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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
PAM
2026
PT Asset Management
Illinois
$164K +$166K +3,700 New
FMP
2027
Financial Management Professionals
Texas
$159K
HSA
2028
Hussman Strategic Advisors
Maryland
$155K
HF
2029
Hoxton Financial
West Virginia
$154K +$33.7K +750 +28%
KCM
2030
Karp Capital Management
California
$154K +$92.9K +2,068 +147%
CPIG
2031
Chicago Partners Investment Group
Illinois
$153K +$718 +16 +0.5%
SGC
2032
South Georgia Capital
Illinois
$151K -$822K -18,300 -84%
N
2033
Nuveen
North Carolina
$148K -$7.41M -164,999 -5%
LWA
2034
Lowe Wealth Advisors
Maryland
$140K -$4.45K -99 -3%
FA
2035
Friess Associates
Delaware
$135K
ACS
2036
Archford Capital Strategies
Illinois
$123K
AFIA
2037
America First Investment Advisors
Nebraska
$118K
RAM
2038
Riggs Asset Management
Pennsylvania
$116K +$5.12K +114 +5%
CWM
2039
Cranbrook Wealth Management
Michigan
$115K
VIA
2040
Vident Investment Advisory
Georgia
$110K -$875K -19,490 -89%
WA
2041
Waverly Advisors
Alabama
$105K
CFN
2042
Cordasco Financial Network
Florida
$102K
HCM
2043
Horrell Capital Management
Arkansas
$102K
RPG
2044
Risk Paradigm Group
Texas
$96.9K +$36.9K +821 +60%
KAS
2045
Kemnay Advisory Services
New York
$93K
HCP
2046
Holt Capital Partners
Texas
$92K
SI
2047
Sentry Investments
Ontario, Canada
$91.1K +$341K +7,600 +0.4%
EDRPMB
2048
Edmond de Rothschild Private Merchant Banking
United Kingdom
$91K +$92.4K +2,058 New
EMA
2049
Efficient Market Advisors
California
$90K +$1.57K +35 +2%
SFPIA
2050
Stevens First Principles Investment Advisors
California
$82K -$584 -13 -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.