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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
CS
1751
Comerica Securities
Michigan
$2.08M +$78.9K +1,080 +4%
RWA
1752
River Wealth Advisors
Pennsylvania
$2.07M +$191K +2,614 +10%
SG
1753
Somerset Group
Minnesota
$2.06M
FNB
1754
Farmers National Bank
Kentucky
$2.05M +$511K +6,998 +34%
ATC
1755
Adirondack Trust Company
New York
$2.05M +$8.4K +115 +0.4%
MFBTD
1756
MB Financial Bank - Trust Department
Illinois
$2.05M -$53.8K -736 -3%
GKFF
1757
George Kaiser Family Foundation
Oklahoma
$2.05M
MIC
1758
Meridian Investment Counsel
California
$2.04M +$3.65K +50 +0.2%
IAM
1759
Integre Asset Management
New York
$2.04M -$2.26M -30,948 -53%
MBT
1760
Monroe Bank & Trust
Michigan
$2.03M -$42.5K -582 -2%
FHC
1761
First Heartland Consultants
Missouri
$2.02M +$66.9K +916 +3%
WPA
1762
West Paces Advisors
Georgia
$2.01M +$1.97K +27 +0.1%
CAG
1763
Csenge Advisory Group
Florida
$2.01M +$1.97M +26,978 New
AF
1764
Allworth Financial
California
$2.01M +$198K +2,709 +11%
Rafferty Asset Management
1765
Rafferty Asset Management
New York
$2M -$45.1K -617 -2%
ARMC
1766
American Research & Management Company
Massachusetts
$1.99M +$73 +1 +0%
Tudor Investment Corp
1767
Tudor Investment Corp
Connecticut
$1.99M -$504K -6,905 -21%
PL
1768
Plancorp LLC
Missouri
$1.99M -$220K -3,017 -10%
AWM
1769
Avior Wealth Management
Nebraska
$1.99M +$50.4K +690 +3%
CPIG
1770
Chicago Partners Investment Group
Illinois
$1.98M +$1.33M +18,261 +219%
WA1
1771
Wimmer Associates 1
California
$1.98M -$94.7K -1,296 -5%
CM
1772
Churchill Management
California
$1.97M +$406K +5,553 +27%
Koshinski Asset Management
1773
Koshinski Asset Management
Illinois
$1.96M +$79.5K +1,088 +4%
SNBOSCI
1774
Security National Bank of Sioux City Iowa
Iowa
$1.96M +$25.7K +352 +1%
CCC
1775
Chelsea Counsel Company
California
$1.96M +$441K +6,040 +30%

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.