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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
NRS
851
Neville Rodie & Shaw
New York
$13.8M +$30.5K +417 +0.2%
HC
852
Henshaw Capital
Massachusetts
$13.8M -$493K -6,746 -4%
CAM
853
Carret Asset Management
New York
$13.8M -$66.1K -905 -0.5%
NONA
854
Ninety One North America
New York
$13.8M +$376K +5,142 +3%
CIS
855
Connors Investor Services
Pennsylvania
$13.7M +$370K +5,070 +3%
SG Americas Securities
856
SG Americas Securities
New York
$13.6M -$1.76M -24,047 -12%
CCM
857
Chilton Capital Management
Texas
$13.6M -$646K -8,845 -5%
CTA
858
Colonial Trust Advisors
South Carolina
$13.6M +$91.7K +1,256 +0.7%
SFS
859
Sowell Financial Services
Arkansas
$13.5M -$482K -6,592 -4%
NIA
860
Northstar Investment Advisors
Colorado
$13.5M -$246K -3,371 -2%
GW
861
GW & Wade
Massachusetts
$13.4M -$4.38K -60 -0%
JC
862
JBF Capital
Colorado
$13.4M -$1.46M -20,000 -10%
MIAN
863
Mariner Independent Advisor Network
Kansas
$13.3M +$828K +11,338 +7%
PGIM
864
Pacific Global Investment Management
California
$13.3M -$240K -3,287 -2%
SAM
865
Strategy Asset Managers
California
$13.3M -$2.44M -33,454 -16%
CA
866
Callahan Advisors
Texas
$13.3M +$96.6K +1,323 +0.7%
SPIA
867
Steward Partners Investment Advisory
New York
$13.3M +$170K +2,334 +1%
CCFCSB
868
Cape Cod Five Cents Savings Bank
Massachusetts
$13.1M -$454K -6,221 -3%
FFBTD
869
First Financial Bank - Trust Division
Ohio
$13.1M -$307K -4,199 -2%
WMSA
870
Weiss Multi-Strategy Advisers
New York
$13.1M -$1.06M -14,494 -8%
TIAAOA
871
Teachers Insurance & Annuity Association of America
New York
$13.1M -$2.45M -33,600 -16%
EA
872
Edge Advisors
Georgia
$13.1M +$1.78M +24,314 +16%
DP
873
Dearborn Partners
Illinois
$13M -$54.4K -745 -0.4%
DSI
874
Daiwa SB Investments
Japan
$13M -$1.15M -15,740 -8%
NSAM
875
North Star Asset Management
Wisconsin
$12.9M -$167K -2,288 -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.