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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
SQA
1626
Simon Quick Advisors
New Jersey
$2.92M +$1.03M +14,089 +56%
APTFM
1627
AGUR Provident & Training Funds Management
Israel
$2.91M
PAM
1628
Paradigm Asset Management
New York
$2.88M -$1,000K -13,686 -26%
BCM
1629
Bluefin Capital Management
New York
$2.88M +$1.41M +19,288 +100%
S
1630
SignatureFD
Georgia
$2.86M +$60.2K +824 +2%
MBT
1631
Montecito Bank & Trust
California
$2.86M -$160K -2,186 -5%
IAM
1632
Impala Asset Management
Florida
$2.85M -$6.46M -88,476 -70%
PFS
1633
Prospera Financial Services
Texas
$2.85M -$5.92K -81 -0.2%
LSCM
1634
LaSalle Street Capital Management
Illinois
$2.85M
CAM
1635
Cacti Asset Management
Georgia
$2.84M +$68.3K +935 +2%
Financial Engines Advisors
1636
Financial Engines Advisors
California
$2.81M -$1.45M -19,807 -34%
IT
1637
Independence Trust
Tennessee
$2.81M
LCP
1638
Legacy Capital Partners
Wisconsin
$2.8M +$16K +219 +0.6%
CSA
1639
Cottage Street Advisors
Massachusetts
$2.8M +$91.5K +1,253 +3%
MIM
1640
Miller Investment Management
Pennsylvania
$2.8M
WPA
1641
Winning Points Advisors
Florida
$2.79M +$146K +2,000 +6%
NIC
1642
Northwest Investment Counselors
Oregon
$2.78M -$13.1K -179 -0.5%
JAM
1643
JCIC Asset Management
Ontario, Canada
$2.78M -$41.3K -565 -1%
CCM
1644
Cribstone Capital Management
Maine
$2.75M -$81.2K -1,111 -3%
DJSG
1645
D.J. St. Germain
Massachusetts
$2.74M +$138K +1,896 +5%
AMAL
1646
Asset Management Advisors LLC
Oklahoma
$2.73M -$1.35M -18,450 -33%
ATIA
1647
American Trust Investment Advisors
New Hampshire
$2.73M +$5.48K +75 +0.2%
SCI
1648
Stableford Capital II
Arizona
$2.73M +$163K +2,231 +6%
MCM
1649
Marsico Capital Management
Colorado
$2.72M
SIAP
1650
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.72M -$167K -2,293 -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.