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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
AF
2001
Affiance Financial
Minnesota
$220K +$314 +7 +0.1%
MCM
2002
MV Capital Management
Maryland
$218K
WRM
2003
Weybosset Research & Management
Rhode Island
$217K
CM
2004
Churchill Management
California
$215K +$218K +4,848 New
CA
2005
Cortland Associates
Missouri
$213K
CIC
2006
Chilton Investment Company
Connecticut
$213K +$216K +4,815 New
USGIU
2007
U.S. Global Investors (USGI)
Texas
$212K
ESBC
2008
E.S. Barr & Co
Kentucky
$211K -$27K -602 -11%
CCM
2009
Canal Capital Management
Virginia
$210K -$1.11M -24,644 -84%
LWA
2010
Lenox Wealth Advisors
New York
$210K +$159K +3,538 +291%
AEPG
2011
American Economic Planning Group
New Jersey
$208K +$211K +4,707 New
CCM
2012
Condor Capital Management
New Jersey
$205K +$3.14K +70 +2%
MP
2013
Manifold Partners
California
$204K -$655K -14,590 -76%
KP
2014
Keel Point
Alabama
$204K +$8.98K +200 +5%
SAM
2015
Selway Asset Management
$204K +$207K +4,600 New
TSU
2016
TD Securities (USA)
New York
$202K -$147M -3,271,669 -100%
KIA
2017
King Investment Advisors
Texas
$202K -$1.01M -22,587 -83%
ECM
2018
Exchange Capital Management
Michigan
$200K +$202K +4,508 New
KF
2019
Krilogy Financial
Missouri
$183K +$186K +4,143 New
BCA
2020
Bray Capital Advisors
Florida
$181K +$37.9K +844 +26%
CM
2021
Castleark Management
Illinois
$177K
VNA
2022
Valley National Advisers
Pennsylvania
$176K +$90 +2 +0.1%
BBPWM
2023
Blue Bell Private Wealth Management
Pennsylvania
$171K -$8.98K -200 -5%
CFG
2024
CKW Financial Group
Hawaii
$165K -$102K -2,267 -38%
NCM
2025
Nelson Capital Management
California
$165K

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.