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Microsoft

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
VFP
1926
Verus Financial Partners
Virginia
$315K -$46.8K -1,043 -13%
ZAM
1927
Zevin Asset Management
Massachusetts
$315K -$898 -20 -0.3%
JIP
1928
Jaffetilchin Investment Partners
Florida
$313K +$24K +534 +8%
DAM
1929
Doheny Asset Management
California
$311K
FIM
1930
Fernwood Investment Management
Massachusetts
$310K
SHJ
1931
Sharkey, Howes & Javer
Colorado
$309K +$180 +4 +0.1%
PAS
1932
Professional Advisory Services
Florida
$307K
VIA
1933
Vantage Investment Advisors
Pennsylvania
$305K -$1.26K -28 -0.4%
RIG
1934
Renaissance Investment Group
Massachusetts
$305K
HW
1935
Hancock Whitney
Mississippi
$304K -$2.99M -66,655 -91%
NA
1936
Nottingham Advisors
New York
$304K +$13.6K +302 +5%
CCA
1937
Conestoga Capital Advisors
Pennsylvania
$303K
PG
1938
PEAK6 Group
Illinois
$303K +$307K +6,841 New
RC
1939
RBF Capital
California
$299K
HI
1940
Hudock Inc
Pennsylvania
$297K +$1.35K +30 +0.4%
BCM
1941
Brown Capital Management
Maryland
$296K -$8.98K -200 -3%
AW
1942
Alpha Windward
Massachusetts
$295K -$4.09K -91 -1%
SFS
1943
Summit Financial Strategies
Ohio
$294K
I2I
1944
Insight 2811 Inc
Illinois
$294K +$25.3K +563 +9%
GJCM
1945
Grand Jean Capital Management
California
$293K +$12.3K +275 +4%
WCM
1946
Windsor Capital Management
Arizona
$291K -$7.68K -171 -3%
HFS
1947
Haverford Financial Services
Pennsylvania
$290K -$763 -17 -0.3%
PCM
1948
Palisade Capital Management
New Jersey
$288K -$42.5K -946 -13%
IG
1949
Ithaka Group
Virginia
$288K
LSA
1950
L & S Advisors
California
$284K -$14.2K -316 -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.