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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
KIG
1826
Kovitz Investment Group
Illinois
$478K -$18.9K -421 -4%
HWA
1827
Heritage Wealth Advisors
Virginia
$473K +$42.6K +948 +10%
BOS
1828
Bingham Osborn & Scarborough
California
$472K -$145K -3,236 -23%
SAA
1829
Southeast Asset Advisors
Georgia
$469K +$7.86K +175 +2%
WA
1830
WealthTrust-Arizona
Arizona
$461K
KWMG
1831
King Wealth Management Group
Florida
$460K +$539 +12 +0.1%
ACM
1832
Alethea Capital Management
Washington
$449K +$13.3K +297 +3%
KA
1833
Kovack Advisors
Florida
$445K +$21.3K +474 +5%
SFM
1834
Signature Financial Management
Virginia
$444K -$558K -12,430 -55%
GCIA
1835
Gabelli & Co Investment Advisers
New York
$443K
DOA
1836
D'Orazio & Associates
Virginia
$440K -$7.18K -160 -2%
SAM
1837
Security Asset Management
New York
$439K
FWP
1838
FAS Wealth Partners
Kansas
$438K +$11.5K +256 +3%
NCM
1839
Northside Capital Management
Oregon
$436K
GVT
1840
Genesee Valley Trust
New York
$436K +$898 +20 +0.2%
HCM
1841
Highlander Capital Management
New Jersey
$435K
CAI
1842
Capital Advisors Inc
Oklahoma
$434K -$7.05K -157 -2%
OHS
1843
Odey Holdings (Switzerland)
Switzerland
$431K -$39.6K -881 -8%
AI
1844
Accredited Investors
Minnesota
$431K -$4.04K -90 -0.9%
ANBT
1845
American National Bank & Trust
Texas
$430K +$302K +6,718 +224%
GWI
1846
Grace & White Inc
New York
$428K
LFA
1847
Landmark Financial Advisors
Kentucky
$422K +$314 +7 +0.1%
FHB
1848
First Hawaiian Bank
Hawaii
$422K +$49.1K +1,094 +13%
CAS
1849
CTC Alternative Strategies
Illinois
$420K +$427K +9,500 New
CIC
1850
Cornercap Investment Counsel
Georgia
$420K +$629 +14 +0.1%

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.