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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
ACC
1676
Accident Compensation Corp
New Zealand
$2.52M
WAM
1677
Wolverine Asset Management
Illinois
$2.52M +$2.47M +33,793 New
SC
1678
Searle & Co
Connecticut
$2.5M +$4.82K +66 +0.2%
MCM
1679
Marathon Capital Management
Maryland
$2.48M +$99.4K +1,361 +4%
BCM
1680
Boltwood Capital Management
California
$2.47M -$38.3K -525 -2%
CHAM
1681
Clear Harbor Asset Management
Connecticut
$2.47M +$3.65K +50 +0.2%
VCM
1682
Vision Capital Management
Oregon
$2.47M +$730 +10 +0%
FHA
1683
Flagship Harbor Advisors
Massachusetts
$2.46M +$71.1K +974 +3%
FAM
1684
Fortaleza Asset Management
Illinois
$2.46M +$777K +10,640 +48%
KCM
1685
KSA Capital Management
New Jersey
$2.46M
KFP
1686
Keystone Financial Planning
Ohio
$2.46M
JIC
1687
Joel Isaacson & Co
New York
$2.45M -$57.3K -785 -2%
HCA
1688
Harbour Capital Advisors
Virginia
$2.45M +$232K +3,175 +11%
GEA
1689
Glen Eagle Advisors
New Jersey
$2.44M -$856K -11,724 -26%
JCM
1690
Jag Capital Management
Missouri
$2.44M -$6.04M -82,668 -72%
KC
1691
Kingfisher Capital
North Carolina
$2.43M -$59K -808 -2%
LCM
1692
Laurion Capital Management
New York
$2.42M -$19.3M -263,869 -89%
JWM
1693
Jacobus Wealth Management
Wisconsin
$2.42M +$22.6K +310 +1%
PP
1694
Paloma Partners
Connecticut
$2.4M -$1.14M -15,564 -33%
FFC
1695
First Financial Corp
Indiana
$2.4M -$228K -3,122 -9%
SGA
1696
Strategic Global Advisors
California
$2.4M -$777K -10,633 -25%
BIC
1697
Bridges Investment Counsel
Nebraska
$2.39M -$2.4M -32,840 -51%
SFA
1698
Stewardship Financial Advisors
Georgia
$2.39M -$8.18K -112 -0.3%
MMPW
1699
Mitchell McLeod Pugh & Williams
Alabama
$2.39M
JFA
1700
Johanson Financial Advisors
California
$2.38M +$67.3K +921 +3%

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.