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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
JMH
576
J.M. Hartwell
New York
$30.1M +$201K +2,750 +0.7%
CG
577
Colony Group
Massachusetts
$30.1M -$527K -7,209 -2%
PCIG
578
Partners Capital Investment Group
Massachusetts
$30.1M +$3.24M +44,341 +12%
CLOS
579
Compagnie Lombard Odier SCmA
Switzerland
$30.1M +$815K +11,160 +3%
AC
580
Ascend Capital
California
$30M -$994K -13,606 -3%
NP
581
NS Partners
United Kingdom
$29.9M +$4.05M +55,403 +16%
DWM
582
Doyle Wealth Management
Florida
$29.9M -$689K -9,435 -2%
AMI
583
Amica Mutual Insurance
Rhode Island
$29.8M
LCP
584
LGT Capital Partners
Switzerland
$29.7M +$1.17M +16,030 +4%
MTC
585
McDaniel Terry & Co
Texas
$29.6M -$178K -2,431 -0.6%
FGP
586
Foyston, Gordon, & Payne
Ontario, Canada
$29.6M +$6.22M +85,176 +27%
PL
587
Parthenon LLC
Kentucky
$29.6M -$61.7K -845 -0.2%
RMA
588
Roffman Miller Associates
Pennsylvania
$29.2M +$71.3K +976 +0.2%
BAM
589
Berkshire Asset Management
Pennsylvania
$29.2M +$27.3K +374 +0.1%
HS
590
Huntington Steele
Pennsylvania
$29.1M -$328K -4,493 -1%
SI
591
Stephens Inc
Arkansas
$28.9M +$1.61M +22,102 +6%
PCA
592
Personal Capital Advisors
California
$28.8M +$1.98M +27,161 +8%
TF
593
TIAA FSB
Florida
$28.6M +$758K +10,377 +3%
RJT
594
Raymond James Trust
Florida
$28.5M -$364K -4,982 -1%
V
595
Veritable
Delaware
$28.4M -$925K -12,668 -3%
ST
596
Sabal Trust
Florida
$28.4M -$1.75M -23,971 -6%
GL
597
GLG LLC
New York
$28.4M +$1.03M +14,067 +4%
LS
598
Livforsakringsbolaget Skandia
Sweden
$28.3M -$1.24M -17,000 -4%
OI
599
Oakbrook Investments
Illinois
$28.1M +$2.99M +40,900 +12%
GJIC
600
Gamble Jones Investment Counsel
California
$28.1M -$397K -5,439 -1%

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.