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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
FTI
1101
Fiduciary Trust International
Massachusetts
$8.21M +$121K +1,650 +2%
FCH
1102
Freestone Capital Holdings
Washington
$8.2M -$938K -12,839 -10%
OCM
1103
Olstein Capital Management
New York
$8.19M -$730K -10,000 -8%
TC
1104
Telemus Capital
Michigan
$8.17M -$802K -10,975 -9%
ST
1105
Spinnaker Trust
Maine
$8.15M +$17.7K +242 +0.2%
RSVP
1106
Ramsay Stattman Vela & Price
Colorado
$8.14M +$7.6K +104 +0.1%
HL
1107
HeadInvest LLC
Maine
$8.14M -$2.78K -38 -0%
NEAM
1108
New England Asset Management
Connecticut
$8.13M +$21.9K +300 +0.3%
CC
1109
Courier Capital
New York
$8.1M +$3.41M +46,632 +75%
WCM
1110
Weik Capital Management
Pennsylvania
$8.09M +$294K +4,022 +4%
BFA
1111
Benedict Financial Advisors
Georgia
$8.04M -$267K -3,654 -3%
MCTIC
1112
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$8.03M +$2.19K +30 +0%
AAM
1113
Augustine Asset Management
Florida
$8.03M -$1.16M -15,829 -13%
IWA
1114
IBEX Wealth Advisors
New Jersey
$8.02M -$61.1K -836 -0.8%
SBCM
1115
Schwerin Boyle Capital Management
Massachusetts
$8.01M
FG
1116
Fiduciary Group
Georgia
$7.99M -$71.8K -983 -0.9%
SIM
1117
Sprucegrove Investment Management
Ontario, Canada
$7.96M -$1.87M -25,600 -19%
GIM
1118
Goelzer Investment Management
Indiana
$7.94M -$18.3K -250 -0.2%
GCA
1119
Greenwood Capital Associates
South Carolina
$7.9M -$472K -6,456 -6%
SCM
1120
Stonebridge Capital Management
California
$7.88M +$36.4K +498 +0.5%
CIP
1121
Convergence Investment Partners
Florida
$7.87M +$728K +9,961 +10%
PS
1122
Pensionfund Sabic
Netherlands
$7.84M
RIM
1123
Rampart Investment Management
Connecticut
$7.81M +$331K +4,536 +5%
JGUA
1124
John G. Ullman & Associates
New York
$7.77M -$81.5K -1,116 -1%
FMT
1125
First Mercantile Trust
Tennessee
$7.75M -$932K -12,761 -11%

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.