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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
SCA
901
Stillwater Capital Advisors
Pennsylvania
$12.4M -$418K -5,723 -3%
RS
902
Robeco Schweiz
Switzerland
$12.4M +$336K +4,600 +3%
AAM
903
Auxier Asset Management
Oregon
$12.4M -$17K -233 -0.1%
CCM
904
Catawba Capital Management
Virginia
$12.3M -$108K -1,480 -0.9%
AFG
905
Albion Financial Group
Utah
$12.3M -$488K -6,674 -4%
SFG
906
Sather Financial Group
Texas
$12.3M +$256K +3,503 +2%
GC
907
Gratus Capital
Georgia
$12.3M +$230K +3,145 +2%
MC
908
Martin Currie
United Kingdom
$12.2M +$329K +4,500 +3%
PPCM
909
Pillar Pacific Capital Management
California
$12.2M -$115K -1,570 -1%
CIC
910
Cutler Investment Counsel
Oregon
$12.1M +$171K +2,347 +1%
GIP
911
Greatmark Investment Partners
Georgia
$12.1M -$429K -5,868 -3%
1SB
912
1ST Source Bank
Indiana
$12.1M -$578K -7,918 -5%
JC
913
Jacobs & Co
California
$12.1M -$139K -1,897 -1%
GC
914
Grimes & Company
Massachusetts
$12.1M -$201K -2,751 -2%
RIG
915
Roosevelt Investment Group
New York
$12.1M +$1.17M +16,000 +11%
AWCI
916
Alpine Woods Capital Investors
New York
$12.1M +$219K +3,000 +2%
LBC
917
Lowe Brockenbrough & Co
Virginia
$12M -$325K -4,447 -3%
AFM
918
Anson Funds Management
Texas
$11.9M
BHTS
919
Bar Harbor Trust Services
Maine
$11.9M -$355K -4,864 -3%
GCAC
920
Guardian Capital Advisors (Canada)
Ontario, Canada
$11.9M -$309K -4,226 -3%
CCM
921
Cadence Capital Management
Massachusetts
$11.9M -$4.75M -65,083 -29%
VCAM
922
Van Cleef Asset Management
Ohio
$11.8M +$12K +164 +0.1%
FB
923
Fulton Bank
Pennsylvania
$11.8M -$265K -3,634 -2%
CNB
924
Camden National Bank
Maine
$11.8M +$19.9K +273 +0.2%
BWFA
925
Baltimore-Washington Financial Advisors
Maryland
$11.8M +$212K +2,908 +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.