trust
Arkansas
$1.09M +$126K +2,801 +13%
NERM
1611
New England Research & Management
Illinois
$1.09M -$47.1K -1,050 -4%
IFB
1612
iAB Financial Bank
Indiana
$1.09M -$44.9K -1,000 -4%
MHS
1613
M Holdings Securities
Oregon
$1.09M -$128K -2,860 -10%
GT
1614
Greenleaf Trust
Michigan
$1.08M +$53.1K +1,182 +5%
ITIM
1615
Indiana Trust & Investment Management
Indiana
$1.07M
SCG
1616
Sonata Capital Group
Washington
$1.06M -$86.5K -1,927 -7%
CNFG
1617
Creegan & Nassoura Financial Group
New Hampshire
$1.06M -$7.81K -174 -0.7%
SGH
1618
Schonfeld Group Holdings
New York
$1.06M +$529K +11,771 +97%
DLHL
1619
Donald L. Hagan LLC
Florida
$1.06M +$629K +14,015 +143%
BCM
1620
Bourgeon Capital Management
Connecticut
$1.05M -$5.75K -128 -0.5%
IFS
1621
Ifrah Financial Services
Arkansas
$1.05M -$12.1K -270 -1%
OCG
1622
Opus Capital Group
Ohio
$1.05M +$140K +3,124 +15%
FHC
1623
First Houston Capital
Texas
$1.04M +$391K +8,700 +59%
IPC
1624
Independent Portfolio Consultants
Florida
$1.03M +$54.4K +1,212 +5%
ARMC
1625
American Research & Management Company
Massachusetts
$1.03M +$90 +2 +0%

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.