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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
CWM
801
Calamos Wealth Management
Illinois
$15.4M -$1.7M -23,333 -10%
CIM
802
Chiron Investment Management
New York
$15.4M +$15.1M +206,075 New
II
803
IFM Investors
Australia
$15.3M +$363K +4,971 +2%
MIM
804
Manitou Investment Management
Ontario, Canada
$15.3M -$237K -3,245 -2%
IRF
805
IBM Retirement Fund
New York
$15.3M +$178K +2,439 +1%
KRSITF
806
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$15.2M -$533K -7,293 -3%
FBB
807
Fulton Breakefield Broenniman
Maryland
$15.2M -$84.6K -1,158 -0.6%
JAM
808
Jupiter Asset Management
United Kingdom
$15.2M -$1.53M -20,922 -9%
RCM
809
Riverhead Capital Management
Delaware
$15.1M -$721K -9,868 -5%
TCOV
810
Trust Company of Vermont
Vermont
$15.1M +$699K +9,570 +5%
LNWWM
811
Laird Norton Wetherby Wealth Management
California
$15.1M -$212K -2,907 -1%
SAM
812
Symphony Asset Management
California
$15.1M -$769K -10,523 -5%
HI
813
HBK Investments
Texas
$15.1M +$526K +7,200 +4%
HCMT
814
Highland Capital Management (Texas)
Texas
$15M +$4.79M +65,600 +48%
MGIA
815
Matthew Goff Investment Advisor
Texas
$15M +$286K +3,922 +2%
PFPT
816
Pinnacle Financial Partners (Tennessee)
Tennessee
$14.9M -$24.3K -333 -0.2%
BCI
817
Brinker Capital Investments
Pennsylvania
$14.9M +$4.21M +57,652 +40%
DBT
818
Dubuque Bank & Trust
Iowa
$14.9M +$1.92M +26,267 +15%
LCM
819
Logan Capital Management
Pennsylvania
$14.9M +$145K +1,984 +1%
BAAM
820
Baker Avenue Asset Management
California
$14.8M +$589K +8,061 +4%
LRPA
821
L. Roy Papp & Associates
Arizona
$14.8M -$40.3K -552 -0.3%
CA
822
CapWealth Advisors
Tennessee
$14.8M +$156K +2,135 +1%
BFS
823
Baskin Financial Services
Ontario, Canada
$14.8M -$127K -1,745 -0.9%
LSV Asset Management
824
LSV Asset Management
Illinois
$14.7M
FBC
825
Fairfield, Bush & Co
Connecticut
$14.7M -$35.9K -491 -0.2%

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.