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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
BO
1551
BRR OpCo
Ohio
$3.46M -$83.2K -1,139 -2%
UAM
1552
UAS Asset Management
New York
$3.46M -$2.59M -35,405 -43%
DBIA
1553
Dumont & Blake Investment Advisors
New Jersey
$3.46M -$40K -548 -1%
TWA
1554
TCI Wealth Advisors
Arizona
$3.46M -$142K -1,946 -4%
Lido Advisors
1555
Lido Advisors
California
$3.42M +$1.28M +17,466 +74%
TP
1556
Truvvo Partners
New York
$3.41M
SFA
1557
Sequoia Financial Advisors
Ohio
$3.41M +$367K +5,022 +12%
OC
1558
Oarsman Capital
Wisconsin
$3.4M -$4.97K -68 -0.1%
HS
1559
HighVista Strategies
Massachusetts
$3.4M +$131K +1,800 +4%
FAF
1560
Första AP-fonden
Sweden
$3.39M -$7.5M -102,723 -69%
PHIMC
1561
Private Harbour Investment Management & Counsel
Ohio
$3.39M -$63.9K -875 -2%
PRS
1562
Pinkerton Retirement Specialists
Idaho
$3.38M +$90.7K +1,242 +3%
OC
1563
Oakworth Capital
Alabama
$3.37M +$346K +4,743 +12%
RB
1564
Rodgers Brothers
Pennsylvania
$3.37M
WFG
1565
Wills Financial Group
Virginia
$3.36M +$82K +1,123 +3%
VLKIM
1566
Van Lanschot Kempen Investment Management
Netherlands
$3.36M +$86.2K +1,180 +3%
AMG
1567
Advisors Management Group
Wisconsin
$3.36M -$28.2K -386 -0.8%
ARMT
1568
Amica Retiree Medical Trust
Rhode Island
$3.36M
CK
1569
Cohen Klingenstein
New York
$3.35M
PM
1570
Precept Management
Texas
$3.35M
RC
1571
RBF Capital
California
$3.35M
MIP
1572
Marietta Investment Partners
Wisconsin
$3.35M +$15.3K +210 +0.5%
BSWMG
1573
Barrington Strategic Wealth Management Group
Illinois
$3.35M -$30.7K -420 -0.9%
RAM
1574
Roanoke Asset Management
New Jersey
$3.35M -$241K -3,300 -7%
PFSC
1575
Peoples Financial Services Corp
Pennsylvania
$3.34M -$14.6K -200 -0.4%

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.