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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
ST
1701
Spot Trading
Illinois
$769K -$166K -3,689 -18%
Koshinski Asset Management
1702
Koshinski Asset Management
Illinois
$765K -$44.6K -994 -5%
AB
1703
Atlas Brown
Kentucky
$764K +$269 +6 +0%
TA
1704
Tiedemann Advisors
New York
$764K +$775K +17,260 New
NEIRG
1705
New England Investment & Retirement Group
Massachusetts
$758K -$6.51K -145 -0.8%
CMANY
1706
Capital Management Associates (New York)
New York
$747K -$32.6K -725 -4%
TIC
1707
Trees Investment Counsel
Illinois
$747K -$28.5K -634 -4%
NC
1708
NewSquare Capital
Pennsylvania
$747K -$1.35K -30 -0.2%
CL
1709
CSS LLC
Illinois
$742K +$26.9K +600 +4%
MC
1710
Miles Capital
Iowa
$738K -$17.4K -387 -2%
NFG
1711
Nadler Financial Group
Illinois
$735K +$6.56K +146 +0.9%
GCM
1712
Graham Capital Management
Connecticut
$735K +$451K +10,050 +153%
BFPW
1713
BOK Financial Private Wealth
Colorado
$728K
BCMIO
1714
Beacon Capital Management Inc (Ohio)
Ohio
$727K -$17.6K -392 -2%
PWM
1715
Perigon Wealth Management
California
$722K -$39.7K -885 -5%
BPCE
1716
Bank Pictet & Cie (Europe)
Germany
$722K +$733K +16,323 New
RWA
1717
River Wealth Advisors
Pennsylvania
$721K -$6.51K -145 -0.9%
DW
1718
Domani Wealth
Pennsylvania
$720K +$16.1K +359 +2%
EDRS
1719
Edmond de Rothschild (Suisse)
Switzerland
$715K -$209K -4,650 -22%
JPTCCM
1720
J.P. Turner & Co Capital Management
Georgia
$715K -$12.7K -283 -2%
Manulife (Manufacturers Life Insurance)
1721
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$712K -$29.1M -648,013 -4%
HK
1722
Horizon Kinetics
New York
$703K -$69.6K -1,550 -9%
DM
1723
Diker Management
New York
$701K -$44.9K -1,000 -6%
MWM
1724
Mission Wealth Management
California
$700K -$76.2K -1,697 -10%
IH
1725
IFC Holdings
Florida
$700K +$8.22K +183 +1%

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.