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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
OPTFSNA
1351
Old Point Trust & Financial Services N A
Virginia
$4.88M +$24.5K +335 +0.5%
NGA
1352
Naples Global Advisors
Florida
$4.87M +$22K +301 +0.5%
WIA
1353
Westbourne Investment Advisors
Maryland
$4.85M -$15K -205 -0.3%
JGC
1354
J. Goldman & Co
New York
$4.84M +$4.75M +65,040 New
AMM
1355
American Money Management
California
$4.84M -$6.57K -90 -0.1%
TA
1356
Tiedemann Advisors
New York
$4.83M -$3.62M -49,524 -40%
IFAM
1357
Institutional & Family Asset Management
Colorado
$4.83M +$257K +3,517 +6%
CAM
1358
Chesapeake Asset Management
New York
$4.83M -$171K -2,342 -3%
AIA
1359
Allegis Investment Advisors
Idaho
$4.83M +$1.01M +13,809 +27%
CCM
1360
CrestPoint Capital Management
Missouri
$4.83M -$65.7K -900 -1%
BWAM
1361
Boyd Watterson Asset Management
Ohio
$4.82M -$89.8K -1,230 -2%
WA
1362
Winfield Associates
Ohio
$4.82M +$48.7K +667 +1%
CCT
1363
Capital City Trust
Florida
$4.8M
KLC
1364
Knowledge Leaders Capital
Colorado
$4.8M -$1.51M -20,711 -24%
AHC
1365
Anderson Hoagland & Co
Missouri
$4.79M -$6.28K -86 -0.1%
PA
1366
Parallel Advisors
California
$4.79M +$87.1K +1,193 +2%
MCM
1367
Millie Capital Management
California
$4.77M +$22.6K +310 +0.5%
III
1368
Independent Investors Inc
New York
$4.77M
SFS
1369
Strategic Financial Services
New York
$4.77M -$36.5K -500 -0.8%
LPC
1370
Loeb Partners Corp
New York
$4.73M +$110K +1,500 +2%
HDIM
1371
Hanson & Doremus Investment Management
Vermont
$4.72M -$103K -1,405 -2%
DI
1372
Diligent Investors
California
$4.72M -$7.3K -100 -0.2%
GCM
1373
Gibraltar Capital Management
Oklahoma
$4.72M +$41K +561 +0.9%
HSA
1374
HBK Sorce Advisory
Pennsylvania
$4.71M +$517K +7,073 +13%
ICRM
1375
Insight Capital Research & Management
California
$4.7M +$352K +4,815 +8%

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.