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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
OA
1776
Outfitter Advisors
Virginia
$570K +$2.25K +50 +0.4%
NYLT
1777
New York Life Trust
New York
$569K +$35.2K +783 +6%
HIM
1778
Hermes Investment Management
United Kingdom
$562K -$5.01M -111,596 -90%
NP
1779
NorthRock Partners
Minnesota
$558K -$1.33M -29,518 -70%
CWM
1780
Confluence Wealth Management
Oregon
$556K -$48.3K -1,076 -8%
PA
1781
Planning Alternatives
Michigan
$556K
FI
1782
FormulaFolio Investments
Michigan
$555K -$90.6K -2,017 -14%
WG
1783
Welch Group
Alabama
$551K -$7.72K -172 -1%
FWSM
1784
First Wilshire Securities Management
California
$547K -$22.5K -500 -4%
RIM
1785
Regent Investment Management
Kentucky
$545K +$80.8K +1,800 +17%
ZCI
1786
Zevenbergen Capital Investments
Washington
$543K +$157K +3,500 +40%
EWA
1787
EP Wealth Advisors
California
$542K -$61.1K -1,361 -10%
AWP
1788
Ascent Wealth Partners
New York
$542K -$33.2K -740 -6%
AIM
1789
Arcadia Investment Management
Michigan
$540K +$16.4K +366 +3%
PFC
1790
Phocas Financial Corp
California
$538K +$58.3K +1,299 +12%
NCM
1791
Northroad Capital Management
New York
$537K -$19.1K -425 -3%
BIAS
1792
Beacon Investment Advisory Services
New Jersey
$534K -$138K -3,080 -20%
RC
1793
Reik & Co
New York
$533K
SIA
1794
Starfire Investment Advisers
Michigan
$529K +$584 +13 +0.1%
TNB
1795
Thomasville National Bank
Georgia
$528K +$9.52K +212 +2%
CFA
1796
CT Financial Advisors
Pennsylvania
$527K -$41.7K -928 -7%
RCM
1797
Reynolds Capital Management
Nevada
$527K +$534K +11,900 New
RFA
1798
Reilly Financial Advisors
California
$525K -$67.4K -1,500 -11%
PIM
1799
Parasol Investment Management
Illinois
$524K -$235K -5,244 -31%
CHP
1800
Cable Hill Partners
Oregon
$524K -$82.8K -1,844 -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.