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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
ECM
1651
Elgethun Capital Management
South Dakota
$2.71M -$1.97K -27 -0.1%
MWM
1652
Modera Wealth Management
New Jersey
$2.69M -$23.7K -324 -0.9%
WI
1653
Wintrust Investments
Illinois
$2.67M +$66.5K +910 +3%
PWMAG
1654
Pinnacle Wealth Management Advisory Group
New Jersey
$2.66M +$5.92K +81 +0.2%
SCA
1655
Snowden Capital Advisors
New York
$2.64M +$286K +3,911 +12%
SAM
1656
SignalPoint Asset Management
Missouri
$2.63M -$605K -8,284 -19%
CWM
1657
Cornerstone Wealth Management
Missouri
$2.63M +$130K +1,781 +5%
JFA
1658
JNBA Financial Advisors
Minnesota
$2.62M +$36.2K +496 +1%
LCM
1659
Leisure Capital Management
California
$2.62M -$20.5K -281 -0.8%
MHS
1660
M Holdings Securities
Oregon
$2.62M +$139K +1,905 +6%
CYG
1661
Clean Yield Group
Vermont
$2.61M -$124K -1,693 -5%
ACM
1662
Atika Capital Management
New York
$2.61M -$1.1M -15,000 -30%
LI
1663
Longer Investments
Arkansas
$2.6M -$20.5K -280 -0.8%
BI
1664
Boulegeris Investments
Georgia
$2.6M +$221K +3,025 +9%
PA
1665
Probity Advisors
Texas
$2.6M -$148K -2,022 -5%
IUHSA
1666
Itau Unibanco Holding S.A.
Brazil
$2.58M -$124K -1,703 -13%
CA
1667
Corrado Advisors
New Jersey
$2.58M -$12.8K -175 -0.5%
CIA
1668
Cascade Investment Advisors
Oregon
$2.57M -$29.2K -400 -1%
FCCM
1669
First City Capital Management
Georgia
$2.57M -$71.1K -974 -3%
SOAMC
1670
Spirit of America Management Corp
New York
$2.57M
ANB
1671
Amarillo National Bank
Texas
$2.56M +$30.3K +415 +1%
AIM
1672
Acropolis Investment Management
Missouri
$2.56M -$189K -2,590 -7%
PFS
1673
Physicians Financial Services
North Carolina
$2.55M -$7.3K -100 -0.3%
HCC
1674
Hirtle Callaghan & Co
Pennsylvania
$2.54M +$2.44M +33,400 +4,563%
LCM
1675
Lee Capital Management
New York
$2.53M

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.