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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
SWK
1326
Stephen W. Kidder
$5.14M +$31K +425 +0.6%
MAA
1327
Mraz Amerine & Associates
California
$5.14M -$518K -7,085 -9%
WAM
1328
Weatherly Asset Management
California
$5.13M -$365 -5 -0%
HCM
1329
Hall Capital Management
Rhode Island
$5.12M -$128K -1,750 -2%
DMK
1330
David M. Knott
$5.12M
AAM
1331
Aureus Asset Management
Massachusetts
$5.12M +$895K +12,259 +22%
BSW
1332
Buckingham Strategic Wealth
Missouri
$5.1M -$190K -2,597 -4%
Squarepoint
1333
Squarepoint
New York
$5.09M -$36.6M -501,287 -88%
FC
1334
FIC Capital
New York
$5.09M -$70.6K -966 -1%
TRCT
1335
Tower Research Capital (TRC)
New York
$5.09M +$4.98M +68,132 +31,111%
CBN
1336
Cadence Bank NA
Texas
$5.07M -$82K -1,122 -2%
SFG
1337
SevenBridge Financial Group
Pennsylvania
$5.07M +$75.5K +1,033 +2%
AUB
1338
Atlantic Union Bankshares
Virginia
$5.05M -$178K -2,436 -3%
FBT
1339
First Bankers Trust
Kentucky
$5.04M -$43.2K -591 -0.9%
LPT
1340
Legacy Private Trust
Wisconsin
$5.03M -$728K -9,970 -13%
AC
1341
Abbrea Capital
California
$5M +$19.9K +272 +0.4%
HB
1342
Homrich & Berg
Georgia
$4.99M +$398K +5,448 +9%
ASA
1343
Armstrong Shaw Associates
Connecticut
$4.96M -$6.75M -92,466 -58%
WIC
1344
Whitegate Investment Counselors
New Hampshire
$4.95M +$61.5K +842 +1%
AIIMS
1345
Analyst IMS Investment Management Services
Israel
$4.95M +$99.4K +1,361 +2%
RWM
1346
Rench Wealth Management
Texas
$4.92M -$677K -9,270 -12%
CS
1347
Credential Securities
$4.91M +$137K +1,880 +3%
CPA
1348
Capital Planning Advisors
California
$4.91M -$248K -3,394 -5%
MC
1349
MRJ Capital
New York
$4.88M -$110K -1,500 -2%
MCM
1350
Mengis Capital Management
Oregon
$4.88M -$82.2K -1,125 -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.