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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
WC
1451
Whitnell & Co
Illinois
$4.06M -$42.7K -584 -1%
CCP
1452
Corient Capital Partners
California
$4.06M -$2.55M -34,911 -39%
BFEC
1453
Benjamin F. Edwards & Company
Missouri
$4.05M +$464K +6,356 +13%
RGC
1454
Roberts, Glore & Co
Illinois
$4.04M -$11K -150 -0.3%
SAM
1455
Solaris Asset Management
New York
$4.03M +$421K +5,768 +12%
SC
1456
Savant Capital
Illinois
$4.02M -$57.9K -792 -1%
EM
1457
Excalibur Management
Massachusetts
$4.01M -$230K -3,150 -6%
CCA
1458
Cobblestone Capital Advisors
New York
$4.01M +$132K +1,807 +3%
BP
1459
Ballentine Partners
Massachusetts
$3.99M -$444K -6,072 -10%
RHAM
1460
Round Hill Asset Management
California
$3.99M -$217K -2,975 -5%
HCM
1461
Hodges Capital Management
Texas
$3.98M -$284K -3,887 -7%
BAM
1462
Belpointe Asset Management
Nevada
$3.98M +$3.9M +53,426 New
BCCM
1463
Bridge Creek Capital Management
Massachusetts
$3.97M -$183K -2,500 -4%
SBWIC
1464
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.97M +$123K +1,690 +3%
JAM
1465
JW Asset Management
Florida
$3.95M -$877K -12,000 -18%
CT
1466
Clearstead Trust
Maine
$3.95M -$51.1K -699 -1%
NDSI
1467
Newman Dignan & Sheerar Inc
Rhode Island
$3.94M -$67.5K -924 -2%
FMLI
1468
Fukoku Mutual Life Insurance
Japan
$3.92M +$738K +10,100 +24%
AIM
1469
AMI Investment Management
Indiana
$3.92M
KIG
1470
Kessler Investment Group
Indiana
$3.9M -$310K -4,245 -8%
SSWM
1471
Sheets Smith Wealth Management
North Carolina
$3.89M -$35.6K -487 -0.9%
TW
1472
Transform Wealth
Colorado
$3.89M +$3.82M +52,242 New
JCP
1473
Jabre Capital Partners
Switzerland
$3.87M -$3.28M -44,900 -46%
RIM
1474
Rainier Investment Management
Washington
$3.85M -$1.23M -16,800 -25%
CFMC
1475
Curbstone Financial Management Corp
New Hampshire
$3.85M +$1.76M +24,108 +88%

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.