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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
HA
1801
Harbor Advisors
Florida
$1.86M
FLI
1802
Family Legacy Inc
South Carolina
$1.86M -$1.69M -23,203 -48%
VCM
1803
Versant Capital Management
Arizona
$1.86M -$23.1K -316 -1%
WPW
1804
Waldron Private Wealth
Pennsylvania
$1.86M +$357K +4,891 +24%
SAMC
1805
Spectrum Asset Management (California)
California
$1.84M -$74.1K -1,015 -4%
CCM
1806
Carlson Capital Management
Minnesota
$1.83M -$19.2K -263 -1%
BIA
1807
BMT Investment Advisors
Pennsylvania
$1.82M +$1.78M +24,426 New
PMFA
1808
Plante Moran Financial Advisors
Michigan
$1.82M +$67.7K +927 +4%
PIM
1809
Partner Investment Management
California
$1.81M -$119K -1,628 -6%
BFPW
1810
BOK Financial Private Wealth
Colorado
$1.8M -$27.2K -373 -2%
HFBOT
1811
Home Federal Bank of Tennessee
Tennessee
$1.8M -$14.6K -200 -0.8%
NCM
1812
Northside Capital Management
Oregon
$1.8M
MSFP
1813
Mark Sheptoff Financial Planning
Connecticut
$1.8M +$58.4K +800 +3%
KS
1814
Karpas Strategies
Connecticut
$1.79M +$1.97K +27 +0.1%
PWSG
1815
Pacific Wealth Strategies Group
California
$1.79M +$93.9K +1,286 +6%
TPWA
1816
TRUE Private Wealth Advisors
Oregon
$1.79M +$21.8K +299 +1%
CAS
1817
Cue Advisory Services
Arizona
$1.78M -$44K -603 -2%
KA
1818
Kovack Advisors
Florida
$1.77M -$401K -5,486 -19%
Carson Wealth (CWM LLC)
1819
Carson Wealth (CWM LLC)
Nebraska
$1.75M -$517K -7,077 -23%
GAG
1820
GM Advisory Group
New York
$1.74M +$6.06K +83 +0.4%
CRCM
1821
Crystal Rock Capital Management
Illinois
$1.73M +$469K +6,425 +38%
KC
1822
Kepos Capital
New York
$1.73M +$1.7M +23,282 New
PIM
1823
Platinum Investment Management
Australia
$1.73M
FIM
1824
Farmhouse Investment Management
California
$1.73M
TIM
1825
Thornburg Investment Management
New Mexico
$1.72M

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.