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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
BAM
1151
Boyar Asset Management
New York
$7.41M -$114K -1,560 -2%
CB
1152
Chemical Bank
Michigan
$7.41M -$551K -7,541 -7%
OA
1153
Oxbow Advisors
Texas
$7.34M +$817K +11,187 +13%
AP
1154
Appleton Partners
Massachusetts
$7.32M -$446K -6,110 -6%
PWW
1155
Pettyjohn Wood & White
Virginia
$7.32M -$130K -1,778 -2%
IAA
1156
Independent Advisor Alliance
North Carolina
$7.3M +$1.2M +16,361 +21%
CT
1157
Coastline Trust
Rhode Island
$7.28M -$232K -3,175 -3%
PCTC
1158
Perkins Coie Trust Company
Washington
$7.26M -$203K -2,776 -3%
OSNBOA
1159
Old Second National Bank of Aurora
Illinois
$7.22M -$17.5K -239 -0.2%
TMAM
1160
Tokio Marine Asset Management
Japan
$7.2M -$1.4M -19,201 -17%
FAM
1161
Foresters Asset Management
Ontario, Canada
$7.2M -$387K -5,300 -6%
HRC
1162
Hoertkorn Richard Charles
$7.17M -$58.4K -800 -0.8%
HKIM
1163
Hayek Kallen Investment Management
Alabama
$7.15M -$148K -2,023 -2%
ACM
1164
Argyle Capital Management
Pennsylvania
$7.14M -$1.04M -14,275 -13%
BHWM
1165
Bar Harbor Wealth Management
New Hampshire
$7.13M -$779K -10,667 -10%
BIM
1166
Bridges Investment Management
Nebraska
$7.12M +$2.27M +31,072 +48%
LFAS
1167
Level Four Advisory Services
Texas
$7.11M +$2.11M +28,852 +43%
MCM
1168
Monarch Capital Management
Indiana
$7.1M -$208K -2,841 -3%
HC
1169
Hawkins Capital
Texas
$7.08M -$979K -13,400 -12%
GWM
1170
Greenwich Wealth Management
Connecticut
$7.06M -$806K -11,029 -10%
UBWV
1171
United Bank (West Virginia)
West Virginia
$7.03M +$48.3K +661 +0.7%
WS
1172
Wedbush Securities
California
$7.01M -$261K -3,572 -4%
FA
1173
Fagan Associates
New York
$7.01M -$24.2K -331 -0.4%
RSS
1174
Rosenblum Silverman Sutton
California
$7.01M +$8.25K +113 +0.1%
HC
1175
Hendley & Co
Ohio
$6.97M -$85.8K -1,175 -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.