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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
WAS
2076
Winch Advisory Services
Wisconsin
$23K +$45 +1 +0.2%
SAC
2077
Smith Affiliated Capital
New York
$22.1K
AA
2078
Apriem Advisors
California
$19K -$30.6K -681 -61%
BCI
2079
Brinker Capital Investments
Pennsylvania
$19K +$898 +20 +5%
P
2080
Palladiem
Pennsylvania
$18K -$8.98K -200 -33%
CIM
2081
Cambria Investment Management
California
$18K
PFG
2082
Pacific Financial Group
Washington
$18K
TWMP
2083
Taylor Wealth Management Partners
Massachusetts
$16K -$36.6K -816 -69%
FIG
2084
Fusion Investment Group
Pennsylvania
$15K +$15.4K +343 New
FNBOO
2085
First National Bank of Omaha
Nebraska
$14.4K +$6.47K +144 +0%
MAS
2086
Madden Advisory Services
Florida
$13K
NMIS
2087
Northwestern Mutual Investment Services
Wisconsin
$12K +$11.8K +262 New
JAM
2088
Jolley Asset Management
North Carolina
$10K
SAM
2089
Shamrock Asset Management
Texas
$8K +$6.74K +150 +385%
SGAM
2090
Smith Group Asset Management
Texas
$3K
FMA
2091
FNY Managed Accounts
New York
$2.21K -$20.2K -450 -90%
NHFG
2092
New Harbor Financial Group
Massachusetts
$2K
SEC
2093
Seven Eight Capital
New York
$2K +$1.57K +35 New
Renaissance Technologies
2094
Renaissance Technologies
New York
-$306M -6,935,684 Closed
N
2095
Natixis
France
-$175M -3,955,427 Closed
BKBG
2096
BHF Kleinwort Benson Group
Belgium
-$74.2M -1,681,179 Closed
TP
2097
Theleme Partners
United Kingdom
-$71.2M -1,612,000 Closed
PIM
2098
Platinum Investment Management
Australia
-$67.3M -1,524,385 Closed
NC
2099
Nevsky Capital
United Kingdom
-$53.4M -1,208,912 Closed
Arrowstreet Capital
2100
Arrowstreet Capital
Massachusetts
-$47.5M -1,075,458 Closed

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.