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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
AIP
601
ARS Investment Partners
New York
$28M -$2.19M -29,972 -7%
ACH
602
ArrowMark Colorado Holdings
Colorado
$28M -$1.23M -16,800 -4%
CPIM
603
Columbia Partners Investment Management
Virginia
$28M -$2.46M -33,681 -8%
CCP
604
Clough Capital Partners
Massachusetts
$27.6M +$6.33M +86,700 +31%
CCM
605
Compass Capital Management
Minnesota
$27.3M -$668K -9,145 -2%
DMIC
606
Dixon Mitchell Investment Counsel
British Columbia, Canada
$27.2M -$392K -5,370 -1%
PAG
607
Private Advisor Group
New Jersey
$27.1M +$2.98M +40,741 +13%
BPB
608
Badgley, Phelps & Bell
Washington
$27.1M +$871K +11,920 +3%
CIP
609
Chartwell Investment Partners
Pennsylvania
$27M +$618K +8,455 +2%
ELI
610
Empire Life Investments
Ontario, Canada
$26.9M -$1.21M -16,546 -4%
ISL
611
Ingalls & Snyder LLC
New York
$26.9M +$368K +5,032 +1%
PMAM
612
Picton Mahoney Asset Management
Ontario, Canada
$26.7M -$2.5M -34,275 -9%
GAM
613
GVO Asset Management
Switzerland
$26.6M -$5.22M -71,500 -17%
WTC
614
WhitTier Trust Company
Nevada
$26.6M +$142K +1,948 +0.5%
KIA
615
KCM Investment Advisors
California
$26.6M +$800K +10,958 +3%
TCM
616
Tradewinds Capital Management
Washington
$26.6M -$621K -8,499 -2%
KWILP
617
Kiwi Wealth Investments Limited Partnership
New Zealand
$26.5M +$5.06M +69,327 +24%
CAI
618
Capital Advisors Inc
Oklahoma
$26.5M +$12M +163,736 +85%
AAM
619
Ardevora Asset Management
United Kingdom
$26.4M -$1.81M -24,800 -7%
WB
620
WesBanco Bank
West Virginia
$26.4M -$164K -2,248 -0.6%
CAM
621
Close Asset Management
United Kingdom
$26.2M -$1.84M -25,168 -7%
MAA
622
Matrix Asset Advisors
New York
$26.1M -$331K -4,537 -1%
HAM
623
Honeycomb Asset Management
New York
$26.1M +$14.6M +200,000 +133%
CFG
624
Citizens Financial Group
Rhode Island
$25.9M +$2.33M +31,928 +10%
ACA
625
Anchor Capital Advisors
Massachusetts
$25.9M -$1.48M -20,261 -5%

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.