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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
BCM
1801
Brookstone Capital Management
Illinois
$523K -$64.6K -1,439 -11%
WIC
1802
Wilkins Investment Counsel
Massachusetts
$522K
MCWS
1803
McKinley Carter Wealth Services
West Virginia
$517K -$219K -4,867 -29%
SC
1804
Schulhoff & Co
Ohio
$517K
CW
1805
Cobiz Wealth
Colorado
$514K +$22.5K +500 +4%
LBG
1806
Lloyds Banking Group
United Kingdom
$512K -$47.9K -1,067 -8%
FC
1807
Forte Capital
New York
$511K -$318K -7,072 -38%
HFM
1808
Hartford Financial Management
Connecticut
$511K +$89.8K +2,000 +21%
PAG
1809
Pinnacle Advisory Group
Maryland
$509K +$36K +802 +7%
FNBSF
1810
First National Bank Sioux Falls
South Dakota
$506K
CCC
1811
Chelsea Counsel Company
California
$506K +$6.02K +134 +1%
NCM
1812
Novare Capital Management
North Carolina
$504K -$102K -2,271 -17%
TSWM
1813
Triangle Securities Wealth Management
North Carolina
$504K +$36.1K +804 +8%
ABTD
1814
Arvest Bank Trust Division
Oklahoma
$504K +$90.5K +2,016 +21%
CCB
1815
Cutter & Co Brokerage
Missouri
$502K -$23.8K -530 -4%
BOS
1816
Bank of Stockton
California
$501K +$13.5K +300 +3%
CFS
1817
Commonwealth Financial Services
West Virginia
$500K
EA
1818
Emerald Advisers
Pennsylvania
$500K +$508K +11,307 New
TWM
1819
Torch Wealth Management
Ohio
$492K +$45 +1 +0%
GCP
1820
GSA Capital Partners
United Kingdom
$490K -$3.44M -76,519 -87%
KLWA
1821
Kelly Lawrence W & Associates
California
$488K -$26.9K -600 -5%
MPM
1822
Meritage Portfolio Management
Kansas
$485K -$8.98K -200 -2%
SAM
1823
Summit Asset Management
Tennessee
$485K +$584 +13 +0.1%
PAMG
1824
Patton Albertson Miller Group
Tennessee
$478K -$84.6K -1,883 -15%
AWA
1825
ARS Wealth Advisors
Florida
$478K -$26.5K -591 -5%

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.