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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
PCM
876
Parsons Capital Management
Rhode Island
$12.9M -$79.3K -1,085 -0.6%
CCMD
877
Cypress Capital Management (Delaware)
Delaware
$12.9M +$38.3K +525 +0.3%
BBA
878
BLB&B Advisors
Pennsylvania
$12.9M -$108K -1,482 -0.8%
MAM
879
Majedie Asset Management
United Kingdom
$12.9M -$1.65M -22,526 -12%
NCM
880
Novare Capital Management
North Carolina
$12.9M +$4.92M +67,335 +64%
AP
881
AHL Partners
United Kingdom
$12.9M +$2.77M +37,949 +28%
AC
882
Addenda Capital
Quebec, Canada
$12.9M -$446K -6,104 -3%
NOCM
883
Night Owl Capital Management
Connecticut
$12.8M -$158K -2,159 -1%
UR
884
USCA RIA
Texas
$12.8M
CCT
885
Chemung Canal Trust
New York
$12.8M +$8.04K +110 +0.1%
GHA
886
GW Henssler & Associates
Georgia
$12.7M -$1.37M -18,736 -10%
BII
887
Bainco International Investors
Massachusetts
$12.7M +$562K +7,688 +5%
LMIM
888
Lockheed Martin Investment Management
Maryland
$12.7M +$584K +8,000 +5%
GAM
889
Guinness Asset Management
United Kingdom
$12.7M
VIA
890
Virtus Investment Advisers
Connecticut
$12.7M -$1.88M -25,749 -13%
NSEDCP
891
NJ State Employees Deferred Compensation Plan
New Jersey
$12.7M
HCM
892
Hutchinson Capital Management
California
$12.7M -$185K -2,535 -1%
DY
893
Dowling & Yahnke
California
$12.6M +$65.9K +902 +0.5%
SWP
894
Stratos Wealth Partners
Ohio
$12.6M -$709K -9,712 -5%
IIC
895
Ironwood Investment Counsel
Arizona
$12.6M -$957K -13,106 -7%
AC
896
AFAM Capital
Texas
$12.6M -$366K -5,008 -3%
FMBTD
897
First Midwest Bank Trust Division
Illinois
$12.5M -$1.78M -24,387 -13%
BFA
898
Bragg Financial Advisors
North Carolina
$12.4M +$50.3K +689 +0.4%
SI
899
SII Investments
Wisconsin
$12.4M -$143K -1,958 -1%
VC
900
Vestor Capital
Illinois
$12.4M -$62.4K -854 -0.5%

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.