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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
MC
1401
Martin & Co
Tennessee
$4.45M -$412K -5,635 -9%
ANRIA
1402
American National Registered Investment Advisor
Texas
$4.44M -$1.26M -17,300 -22%
TCCM
1403
Timber Creek Capital Management
Massachusetts
$4.43M -$10.6K -145 -0.2%
LA
1404
LVW Advisors
New York
$4.43M +$708K +9,697 +19%
OAM
1405
Oxford Asset Management
United Kingdom
$4.42M -$344K -4,711 -7%
PP
1406
Pegasus Partners
Wisconsin
$4.42M -$58.4K -799 -1%
AIC
1407
Argus Investors Counsel
New York
$4.39M -$762K -10,425 -15%
BFM
1408
Boothbay Fund Management
New York
$4.39M +$1.49M +20,404 +53%
SBA
1409
Seven Bridges Advisors
New York
$4.39M -$571K -7,811 -12%
CICI
1410
Capital Investment Counsel Inc
North Carolina
$4.38M -$53.8K -736 -1%
NME
1411
Notis-McConarty Edward
$4.38M -$126K -1,725 -3%
SSI
1412
Scott & Selber Inc
Texas
$4.37M -$87.1K -1,193 -2%
NFG
1413
NewFocus Financial Group
Washington
$4.37M +$15.1K +207 +0.4%
BE
1414
Bonness Enterprises
District of Columbia
$4.37M
CAM
1415
Covenant Asset Management
New Jersey
$4.36M +$11.3K +155 +0.3%
SFI
1416
SPC Financial Inc
Maryland
$4.35M -$268K -3,669 -6%
SCM
1417
Stanley Capital Management
Texas
$4.34M
MCA
1418
Morris Capital Advisors
Pennsylvania
$4.34M -$50.1K -686 -1%
AFM
1419
Abbot Financial Management
Massachusetts
$4.33M +$219K +3,001 +6%
HCM
1420
Hollencrest Capital Management
California
$4.33M +$511 +7 +0%
AAA
1421
Adams Asset Advisors
Texas
$4.31M
SCM
1422
Schnieders Capital Management
California
$4.28M +$196K +2,688 +5%
CSS
1423
Cubist Systematic Strategies
Connecticut
$4.27M +$893K +12,229 +27%
FNBOMD
1424
First National Bank of Mount Dora
Florida
$4.26M +$984K +13,473 +31%
HCA
1425
Horan Capital Advisors
Ohio
$4.25M +$51.3K +702 +1%

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.