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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
HIC
1426
Holderness Investments Company
North Carolina
$4.25M -$58.7K -804 -1%
OCM
1427
One Capital Management
California
$4.25M +$25.3K +346 +0.6%
CCM
1428
Condor Capital Management
New Jersey
$4.24M -$55.4K -758 -1%
LJAC
1429
L.J. Altfest & Co
New York
$4.24M +$453K +6,203 +12%
AAM
1430
Azzad Asset Management
Virginia
$4.23M +$172K +2,355 +4%
WWM
1431
Willingdon Wealth Management
North Carolina
$4.23M +$63K +862 +2%
4IG
1432
440 Investment Group
Kansas
$4.23M -$4.91M -67,252 -54%
VNA
1433
Valley National Advisers
Pennsylvania
$4.23M +$807K +11,051 +24%
SLF
1434
Sun Life Financial
Ontario, Canada
$4.22M +$24.9K +341 +0.6%
SA
1435
Sicart Associates
New York
$4.21M
BST
1436
Bath Savings Trust
Maine
$4.19M -$109K -1,498 -3%
AGM
1437
Alpine Global Management
New York
$4.18M +$4.1M +56,144 New
CHC
1438
City Holding Co
West Virginia
$4.17M -$4.16K -57 -0.1%
SHCM
1439
Stokes & Hubbell Capital Management
Louisiana
$4.15M +$30.2K +413 +0.7%
MFWM
1440
Motley Fool Wealth Management
Virginia
$4.15M -$142K -1,950 -3%
ICOA
1441
Investment Centers of America
North Dakota
$4.14M +$14.3K +196 +0.4%
IP
1442
Intellectus Partners
California
$4.13M +$679K +9,301 +20%
DDC
1443
DF Dent & Co
Maryland
$4.12M +$124K +1,696 +3%
SWM
1444
Segment Wealth Management
Texas
$4.11M -$46K -630 -1%
BCM
1445
Brookmont Capital Management
Texas
$4.1M +$2.38M +32,627 +146%
MFS
1446
Monetta Financial Services
Illinois
$4.1M
BL
1447
BCWM LLC
Kansas
$4.09M +$11.4K +156 +0.3%
AC
1448
Alley Company
Illinois
$4.08M -$9.64K -132 -0.2%
LP
1449
LMR Partners
United Kingdom
$4.08M +$4M +54,742 New
BAC
1450
Boys Arnold & Co
North Carolina
$4.07M -$844K -11,556 -17%

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.