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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
Cerity Partners
826
Cerity Partners
New York
$14.7M +$13.2M +181,337 +1,163%
NL
827
NWAM LLC
Washington
$14.7M -$692K -9,472 -5%
SOADOR
828
State of Alaska Department of Revenue
Alaska
$14.6M +$716K +9,805 +5%
Cohen & Steers
829
Cohen & Steers
New York
$14.6M -$2.38M -32,548 -14%
MCM
830
Maple Capital Management
Vermont
$14.6M -$141K -1,931 -1%
BWP
831
Baldwin Wealth Partners
Massachusetts
$14.6M -$229K -3,130 -2%
EWM
832
Edge Wealth Management
New York
$14.5M -$992K -13,579 -7%
TIM
833
Thompson Investment Management
Wisconsin
$14.5M -$450K -6,162 -3%
GGI
834
Godsey & Gibb Inc
Virginia
$14.5M -$545K -7,456 -4%
AA
835
Ancora Advisors
Ohio
$14.5M +$108K +1,483 +0.8%
MYLI
836
Meiji Yasuda Life Insurance
Japan
$14.4M +$890K +12,180 +7%
CDH
837
Charles D. Hyman
$14.3M +$186K +2,542 +1%
AF
838
Alerus Financial
North Dakota
$14.3M -$1.39K -19 -0%
RC
839
RegentAtlantic Capital
New Jersey
$14.3M -$35.3K -483 -0.3%
NAM
840
North American Management
Massachusetts
$14.2M -$83.6K -1,144 -0.6%
WTB
841
Washington Trust Bank
Washington
$14.2M +$6.01M +82,299 +76%
JMFC
842
J.M. Forbes & Co
Massachusetts
$14.1M -$162K -2,223 -1%
HW
843
Hancock Whitney
Mississippi
$14.1M -$871K -11,920 -6%
NIM
844
Northeast Investment Management
Massachusetts
$14.1M +$666K +9,117 +5%
TCM
845
Tufton Capital Management
Maryland
$14.1M -$129K -1,769 -0.9%
KAS
846
Kemnay Advisory Services
New York
$14.1M +$83.1K +1,138 +0.6%
JWBC
847
J.W. Burns & Co
New York
$14M -$161K -2,201 -1%
SCM
848
SKBA Capital Management
California
$14M -$36.5K -500 -0.3%
QAM
849
QCI Asset Management
New York
$14M -$141K -1,924 -1%
MAM
850
Meeder Asset Management
Ohio
$13.9M -$1.68M -22,937 -11%

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.