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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
JWA
1976
JFS Wealth Advisors
Pennsylvania
$258K +$262K +5,831 New
CCM
1977
Copeland Capital Management
Pennsylvania
$254K +$258K +5,751 New
GAM
1978
Garrison Asset Management
Arkansas
$253K +$6.87K +153 +3%
UF
1979
Univest Financial
Pennsylvania
$252K +$10.4K +231 +4%
GAM
1980
Gould Asset Management
California
$250K +$3.59K +80 +1%
ED
1981
Exane Derivatives
France
$249K -$1.24M -27,633 -83%
LWM
1982
Lenox Wealth Management
Ohio
$249K +$5.07K +113 +2%
CL
1983
CIM LLC
New York
$246K -$12.8K -285 -5%
KL
1984
Kinsight LLC
Alabama
$240K
NPPM
1985
North Point Portfolio Managers
Ohio
$240K
HP
1986
HT Partners
Connecticut
$239K
CFA
1987
Cahill Financial Advisors
Minnesota
$238K -$28.9K -644 -11%
SHWM
1988
Smith & Howard Wealth Management
Georgia
$238K
FNBOMD
1989
First National Bank of Mount Dora
Florida
$236K +$3.37K +75 +1%
FP
1990
Foundry Partners
Minnesota
$235K
WCM
1991
Weatherstone Capital Management
Colorado
$235K
SCP
1992
Syntal Capital Partners
Texas
$234K -$6.11K -136 -3%
TGI
1993
Tradewinds Global Investors
California
$233K -$24.5K -546 -9%
MGAM
1994
McGowan Group Asset Management
Texas
$233K
AAM
1995
Autus Asset Management
Arizona
$232K +$9.7K +216 +4%
UFA
1996
US Financial Advisors
Massachusetts
$227K +$32.6K +727 +16%
SS
1997
Sunbelt Securities
Texas
$226K +$229K +5,096 New
NEPWA
1998
New England Private Wealth Advisors
Massachusetts
$225K -$4.22K -94 -2%
FAG
1999
Financial Advisory Group
Texas
$222K
PTC
2000
Provident Trust Company
Wisconsin
$221K

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.