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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
GIM
1826
Guardian Investment Management
California
$1.71M -$219K -3,000 -12%
BW
1827
Bison Wealth
Georgia
$1.71M -$39.6K -542 -2%
SRCM
1828
Swift Run Capital Management
Virginia
$1.71M -$18.3K -250 -1%
MC
1829
Miles Capital
Iowa
$1.7M -$113K -1,541 -6%
YP
1830
Yellowstone Partners
Idaho
$1.7M +$1.67M +22,853 New
WIM
1831
Westside Investment Management
California
$1.7M +$19.9K +273 +1%
ICOM
1832
Investment Counselors of Maryland
Maryland
$1.7M -$47.5K -650 -3%
EU
1833
Emory University
Georgia
$1.7M -$33.7K -461 -2%
JCM
1834
Jacobi Capital Management
Pennsylvania
$1.69M +$158K +2,166 +11%
BTNA
1835
Bremer Trust National Association
Minnesota
$1.69M -$97K -1,328 -6%
KWM
1836
Kingsview Wealth Management
Oregon
$1.68M +$132K +1,811 +9%
AFP
1837
Ausdal Financial Partners
Iowa
$1.67M +$3.36K +46 +0.2%
EA
1838
Emerald Advisers
Pennsylvania
$1.67M -$7.08K -97 -0.4%
WCM
1839
Wunderlich Capital Managemnt
Tennessee
$1.67M +$42K +575 +3%
SMC
1840
S. Muoio & Co
New York
$1.66M -$351K -4,800 -18%
BWM
1841
BerganKDV Wealth Management
Minnesota
$1.65M +$1.19M +16,295 +279%
AWP
1842
Ascent Wealth Partners
New York
$1.64M +$19K +260 +1%
QAM
1843
Quantres Asset Management
Cayman Islands
$1.63M +$278K +3,800 +21%
ECAM
1844
East Coast Asset Management
Massachusetts
$1.63M -$166K -2,274 -9%
WP
1845
WealthPLAN Partners
Nebraska
$1.62M +$105K +1,435 +7%
HCM
1846
HM Capital Management
Missouri
$1.62M +$14.7K +201 +0.9%
SCG
1847
Sonata Capital Group
Washington
$1.61M -$36.5K -500 -2%
ZCI
1848
Zevenbergen Capital Investments
Washington
$1.61M +$5.92K +81 +0.4%
AB
1849
Atlas Brown
Kentucky
$1.61M +$198K +2,715 +14%
EML
1850
Eos Management LP
New York
$1.61M

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.