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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
CF
1001
CNA Financial
Illinois
$10.2M
TCOT
1002
Trust Company of Toledo
Ohio
$10.1M -$72.2K -989 -0.7%
WSTAM
1003
Wilbanks Smith & Thomas Asset Management
Virginia
$10.1M -$449K -6,142 -4%
AAIM
1004
American Assets Investment Management
California
$10M
BCM
1005
BTC Capital Management
Iowa
$9.98M -$229K -3,133 -2%
OCM
1006
Oribel Capital Management
New York
$9.98M +$2.18M +29,900 +29%
WCMN
1007
Westchester Capital Management (Nebraska)
Nebraska
$9.95M +$83.6K +1,145 +0.9%
BC
1008
Brinker Capital
Pennsylvania
$9.92M -$115K -1,571 -1%
LSA
1009
L & S Advisors
California
$9.92M -$1.5M -20,558 -13%
MA
1010
Montag & Associates
Georgia
$9.89M -$50.4K -690 -0.5%
PAM
1011
Peak Asset Management
Colorado
$9.86M -$163K -2,226 -2%
ZCA
1012
Zeke Capital Advisors
Pennsylvania
$9.78M +$4.4M +60,264 +85%
DWT
1013
Dorsey & Whitney Trust
South Dakota
$9.78M -$16.8K -230 -0.2%
LC
1014
Loews Corp
New York
$9.76M
DLCIG
1015
D.L. Carlson Investment Group
New Hampshire
$9.75M -$933K -12,768 -9%
HAIM
1016
Hunter Associates Investment Management
Pennsylvania
$9.73M -$14.1K -193 -0.1%
BDWM
1017
Brewin Dolphin Wealth Management
Ireland
$9.72M +$9.53M +130,422 New
MIM
1018
Marco Investment Management
Georgia
$9.68M -$285K -3,895 -3%
LW
1019
Linscomb Wealth
Texas
$9.68M +$173K +2,370 +2%
SGI
1020
Summit Global Investments
Utah
$9.68M +$4.76M +65,227 +101%
NCM
1021
Narwhal Capital Management
Georgia
$9.67M -$709K -9,700 -7%
PNAA
1022
Pictet North America Advisors
Switzerland
$9.67M -$300K -4,110 -3%
GC
1023
Grace Capital
Massachusetts
$9.65M +$1.09M +14,958 +13%
SCM
1024
Salem Capital Management
Massachusetts
$9.64M -$205K -2,800 -2%
MMG
1025
Monetary Management Group
Missouri
$9.56M +$1.52M +20,790 +19%

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.