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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
WI
501
Wafra Inc
New York
$39.5M -$726K -9,935 -2%
PCM
502
Polaris Capital Management
Massachusetts
$39.5M +$3.07M +42,050 +9%
FCI
503
Financial Counselors Inc
Kansas
$39.4M +$2.46M +33,700 +7%
FMW
504
Farr Miller & Washington
District of Columbia
$39.3M -$309K -4,229 -0.8%
SF
505
Synovus Financial
Georgia
$38.7M -$665K -9,100 -2%
UB
506
UMB Bank
Missouri
$38.6M -$230K -3,148 -0.6%
WP
507
WMS Partners
Maryland
$38.1M -$309K -4,231 -0.8%
WMC
508
Westwood Management Corporation
Illinois
$37.7M +$190K +2,600 +0.5%
RG
509
Rathbones Group
United Kingdom
$37.6M -$73.9K -1,012 -0.2%
WFMPM
510
Woodley Farra Manion Portfolio Management
Indiana
$37.5M -$1.65M -22,613 -4%
ORI
511
Oak Ridge Investments
Illinois
$37.4M -$3.3M -45,119 -8%
SCP
512
Seizert Capital Partners
Michigan
$37.3M -$2.62M -35,924 -7%
SAC
513
Smith Affiliated Capital
New York
$37.2M
RG
514
Renaissance Group
Kentucky
$37.2M +$552K +7,553 +2%
PFM
515
Parsec Financial Management
North Carolina
$37.1M -$392K -5,371 -1%
BF
516
BOK Financial
Oklahoma
$37.1M +$2.42M +33,157 +7%
CMG
517
Cavalry Management Group
California
$36.9M +$26.7M +365,709 +282%
PTC
518
Philadelphia Trust Company
Pennsylvania
$36.9M +$1.06M +14,559 +3%
DIA
519
Dana Investment Advisors
Wisconsin
$36.9M -$3.64M -49,823 -9%
Parallax Volatility Advisers
520
Parallax Volatility Advisers
California
$36.7M -$33.1M -453,105 -48%
BAM
521
Barrett Asset Management
New York
$36.3M +$488K +6,680 +1%
Cambridge Investment Research Advisors
522
Cambridge Investment Research Advisors
Iowa
$36.3M +$1.67M +22,918 +5%
GD
523
Grandfield & Dodd
New York
$36.3M -$1.82M -24,980 -5%
FNBOO
524
First National Bank of Omaha
Nebraska
$36.3M +$574K +7,862 +2%
SM
525
SCGE Management
California
$36.1M

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.