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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
HI
1701
Harrington Investments
California
$2.38M +$2.33M +31,935 New
BHBT
1702
Burke & Herbert Bank & Trust
Virginia
$2.38M -$8.4K -115 -0.4%
AIM
1703
Aspen Investment Management
Michigan
$2.37M
PIM
1704
Profit Investment Management
Maryland
$2.37M -$12.8K -175 -0.5%
PTCG
1705
Pring Turner Capital Group
California
$2.36M -$74.9K -1,025 -3%
RT
1706
Rockland Trust
Massachusetts
$2.36M +$178K +2,437 +8%
SCM
1707
Sterneck Capital Management
Missouri
$2.36M +$22.3K +305 +1%
IP
1708
Investment Partners
Ohio
$2.35M +$33.4K +457 +1%
BCSB
1709
Bristol County Savings Bank
Massachusetts
$2.35M +$2.3M +31,514 New
BFG
1710
Beacon Financial Group
Texas
$2.34M +$308K +4,218 +16%
HA
1711
Hamel Associates
New Jersey
$2.33M -$117K -1,600 -5%
FFSOTS
1712
Fiduciary Financial Services of The Southwest
Texas
$2.33M +$215K +2,950 +10%
WCF
1713
West Coast Financial
California
$2.33M +$1.62M +22,128 +243%
VAM
1714
Verity Asset Management
North Carolina
$2.32M +$1.34M +18,313 +175%
KWMG
1715
King Wealth Management Group
Florida
$2.3M +$64.4K +881 +3%
QCG
1716
Quadrant Capital Group
Ohio
$2.28M +$37.7K +516 +2%
HIM
1717
Herald Investment Management
United Kingdom
$2.28M
PCP
1718
Proficio Capital Partners
Massachusetts
$2.27M +$53.9K +738 +2%
DSAM
1719
Dock Street Asset Management
Florida
$2.27M +$9.13K +125 +0.4%
FIM
1720
Fruth Investment Management
Texas
$2.25M -$14.6K -200 -0.7%
LC
1721
LCNB Corp
Ohio
$2.25M -$1.1K -15 -0%
UFG
1722
United Fire Group
Iowa
$2.23M
RIM
1723
Regent Investment Management
Kentucky
$2.23M -$419K -5,738 -16%
LOAMS
1724
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.21M
GVT
1725
Genesee Valley Trust
New York
$2.2M +$1.64M +22,484 +316%

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.