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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
AP
926
Advisor Partners
California
$11.8M +$161K +2,199 +1%
MCM
927
McRae Capital Management
New Jersey
$11.8M -$680K -9,308 -6%
RMDI
928
R.M. Davis Inc
Maine
$11.8M +$441K +6,034 +4%
Two Sigma Investments
929
Two Sigma Investments
New York
$11.8M +$11.6M +158,120 New
AAP
930
Ardsley Advisory Partners
Connecticut
$11.7M +$2.59M +35,500 +29%
ECM
931
Everence Capital Management
Indiana
$11.7M
GI
932
GAMCO Investors
Connecticut
$11.7M -$352K -4,820 -3%
SAM
933
Sompo Asset Management
Japan
$11.7M +$83.3K +1,140 +0.7%
1IA
934
1834 Investment Advisors
Wisconsin
$11.6M -$116K -1,585 -1%
LM
935
Lincluden Management
Ontario, Canada
$11.5M +$18.3K +250 +0.2%
ZDA
936
Zweig-DiMenna Associates
New York
$11.4M -$12.5M -171,338 -53%
MPI
937
Mairs & Power Inc
Minnesota
$11.4M +$149K +2,038 +1%
HR
938
Howe & Rusling
New York
$11.4M +$1.18M +16,107 +12%
PAM
939
Private Asset Management
California
$11.4M +$239K +3,270 +2%
JA
940
JLB & Associates
Michigan
$11.4M -$372K -5,098 -3%
AW
941
ACG Wealth
Georgia
$11.3M -$1.21M -16,562 -10%
Jane Street
942
Jane Street
New York
$11.3M +$5.57M +76,197 +101%
LA
943
Lynch & Associates
Indiana
$11.3M -$84.2K -1,153 -0.8%
GCM
944
Glaxis Capital Management
Florida
$11.3M +$7.32M +100,260 +195%
KFS
945
Kurt F. Somerville
$11.3M -$160K -2,196 -1%
JCM
946
Jafra Capital Management
New York
$11.2M +$11M +150,663 New
WIS
947
Wright Investors Service
Connecticut
$11.2M -$115K -1,578 -1%
AI
948
Atria Investments
North Carolina
$11.2M +$330K +4,516 +3%
WSCM
949
Wellington Shields Capital Management
New York
$11.2M +$970K +13,276 +10%
FNFDCM
950
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$11.2M -$538K -7,363 -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.