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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
PPSG
1176
Princeton Portfolio Strategies Group
New Jersey
$6.97M +$370K +5,065 +6%
PTB
1177
Pioneer Trust Bank
Oregon
$6.96M +$298K +4,074 +5%
RWM
1178
RKL Wealth Management
Pennsylvania
$6.96M -$498K -6,811 -7%
HT
1179
Heritage Trust
Oklahoma
$6.96M -$119K -1,624 -2%
CCMINC
1180
Cardinal Capital Management Inc (North Carolina)
North Carolina
$6.95M -$89.6K -1,226 -1%
BCM
1181
Blume Capital Management
California
$6.95M -$1.13M -15,492 -14%
FPFS
1182
First Personal Financial Services
North Carolina
$6.95M -$123K -1,680 -2%
EWA
1183
Exencial Wealth Advisors
Oklahoma
$6.93M +$117K +1,607 +2%
SFFS
1184
Stonehage Fleming Financial Services
Jersey
$6.92M +$3.72M +50,895 +121%
MKC
1185
M. Kraus & Co
Vermont
$6.91M +$78.5K +1,075 +1%
Hudson Bay Capital Management
1186
Hudson Bay Capital Management
Connecticut
$6.91M +$6.78M +92,781 New
LCC
1187
Lincoln Capital Corp
Rhode Island
$6.89M +$148K +2,032 +2%
SSP
1188
Sapphire Star Partners
Washington
$6.88M -$1.12M -15,393 -14%
T2I
1189
Turim 21 Investimentos
Brazil
$6.88M +$6.38M +87,326 New
SACTSONJ
1190
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$6.85M +$146K +2,000 +2%
RGI
1191
River Global Investors
United Kingdom
$6.82M +$791K +10,829 +13%
RIG
1192
Renaissance Investment Group
Massachusetts
$6.82M +$601K +8,224 +10%
MIS
1193
Morningstar Investment Services
Illinois
$6.8M -$211K -2,882 -3%
GCM
1194
Garland Capital Management
Washington
$6.79M -$207K -2,827 -3%
SIC
1195
Sigma Investment Counselors
Michigan
$6.78M -$56.8K -778 -0.8%
SNT
1196
Security National Trust
West Virginia
$6.72M +$117K +1,601 +2%
WKWM
1197
Walter & Keenan Wealth Management
Indiana
$6.71M -$307K -4,199 -4%
CSM
1198
CAMG Solamere Management
North Carolina
$6.7M +$283K +3,878 +5%
FWC
1199
First Washington Corp
Washington
$6.68M -$12.8K -175 -0.2%
RW
1200
Rand Wealth
Maryland
$6.67M +$95K +1,300 +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.