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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
DR
1851
Davis Rea
Ontario, Canada
$1.61M
KCPG
1852
Kavar Capital Partners Group
Kansas
$1.61M
CPO
1853
Cerity Partners OCIO
New York
$1.61M +$35.8K +490 +2%
SFWA
1854
Summit Financial Wealth Advisors
Louisiana
$1.6M -$186K -2,544 -11%
SIM
1855
SSI Investment Management
California
$1.6M +$160K +2,195 +11%
PAG
1856
Pinnacle Advisory Group
Maryland
$1.6M -$69.3K -949 -4%
CCA
1857
Catalyst Capital Advisors
New York
$1.59M
CD
1858
Carl Domino
Florida
$1.59M -$115K -1,575 -7%
PCM
1859
Perkins Capital Management
Minnesota
$1.58M -$29.2K -400 -2%
GWS
1860
Glassman Wealth Services
Virginia
$1.58M -$3.14K -43 -0.2%
ACP
1861
Aviance Capital Partners
Florida
$1.57M -$85.3K -1,168 -5%
AAM
1862
American Asset Management
Florida
$1.57M -$62.2K -852 -4%
ADBIC
1863
A.D. Beadell Investment Counsel
Wisconsin
$1.56M -$219K -3,000 -13%
OAM
1864
Occidental Asset Management
California
$1.55M +$33.4K +457 +2%
FCAG
1865
First Capital Advisors Group
New Jersey
$1.54M -$152K -2,083 -9%
NAM
1866
Needelman Asset Management
California
$1.54M -$71.2K -975 -5%
EAM
1867
Evanson Asset Management
California
$1.54M +$30.3K +415 +2%
BA
1868
Bristol Advisors
Pennsylvania
$1.53M +$475K +6,500 +46%
HFM
1869
Hartford Financial Management
Connecticut
$1.52M +$62.1K +850 +4%
DRD
1870
Dennis R. Delaney
$1.52M -$32.9K -450 -2%
FWP
1871
FAS Wealth Partners
Kansas
$1.52M +$174K +2,381 +13%
PG
1872
Proffitt & Goodson
Tennessee
$1.51M -$86.3K -1,181 -5%
WAP
1873
Wealthcare Advisory Partners
Pennsylvania
$1.51M +$1.47M +20,145 +11,446%
SNBOSD
1874
Security National Bank of So Dak
Iowa
$1.51M -$49.6K -679 -3%
HK
1875
Horizon Kinetics
New York
$1.51M +$68K +931 +5%

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.