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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
ARM
1876
Adirondack Research & Management
New York
$384K -$4.49K -100 -1%
AF
1877
Adirondack Funds
New York
$384K +$390K +8,675 New
SI
1878
Scout Investments
Missouri
$382K +$20.8K +463 +6%
PCM
1879
Perkins Capital Management
Minnesota
$379K +$80.8K +1,800 +27%
HIM
1880
Hutchens Investment Management
New Hampshire
$378K +$135 +3 +0%
MFS
1881
McNamara Financial Services
Massachusetts
$378K +$135 +3 +0%
SWA
1882
SFMG Wealth Advisors
Texas
$374K +$18.8K +418 +5%
NAM
1883
Nichols Asset Management
Massachusetts
$372K
RMAM
1884
Raab & Moskowitz Asset Management
New Jersey
$371K +$31K +691 +9%
GC
1885
Gratus Capital
Georgia
$369K -$152K -3,392 -29%
AC
1886
Alexandria Capital
Virginia
$368K -$5.39K -120 -1%
F
1887
FutureAdvisor
California
$366K +$9.97K +222 +3%
MUS
1888
Mitsubishi UFJ Securities
Japan
$366K +$21.1K +470 +6%
HCM
1889
Hengehold Capital Management
Ohio
$365K +$2.65K +59 +0.7%
KA
1890
Klingman & Associates
New York
$359K -$28.6K -636 -7%
PBT
1891
Pictet Bank & Trust
Bahamas
$359K +$364K +8,117 New
UAS
1892
United Asset Strategies
New York
$354K -$85.7K -1,909 -19%
BFA
1893
Beaumont Financial Advisors
Massachusetts
$354K
HCM
1894
Harvey Capital Management
Florida
$354K
GHAM
1895
Gilman Hill Asset Management
Connecticut
$352K -$5.16K -115 -1%
FUBT
1896
First United Bank & Trust
Maryland
$350K -$20.2K -450 -5%
CCG
1897
Chatham Capital Group
Georgia
$349K +$23.4K +521 +7%
EWM
1898
Evermay Wealth Management
Virginia
$346K +$31.4K +700 +10%
CRC
1899
Curi RMB Capital
Illinois
$345K +$2.52K +56 +0.7%
SIMM
1900
Stillwater Investment Management (Minnesota)
Minnesota
$342K +$2.47K +55 +0.7%

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.