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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
IMOV
1376
Investment Management of Virginia
Virginia
$4.65M -$200K -2,741 -4%
BCM
1377
Beck Capital Management
Texas
$4.63M -$111K -1,518 -2%
UBV
1378
United Bank (Virginia)
Virginia
$4.62M -$427K -5,845 -9%
LNC
1379
Lincoln National Corp
Pennsylvania
$4.61M -$66.9K -916 -1%
NAM
1380
NTV Asset Management
West Virginia
$4.61M -$50.4K -690 -1%
PAG
1381
Private Advisory Group
Washington
$4.61M +$183K +2,500 +4%
NIP
1382
Nicholas Investment Partners
California
$4.6M -$63.9K -875 -1%
CBU
1383
CIBC Bank USA
Illinois
$4.6M -$46.5K -637 -1%
PCM
1384
Prelude Capital Management
New York
$4.58M +$34.8K +477 +0.8%
MC
1385
Mathes Company
New York
$4.57M +$3.62M +49,570 +419%
APSI
1386
Asset Planning Services Inc
Louisiana
$4.57M +$47.5K +650 +1%
COI
1387
Connable Office Inc
Michigan
$4.55M -$88.8K -1,216 -2%
WI
1388
Welch Investments
Alabama
$4.55M +$4.2M +57,507 +1,599%
WA
1389
Wheatland Advisors
Pennsylvania
$4.54M -$162K -2,222 -4%
KOCAA
1390
Knights of Columbus Asset Advisors
Connecticut
$4.51M +$201K +2,750 +5%
MNBTD
1391
Moody National Bank Trust Division
Texas
$4.51M -$1.25M -17,100 -22%
LIM
1392
Loudon Investment Management
New Hampshire
$4.51M -$214K -2,931 -5%
NCMW
1393
Northern Capital Management (Wisconsin)
Wisconsin
$4.5M -$39K -534 -0.9%
CAMG
1394
CWA Asset Management Group
Florida
$4.49M +$196K +2,679 +5%
ACS
1395
Archford Capital Strategies
Illinois
$4.48M -$91.9K -1,258 -2%
BFC
1396
Blue Fin Capital
Rhode Island
$4.48M -$19.7K -270 -0.4%
CSUI
1397
Cincinnati Specialty Underwriters Insurance
Ohio
$4.47M
QI
1398
Quotient Investors
New York
$4.46M +$35.1K +480 +0.8%
IB
1399
Intrust Bank
Kansas
$4.46M +$119K +1,626 +3%
P
1400
Pitcairn
Pennsylvania
$4.46M -$189K -2,586 -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.