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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
EWM
1776
Endurance Wealth Management
Rhode Island
$1.96M -$45.6K -624 -2%
HH
1777
Hilltop Holdings
Texas
$1.95M -$67.5K -924 -3%
OFS
1778
Orrstown Financial Services
Pennsylvania
$1.95M +$13.4K +184 +0.7%
EHWM
1779
Eads & Heald Wealth Management
Georgia
$1.94M -$90.3K -1,236 -5%
BCM
1780
Brown Capital Management
Maryland
$1.94M -$40.4K -553 -2%
RGIA
1781
Rainier Group Investment Advisory
Washington
$1.94M -$11K -150 -0.6%
AIM
1782
Advantage Investment Management
Iowa
$1.93M +$88.4K +1,210 +5%
HIM
1783
Hutchens Investment Management
New Hampshire
$1.93M -$1.59M -21,730 -46%
DMC
1784
Drexel Morgan & Co
Pennsylvania
$1.92M -$39.2K -537 -2%
HWA
1785
Heritage Wealth Advisors
Virginia
$1.91M +$114K +1,559 +6%
MCM
1786
Matarin Capital Management
New York
$1.91M -$198K -2,715 -10%
CWM
1787
CMH Wealth Management
New Hampshire
$1.91M +$1.87M +25,615 New
Twin Tree Management
1788
Twin Tree Management
Texas
$1.91M -$2.39M -32,782 -56%
NFG
1789
Nadler Financial Group
Illinois
$1.91M -$7.3K -100 -0.4%
FM
1790
Forward Management
California
$1.9M +$33.6K +460 +2%
UAS
1791
United Asset Strategies
New York
$1.9M +$359K +4,913 +24%
RMAM
1792
Raab & Moskowitz Asset Management
New Jersey
$1.89M +$804 +11 +0%
TBNY
1793
Trustco Bank (New York)
New York
$1.89M -$43.8K -600 -2%
SMM
1794
Stadion Money Management
Georgia
$1.88M -$202K -2,766 -10%
CCG
1795
Ceeto Capital Group
Florida
$1.88M +$1.84M +25,200 New
GI
1796
GS Investments
Minnesota
$1.88M +$2.92K +40 +0.2%
WAS
1797
Winch Advisory Services
Wisconsin
$1.87M +$135K +1,849 +8%
CGL
1798
Clarius Group LLC
Washington
$1.87M -$856K -11,718 -32%
KFBMI
1799
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.86M
CCI
1800
Credit Capital Investments
New Jersey
$1.86M

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.