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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
MTIM
2126
Marathon Trading Investment Management
Pennsylvania
-$1.36M -30,347 Closed
AH
2127
Achievement Holdings
Illinois
-$1.01K -22,900 Closed
TT
2128
Tiedemann Trust
Delaware
-$1.01M -22,813 Closed
ACI
2129
Advance Capital I
Michigan
-$945K -21,400 Closed
ICM
2130
Ionic Capital Management
New York
-$845K -18,826 Closed
Fuller & Thaler Asset Management
2131
Fuller & Thaler Asset Management
California
-$800K -18,131 Closed
AA
2132
ALPS Advisors
Colorado
-$600K -13,596 Closed
CI
2133
CAZ Investments
Texas
-$585K -13,257 Closed
CS
2134
Comerica Securities
Michigan
-$583K -13,205 Closed
TC
2135
TradeLink Capital
Illinois
-$559K -12,657 Closed
Verition Fund Management
2136
Verition Fund Management
Connecticut
-$551K -12,484 Closed
Capstone Investment Advisors
2137
Capstone Investment Advisors
New York
-$515K -11,463 Closed
BL
2138
Bolton LP
Connecticut
-$496K -11,224 Closed
LA
2139
Lucus Advisors
New York
-$484K -10,965 Closed
BCM
2140
Beck Capital Management
Texas
-$459K -10,400 Closed
KA
2141
KLCM Advisors
Wisconsin
-$447K -10,114 Closed
DTL
2142
Dynamic Technology Lab
Singapore
-$433K -9,800 Closed
GCA
2143
Gideon Capital Advisors
New York
-$332K -7,522 Closed
DAS
2144
Dynamic Advisor Solutions
Arizona
-$290K -6,572 Closed
FIM
2145
Friedberg Investment Management
Texas
-$272K -6,170 Closed
CCMT
2146
CMT Capital Markets Trading
Germany
-$253K -5,636 Closed
EGM
2147
Engineers Gate Manager
New York
-$247K -5,600 Closed
AWM
2148
Affinity Wealth Management
Delaware
-$244K -5,537 Closed
KIM
2149
Karpus Investment Management
New York
-$237K -5,372 Closed
QAM
2150
Quantres Asset Management
Cayman Islands
-$230K -5,200 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.