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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
HCM
951
Highbridge Capital Management
New York
$11.2M -$6.69M -91,544 -38%
GCM
952
Gabalex Capital Management
New York
$11.2M
AT
953
Arden Trust
Delaware
$11.2M -$167K -2,280 -1%
BC
954
Burney Company
Virginia
$11.2M +$435K +5,951 +4%
CA
955
Clearstead Advisors
Ohio
$11.1M +$608K +8,327 +6%
RIL
956
Rothschild Investment LLC
Illinois
$11.1M -$93.9K -1,285 -0.9%
CVM
957
Cheviot Value Management
California
$11.1M -$1.08M -14,763 -9%
ICM
958
Ionic Capital Management
New York
$11M -$511K -7,000 -5%
SGK
959
Steigerwald Gordon & Koch
Virginia
$11M +$84.6K +1,158 +0.8%
OWD
960
Osborn Williams & Donohoe
Ohio
$11M -$198K -2,713 -2%
MWAC
961
Mariner Wealth Advisors (Cincinnati)
Ohio
$11M +$310K +4,241 +3%
LTI
962
Laffer Tengler Investments
Tennessee
$10.9M -$759K -10,388 -7%
BCM
963
Buckhead Capital Management
Georgia
$10.9M -$2.09M -28,594 -16%
GP
964
GLG Partners
United Kingdom
$10.9M +$10.7M +145,810 New
HVIA
965
Hudson Valley Investment Advisors
New York
$10.8M -$18.8K -258 -0.2%
CII
966
Capital International Inc
California
$10.8M -$1.21M -16,600 -10%
SWM
967
SVA Wealth Management
Wisconsin
$10.8M +$2.43M +33,249 +30%
NHC
968
Nicholas Hoffman & Company
Georgia
$10.8M -$475K -6,501 -4%
BCP
969
Blue Chip Partners
Michigan
$10.8M +$188K +2,580 +2%
AHC
970
Adell Harriman & Carpenter
Texas
$10.8M +$280K +3,833 +3%
CAM
971
Columbia Asset Management
Michigan
$10.8M -$103K -1,416 -1%
LKIM
972
Lawson Kroeker Investment Management
Nebraska
$10.7M -$2.17M -29,670 -17%
STB
973
S&T Bank
Pennsylvania
$10.7M -$217K -2,966 -2%
CIA
974
Capital Investment Advisors
Georgia
$10.6M -$5.26K -72 -0.1%
VEPM
975
Vista Equity Partners Management
California
$10.6M

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.