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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
LOAME
1251
Lombard Odier Asset Management (Europe)
United Kingdom
$5.93M
RMSCM
1252
R.M. Sincerbeaux Capital Management
New York
$5.92M -$862K -11,800 -13%
FHA
1253
First Horizon Advisors
Tennessee
$5.91M +$312K +4,278 +6%
FC
1254
Ferris Capital
Massachusetts
$5.9M -$46.9K -642 -0.8%
CRM
1255
Cramer Rosenthal McGlynn
Connecticut
$5.9M +$5.78M +79,150 New
MCM
1256
Murphy Capital Management
New Jersey
$5.89M +$59K +808 +1%
BMC
1257
Benin Management Corp
Connecticut
$5.88M -$151K -2,062 -3%
FBA
1258
Front Barnett Associates
Illinois
$5.88M -$13.5K -185 -0.2%
BHC
1259
Bowen Hanes & Co
Florida
$5.87M -$164K -2,240 -3%
WSC
1260
Wellington Shields & Co
New York
$5.87M +$2.12K +29 +0%
FPTW
1261
Franklin, Parlapiano, Turner & Welch
Texas
$5.87M +$125K +1,708 +2%
BEAM
1262
Baker Ellis Asset Management
Washington
$5.85M +$9.57K +131 +0.2%
SCM
1263
Sitrin Capital Management
California
$5.85M -$37.6K -515 -0.7%
FWCM
1264
First Western Capital Management
California
$5.84M -$263K -3,594 -4%
AOWM
1265
Alpha Omega Wealth Management
Virginia
$5.82M -$72.5K -993 -1%
BRM
1266
Boston Research & Management
Massachusetts
$5.8M -$104K -1,429 -2%
CCM
1267
Cohen Capital Management
California
$5.8M -$29.2K -400 -0.5%
BCM
1268
Bourgeon Capital Management
Connecticut
$5.79M +$33.4K +457 +0.6%
ANBT
1269
American National Bank & Trust
Texas
$5.79M -$321K -4,394 -5%
CCA
1270
Checchi Capital Advisers
California
$5.78M +$93.4K +1,278 +2%
CA
1271
Cetera Advisors
Colorado
$5.78M +$20K +274 +0.4%
SBIA
1272
Sheaff Brock Investment Advisors
Indiana
$5.78M +$994K +13,609 +21%
EAMA
1273
EFG Asset Management (Americas)
Florida
$5.77M -$266K -3,645 -5%
KJHP
1274
K.J. Harrison & Partners
Ontario, Canada
$5.75M +$709K +9,700 +14%
NAMA
1275
Nikko Asset Management Americas
New York
$5.74M +$110K +1,500 +2%

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.