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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
Ninety One (UK)
151
Ninety One (UK)
United Kingdom
$243M +$19K +424 +0%
US Bancorp
152
US Bancorp
Minnesota
$241M +$5.14M +114,530 +2%
GIA
153
Gateway Investment Advisers
Ohio
$238M -$5.22M -116,169 -2%
Credit Agricole
154
Credit Agricole
France
$238M +$14.2M +315,872 +6%
PI
155
PGGM Investments
Netherlands
$236M +$1.33M +29,594 +0.6%
AAM
156
Aberdeen Asset Management
United Kingdom
$232M -$7.7M -171,426 -3%
Lord, Abbett & Co
157
Lord, Abbett & Co
New Jersey
$228M +$168M +3,741,772 +264%
Robeco Institutional Asset Management
158
Robeco Institutional Asset Management
Netherlands
$222M +$7.45M +165,987 +3%
ACM
159
Abrams Capital Management
Massachusetts
$220M
Aristotle Capital Management
160
Aristotle Capital Management
California
$215M +$3.6M +80,241 +2%
CCM
161
Causeway Capital Management
California
$213M +$41M +913,743 +31%
SI
162
Scharf Investments
California
$213M -$4.08M -90,780 -2%
RL
163
Ruffer LLP
United Kingdom
$211M +$2.42M +53,854 +1%
TG
164
TCW Group
California
$210M +$20.1M +446,973 +10%
Axa
165
Axa
France
$210M -$9.75M -217,192 -4%
Brown Advisory
166
Brown Advisory
Maryland
$209M +$10.4M +230,936 +5%
D.E. Shaw & Co
167
D.E. Shaw & Co
New York
$205M -$18.6M -414,168 -8%
Aviva
168
Aviva
United Kingdom
$204M -$35M -779,626 -14%
BG
169
Bahl & Gaynor
Ohio
$204M +$17.8M +397,084 +9%
OTPPB
170
Ontario Teachers' Pension Plan Board
Ontario, Canada
$200M -$113M -2,512,840 -36%
OP
171
Oldfield Partners
United Kingdom
$200M -$3.7M -82,400 -2%
MLICM
172
Metropolitan Life Insurance Company (MetLife)
New York
$199M -$5.72M -127,348 -3%
Millennium Management
173
Millennium Management
New York
$199M +$123M +2,730,279 +155%
CLM
174
ClearBridge LLC (Maryland)
Maryland
$197M +$1.18M +26,213 +0.6%
Korea Investment Corp
175
Korea Investment Corp
South Korea
$195M +$24.8M +552,906 +14%

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.