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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
WDA
1026
Wendell David Associates
New Hampshire
$9.55M -$65.7K -900 -0.7%
CFSG
1027
Community Financial Services Group
Vermont
$9.55M +$87K +1,191 +0.9%
WF
1028
WealthTrust Fairport
Ohio
$9.55M +$60.7K +831 +0.7%
CAM
1029
Cubic Asset Management
Massachusetts
$9.55M -$251K -3,430 -3%
VC
1030
Vicus Capital
Pennsylvania
$9.51M +$79.9K +1,094 +0.9%
AT
1031
Argent Trust
Texas
$9.49M -$81.5K -1,116 -0.9%
WB
1032
Webster Bank
Connecticut
$9.48M +$13.3K +182 +0.1%
PWM
1033
Patriot Wealth Management
Texas
$9.47M +$14.5K +198 +0.2%
MBI
1034
Montrusco Bolton Investments
Quebec, Canada
$9.47M +$250K +3,417 +3%
BFIM
1035
Beese Fulmer Investment Management
Ohio
$9.46M +$6.06K +83 +0.1%
GAM
1036
Griffin Asset Management
New York
$9.46M +$2.54M +34,801 +38%
FPCM
1037
Financial Partners Capital Management
New York
$9.45M -$641K -8,780 -6%
FFWA
1038
FRG Family Wealth Advisors
Washington
$9.4M +$254K +3,478 +3%
VV
1039
Verity & Verity
South Carolina
$9.37M +$58.3K +798 +0.6%
CL
1040
Croft-Leominster
Maryland
$9.36M -$95.4K -1,306 -1%
HTHT
1041
Hemenway Trust Hemenway Trust
New Hampshire
$9.31M -$183K -2,509 -2%
PJSIMP
1042
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.31M -$75.3K -1,031 -0.8%
PTC
1043
Private Trust Company
Ohio
$9.31M -$424K -5,806 -4%
FVCM
1044
F&V Capital Management
Florida
$9.28M -$366K -5,010 -4%
BLAM
1045
Bourne Lent Asset Management
New York
$9.28M -$65.7K -900 -0.7%
OCM
1046
Oakwood Capital Management
California
$9.26M +$53.2K +728 +0.6%
CANC
1047
Culbertson A N & Co
Virginia
$9.23M +$25.9K +354 +0.3%
GLRA
1048
Gerald L. Ray & Associates
Texas
$9.23M -$76K -1,040 -0.8%
FCMC
1049
Founders Capital Management (Connecticut)
Connecticut
$9.21M -$95.7K -1,310 -1%
CIA
1050
Choate Investment Advisors
Massachusetts
$9.16M -$190K -2,604 -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.