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2,485 hedge funds and large institutions have $427B invested in Microsoft in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 965 increasing their positions, 1,195 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 55

8% more capital invested

Capital invested by funds: $395B → $427B (+$31.4B)

4% more funds holding in top 10

Funds holding in top 10: 939978 (+39)

0% more funds holding

Funds holding: 2,4742,485 (+11)

0.12% more ownership

Funds ownership: 74.25%74.37% (+0.12%)

14% less call options, than puts

Call options by funds: $4.1B | Put options by funds: $4.77B

19% less repeat investments, than reductions

Existing positions increased: 965 | Existing positions reduced: 1,195

Holders
2,485
Holders Change
+11
Holders Change %
+0.44%
% of All Funds
61.94%
Holding in Top 10
978
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+4.15%
% of All Funds
24.38%
New
92
Increased
965
Reduced
1,195
Closed
55
Calls
$4.1B
Puts
$4.77B
Net Calls
-$675M
Net Calls Change
-$285M
Name Holding Trade Value Shares
Change
Change in
Stake
AWMS
2476
Advocacy Wealth Management Services
Georgia
$12K
OAJ
2477
Ogorek Anthony Joseph
New York
$11K +$73 +1 +0.7%
ABFS
2478
Appropriate Balance Financial Services
Washington
$10.8K +$11.7K +160 +25%
CT
2479
Chicago Trust
Illinois
$5.87K -$546K -7,481 -9%
PWPCM
2480
Perella Weinberg Partners Capital Management
New York
$5.12K +$2.36M +32,299 +89%
WPC
2481
White Pine Capital
Minnesota
$4.03K -$56.6K -775 -1%
WFI
2482
West Family Investments
California
$3.16K
CMBA
2483
C.M. Bidwell & Associates
Hawaii
$3K
SSA
2484
South Street Advisors
New York
$789
CG
2485
Corundum Group
Colorado
$753 +$71.3K +976 +11%
RCM
2486
RB Capital Management
Nevada
$670 +$77.4K +1,060 +13%
TCM
2487
Tetrem Capital Management
Manitoba, Canada
-$83.3M -1,208,596 Closed
TGA
2488
Trilogy Global Advisors
Florida
-$25.6M -371,446 Closed
CWP
2489
Capital Wealth Planning
Florida
-$16.4M -238,530 Closed
AIL
2490
AGF Investments LLC
Ontario, Canada
-$16.3M -236,551 Closed
Marshall Wace
2491
Marshall Wace
United Kingdom
-$12.5M -181,154 Closed
MTIM
2492
Marathon Trading Investment Management
Pennsylvania
-$12.9M -176,633 Closed
Capital Fund Management (CFM)
2493
Capital Fund Management (CFM)
France
-$8.43M -115,387 Closed
HHMI
2494
Howard Hughes Medical Institute
Maryland
-$6.74M -97,717 Closed
BCM
2495
BBT Capital Management
Texas
-$4.83M -70,000 Closed
UONDDL
2496
University of Notre Dame du Lac
Indiana
-$4.29M -62,271 Closed
SCA
2497
Salient Capital Advisors
Texas
-$3.96M -57,421 Closed
Fuller & Thaler Asset Management
2498
Fuller & Thaler Asset Management
California
-$3.52M -51,100 Closed
PP
2499
Peconic Partners
New York
-$3.45M -50,000 Closed
WA
2500
Wasatch Advisors
Utah
-$3.25M -47,224 Closed

MSFT Hedge Fund Activity: Q3 2017 in Review

2,485 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q3 2017, worth a combined $427B — up 8% from $395B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new MSFT positions and 55 closed out — a net gain of 37 holders — while 965 added to existing stakes and 1,195 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.48B. The largest seller was Capital World Investors, cutting an estimated $988M.

  • 2,485 institutional investors held Microsoft (MSFT) as of Q3 2017, up from 2,474 in Q2 2017.
  • Funds reported $427B of Microsoft stock for Q3 2017, up 8% quarter-over-quarter.
  • 92 funds opened new Microsoft positions in Q3 2017 and 55 closed out, a net change of +37 holders.
  • The largest Microsoft buyer in Q3 2017 was T. Rowe Price Associates, an estimated $1.48B added.
  • The largest Microsoft seller in Q3 2017 was Capital World Investors, an estimated $988M sold.

Based on aggregated 13F filings for Q3 2017.