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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
GC
1276
Garde Capital
Washington
$5.72M +$1.67M +22,884 +42%
HAG
1277
HighPoint Advisor Group
Illinois
$5.68M +$252K +3,448 +5%
LWM
1278
Lyons Wealth Management
Florida
$5.68M +$4.02K +55 +0.1%
PCM
1279
Palouse Capital Management
Washington
$5.67M -$250K -3,425 -4%
WAS
1280
WESPAC Advisors SoCal
California
$5.66M -$121K -1,650 -2%
FWM
1281
Frontier Wealth Management
Missouri
$5.65M +$284K +3,890 +5%
MRCM
1282
M&R Capital Management
New Jersey
$5.63M -$124K -1,697 -2%
M
1283
MOTCO
Texas
$5.61M -$434K -5,938 -7%
SA
1284
Strategic Advisors
New York
$5.61M +$71.7K +982 +1%
LWAC
1285
Laurel Wealth Advisors (California)
California
$5.6M +$89.8K +1,229 +2%
RCM
1286
Radnor Capital Management
Pennsylvania
$5.59M
WIC
1287
Woodmont Investment Counsel
Tennessee
$5.57M -$114K -1,559 -2%
RP
1288
Rowlandmiller & Partners
Georgia
$5.56M -$95.7K -1,310 -2%
CIA
1289
Covington Investment Advisors
Pennsylvania
$5.54M -$256K -3,498 -4%
FM
1290
Family Management
New York
$5.54M -$182K -2,485 -3%
CCM
1291
Crossvault Capital Management
Texas
$5.54M +$1.02M +13,900 +23%
VFA
1292
Voya Financial Advisors
Connecticut
$5.5M -$286K -3,914 -5%
SFSG
1293
Stearns Financial Services Group
North Carolina
$5.48M -$643K -8,799 -11%
MA
1294
Menlo Advisors
California
$5.47M -$1.39M -19,080 -21%
NPC
1295
National Planning Corporation
California
$5.47M -$42K -575 -0.8%
EFS
1296
Essex Financial Services
Connecticut
$5.45M -$34.6K -473 -0.6%
PAA
1297
Peregrine Asset Advisers
Oregon
$5.45M +$3.93M +53,768 +277%
SC
1298
Scholtz & Company
Connecticut
$5.42M +$741K +10,140 +16%
RIA
1299
Regal Investment Advisors
Michigan
$5.42M +$554K +7,581 +12%
SIG
1300
Sky Investment Group
Connecticut
$5.39M -$21.8K -299 -0.4%

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.