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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
EVM
1051
Evelyn V. Moreno
$9.15M +$25.4K +348 +0.3%
SB
1052
Simmons Bank
Arkansas
$9.15M +$1.26M +17,194 +16%
GP
1053
Girard Partners
Pennsylvania
$9.15M -$47K -643 -0.5%
CC
1054
Cadinha & Co
Hawaii
$9.14M -$21K -288 -0.2%
SPC
1055
Sigma Planning Corp
Michigan
$9.1M +$149K +2,033 +2%
VW
1056
Vantage Wealth
California
$9.1M -$31.8K -435 -0.4%
DIS
1057
Diversified Investment Strategies
Louisiana
$9.08M -$18.3K -250 -0.2%
EBSAM
1058
Eubel Brady & Suttman Asset Management
Ohio
$9.08M -$39.1K -535 -0.4%
FAT
1059
First American Trust
California
$9.06M +$922K +12,622 +12%
AF
1060
Arrow Financial
New York
$9.05M -$462K -6,329 -5%
TSW
1061
Thompson Siegel & Walmsley
Virginia
$9.05M -$676K -9,258 -7%
PL
1062
Parkwood LLC
Ohio
$9.02M +$1.23M +16,783 +16%
CC
1063
Colrain Capital
Massachusetts
$9.02M -$869K -11,900 -9%
CG
1064
Caprock Group
Idaho
$9M +$545K +7,467 +7%
CEI
1065
Clark Estates Inc
New York
$8.91M -$5.23M -71,665 -37%
CAM
1066
Cypress Asset Management
Texas
$8.86M +$3.84M +52,515 +79%
FBP
1067
Flippin Bruce & Porter
Virginia
$8.86M -$250K -3,421 -3%
SIM
1068
Sonora Investment Management
Arizona
$8.85M +$363K +4,975 +4%
NC
1069
NBW Capital
Massachusetts
$8.84M -$142K -1,941 -2%
LDB
1070
Lee, Danner & Bass
Tennessee
$8.83M -$28.5K -390 -0.3%
WAM
1071
Wealthspire Advisors (Maryland)
Maryland
$8.81M -$48.2K -660 -0.6%
IP
1072
Isthmus Partners
Wisconsin
$8.79M -$591K -8,093 -6%
SDJVC
1073
St. Denis J. Villere & Co
Louisiana
$8.75M -$124K -1,700 -1%
PP
1074
PDT Partners
New York
$8.72M
CNBT
1075
Canandaigua National Bank & Trust
New York
$8.71M -$57.5K -787 -0.7%

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.