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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
FNT
1076
First Nebraska Trust
Nebraska
$8.7M -$120K -1,645 -1%
BCA
1077
Bernzott Capital Advisors
California
$8.69M -$3.39M -46,405 -28%
KPCM
1078
Kings Point Capital Management
New York
$8.68M +$65.9K +902 +0.8%
NSIM
1079
North Star Investment Management
Illinois
$8.63M -$21.5K -294 -0.3%
YL
1080
YCG LLC
Texas
$8.61M -$687K -9,407 -8%
SCA
1081
Stonebridge Capital Advisors
Minnesota
$8.54M +$3.96M +54,267 +90%
DHFB
1082
Dixon Hubard Feinour & Brown
Virginia
$8.53M -$162K -2,214 -2%
HBWM
1083
Hollow Brook Wealth Management
New York
$8.51M -$1.84M -25,257 -18%
RWP
1084
RWA Wealth Partners
Massachusetts
$8.47M +$922K +12,628 +12%
BPM
1085
Bowling Portfolio Management
Ohio
$8.44M -$838K -11,469 -9%
CCM
1086
Channing Capital Management
Illinois
$8.44M +$14.9K +204 +0.2%
GWM
1087
Geneos Wealth Management
Colorado
$8.42M -$103K -1,413 -1%
GSBTD
1088
Glenview State Bank Trust Department
Illinois
$8.41M +$168K +2,300 +2%
MC
1089
Middleton & Co
Massachusetts
$8.35M -$1.15M -15,800 -12%
TI
1090
TT International
United Kingdom
$8.34M +$6.93M +94,847 +109%
FTC
1091
Farmers Trust Company
Ohio
$8.33M -$822K -11,255 -9%
GIM
1092
Grassi Investment Management
California
$8.33M +$1.14M +15,657 +16%
HAM
1093
Harber Asset Management
North Carolina
$8.33M -$5.93M -81,157 -42%
BCMO
1094
Buckingham Capital Management (Ohio)
Ohio
$8.31M +$113K +1,542 +1%
BFO
1095
Boston Family Office
Massachusetts
$8.29M -$105K -1,443 -1%
MBTD
1096
Mechanics Bank - Trust Department
California
$8.28M -$23.7K -325 -0.3%
RMCM
1097
Reynders McVeigh Capital Management
Massachusetts
$8.24M -$65.3K -894 -0.8%
SCM
1098
Sandler Capital Management
New York
$8.24M +$65.7K +900 +0.8%
TCM
1099
TimesSquare Capital Management
New York
$8.23M -$3.3M -45,190 -29%
EIM
1100
Essex Investment Management
Massachusetts
$8.22M -$217K -2,964 -3%

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.