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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
DAM
1126
Deltec Asset Management
New York
$7.71M +$2.53M +34,700 +50%
JFGIW
1127
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.69M -$137K -1,880 -2%
ACPU
1128
Arrowgrass Capital Partners (US)
Delaware
$7.69M +$4.39M +60,131 +139%
CAPTRUST Financial Advisors
1129
CAPTRUST Financial Advisors
North Carolina
$7.69M +$6.25M +85,595 New
MAM
1130
Marketfield Asset Management
New York
$7.67M -$589K -8,060 -7%
SFM
1131
Soros Fund Management
New York
$7.67M +$7.23M +99,000 +2,475%
RFM
1132
Royal Fund Management
Florida
$7.66M -$262K -3,588 -3%
DG
1133
Davidson & Garrard
Virginia
$7.65M -$163K -2,232 -2%
VFA
1134
Valeo Financial Advisors
Indiana
$7.64M +$7.49M +102,535 New
TCM
1135
Tradition Capital Management
New Jersey
$7.63M -$214K -2,925 -3%
BRWA
1136
B. Riley Wealth Advisors
Florida
$7.61M +$28.7K +393 +0.4%
PAIM
1137
Punch & Associates Investment Management
Minnesota
$7.61M -$58K -794 -0.8%
VWM
1138
Venturi Wealth Management
Texas
$7.58M -$1.03M -14,169 -12%
IIM
1139
Ipswich Investment Management
Massachusetts
$7.57M -$142K -1,949 -2%
Wolverine Trading
1140
Wolverine Trading
Illinois
$7.55M +$4.16M +56,924 +128%
LI
1141
Lafayette Investments
Maryland
$7.54M -$122K -1,676 -2%
MCM
1142
McMillion Capital Management
North Carolina
$7.54M -$112K -1,530 -1%
ASN
1143
Advisory Services Network
Georgia
$7.5M -$96.9K -1,327 -1%
TF
1144
Tompkins Financial
New York
$7.47M +$1.11M +15,202 +18%
AC
1145
Apertura Capital
Texas
$7.45M
CS
1146
Central Securities
New York
$7.45M
TAM
1147
Telemark Asset Management
Massachusetts
$7.45M
SCM
1148
Stevens Capital Management
Pennsylvania
$7.43M +$7.29M +99,769 New
PCMI
1149
Princeton Capital Management Inc
New Jersey
$7.42M +$1.31M +17,965 +22%
LJHT
1150
Laurie J. Hall Trustee
$7.42M -$106K -1,450 -1%

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.