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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$20.6B +$36.6M +814,983 +0.2%
Capital World Investors
2
Capital World Investors
California
$16.1B +$463M +10,308,067 +3%
State Street
3
State Street
Massachusetts
$13.4B -$358M -7,982,646 -3%
BIT
4
BlackRock Institutional Trust
California
$9.11B -$143M -3,191,145 -2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$7.61B +$1.57B +34,946,210 +26%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$6.97B +$832M +18,522,978 +13%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$5.99B -$125M -2,779,216 -2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$5.79B -$914M -20,348,064 -13%
Franklin Resources
9
Franklin Resources
California
$4.59B +$293M +6,534,696 +7%
Northern Trust
10
Northern Trust
Illinois
$4.59B -$172M -3,822,818 -4%
JP Morgan Chase
11
JP Morgan Chase
New York
$4.54B -$254M -5,658,613 -5%
BFA
12
BlackRock Fund Advisors
California
$4.36B -$29.7M -660,574 -0.7%
Invesco
13
Invesco
Georgia
$4.27B -$49.2M -1,096,605 -1%
VH
14
ValueAct Holdings
California
$3.33B +$74.6K +1,662 +0%
Dodge & Cox
15
Dodge & Cox
California
$3.31B -$315M -7,009,320 -9%
Norges Bank
16
Norges Bank
Norway
$2.98B +$31.6M +702,756 +1%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$2.97B +$259K +5,762 +0%
BG
18
BlackRock Group
United Kingdom
$2.82B +$5.37M +119,641 +0.2%
Primecap Management
19
Primecap Management
California
$2.64B -$144M -3,197,524 -5%
Wells Fargo
20
Wells Fargo
California
$2.35B +$55.6M +1,238,917 +2%
Bank of America
21
Bank of America
North Carolina
$2.33B +$767M +17,083,778 +48%
Ameriprise
22
Ameriprise
Minnesota
$2.15B -$71.2M -1,585,184 -3%
Morgan Stanley
23
Morgan Stanley
New York
$2.15B -$114M -2,539,611 -5%
Goldman Sachs
24
Goldman Sachs
New York
$1.94B +$479M +10,665,572 +32%
AllianceBernstein
25
AllianceBernstein
Tennessee
$1.84B +$163M +3,634,360 +10%

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.