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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
AWM
1476
AE Wealth Management
Kansas
$3.84M +$580K +7,944 +18%
PVWM
1477
Point View Wealth Management
New Jersey
$3.82M -$283K -3,876 -7%
CAL
1478
Capital Analysts LLC
Pennsylvania
$3.81M +$198K +2,714 +6%
CAW
1479
Cornerstone Advisors (Washington)
Washington
$3.81M +$1.71M +23,367 +84%
BA
1480
Birinyi Associates
Connecticut
$3.8M +$329K +4,500 +10%
CCM
1481
Compton Capital Management
Rhode Island
$3.79M -$288K -3,949 -7%
PGA
1482
Portland Global Advisors
Maine
$3.79M -$22.6K -310 -0.6%
SCM
1483
Stellar Capital Management
Arizona
$3.79M -$3.65K -50 -0.1%
B
1484
BancorpSouth
Mississippi
$3.79M +$172K +2,357 +5%
CIM
1485
CIM Investment Management
Pennsylvania
$3.78M -$182K -2,494 -5%
CCM
1486
Consolidated Capital Management
California
$3.78M -$27.6K -378 -0.7%
BB
1487
Bell Bank
North Dakota
$3.77M -$52.6K -720 -1%
TIA
1488
Tiemann Investment Advisors
California
$3.76M -$11.5K -158 -0.3%
IC
1489
Intersect Capital
California
$3.75M +$70.3K +962 +2%
PHS
1490
Pekin Hardy Strauss
Illinois
$3.75M +$468K +6,406 +15%
BA
1491
Bennicas & Associates
California
$3.75M -$136K -1,855 -4%
KFA
1492
Kelleher Financial Advisors
New York
$3.75M +$31.1K +426 +0.9%
NJBEST
1493
New Jersey Better Educational Savings Trust
New Jersey
$3.73M -$146K -2,000 -4%
HC
1494
Hampstead Capital
United Kingdom
$3.73M
MWVC
1495
Morgens Waterfall Vintiadis & Co
New York
$3.73M
AF
1496
Ally Financial
Michigan
$3.72M
HSA
1497
Hussman Strategic Advisors
Maryland
$3.72M
HPIA
1498
Hamilton Point Investment Advisors
North Carolina
$3.72M +$25K +342 +0.7%
PA
1499
Perennial Advisors
New York
$3.71M +$149K +2,033 +4%
SMG
1500
Spectrum Management Group
Indiana
$3.71M +$199K +2,730 +6%

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.