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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
CIA
976
CCM Investment Advisers
South Carolina
$10.6M -$571K -7,813 -5%
FIB
977
First Interstate Bank
Montana
$10.6M +$653K +8,943 +7%
UFF
978
USA Financial Formulas
Michigan
$10.6M -$42.4K -580 -0.4%
Susquehanna International Group
979
Susquehanna International Group
Pennsylvania
$10.5M -$237M -3,244,439 -96%
NA
980
NewEdge Advisors
Louisiana
$10.5M +$811K +11,108 +9%
BSPF
981
British Steel Pension Fund
United Kingdom
$10.5M -$2.56M -35,025 -20%
GIA
982
Granite Investment Advisors
New Hampshire
$10.5M -$23.3K -319 -0.2%
I
983
IberiaBank
Louisiana
$10.5M +$3.52M +48,190 +53%
BAS
984
Brown Advisory Securities
Maryland
$10.5M +$132K +1,808 +1%
CIC
985
Canal Insurance Company
South Carolina
$10.4M -$3.65M -50,000 -26%
VST
986
Van Strum & Towne
California
$10.4M -$58.4K -800 -0.6%
TWMP
987
Taylor Wealth Management Partners
Massachusetts
$10.4M -$260K -3,565 -2%
CBB
988
Citizens Business Bank
California
$10.4M -$57.2K -783 -0.6%
FDCC
989
Foster Dykema Cabot & Co
Massachusetts
$10.4M -$377K -5,155 -4%
GIM
990
Greystone Investment Management
Ohio
$10.4M -$28.1K -385 -0.3%
BWFM
991
Bridgewater Wealth & Financial Management
Maryland
$10.3M -$284K -3,893 -3%
PAI
992
Pittenger & Anderson Inc
Nebraska
$10.3M -$213K -2,910 -2%
FSA
993
Financial Sense Advisors
California
$10.3M -$516K -7,066 -5%
FCBT
994
First Citizens Bank & Trust
North Carolina
$10.3M -$2.95M -40,448 -23%
SIP
995
Stoneridge Investment Partners
Pennsylvania
$10.3M -$606K -8,291 -6%
RWA
996
Ropes Wealth Advisors
Massachusetts
$10.2M -$96.8K -1,325 -1%
TFA
997
Toth Financial Advisory
Virginia
$10.2M -$375K -5,132 -4%
LIA
998
LS Investment Advisors
Michigan
$10.2M +$63.6K +871 +0.6%
OTPPB
999
Ontario Teachers' Pension Plan Board
Ontario, Canada
$10.2M -$93M -1,273,682 -90%
MC
1000
Moors & Cabot
Massachusetts
$10.2M +$1.45M +19,834 +17%

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.