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Microsoft

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
HWA
2501
HCR Wealth Advisors
California
-$3.03M -43,931 Closed
CCMT
2502
CMT Capital Markets Trading
Germany
-$1.99M -27,189 Closed
CAM
2503
CMT Asset Management
Illinois
-$1.98M -27,138 Closed
IA
2504
Icon Advisers
Colorado
-$1.54M -22,300 Closed
BA
2505
Bridgewater Associates
Connecticut
-$1.53M -22,144 Closed
FP
2506
FDO Partners
Massachusetts
-$1.34M -19,448 Closed
CWM
2507
Concert Wealth Management
California
-$1.09M -15,749 Closed
PAS
2508
Park Avenue Securities
New York
-$1.07M -15,330 Closed
LP
2509
LGL Partners
Pennsylvania
-$821K -11,917 Closed
SPWA
2510
SteelBridge Private Wealth Advisors
Florida
-$783K -11,364 Closed
SSCM
2511
Summit Street Capital Management
New York
-$763K -11,063 Closed
RA
2512
Rational Advisors
New York
-$605K -8,772 Closed
TCM
2513
Tuttle Capital Management
Connecticut
-$605K -8,772 Closed
HI
2514
Horizon Investments
North Carolina
-$544K -7,957 Closed
B
2515
Bridgeworth
Alabama
-$560K -7,950 Closed
TI
2516
Trexquant Investment
Connecticut
-$517K -7,500 Closed
QC
2517
QCM Cayman
Texas
-$507K -7,358 Closed
NWM
2518
Northwest Wealth Management
Iowa
-$502K -7,277 Closed
CIM
2519
Cetera Investment Management
California
-$404K -5,936 Closed
OA
2520
Opes Advisors
California
-$402K -5,497 Closed
GEM
2521
Global Endowment Management
North Carolina
-$319K -4,620 Closed
RTS
2522
Round Table Services
New Jersey
-$311K -4,505 Closed
DA
2523
Doliver Advisors
Texas
-$310K -4,498 Closed
PHK
2524
Point72 Hong Kong
Hong Kong
-$294K -4,265 Closed
BO
2525
Bach Option
Hong Kong
-$299K -4,098 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.