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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
VFPI
1876
Vantage Financial Partners (Illinois)
Illinois
$1.51M -$139K -1,900 -9%
MS
1877
Marshall & Sullivan
Washington
$1.51M
MIM
1878
Montgomery Investment Management
Maryland
$1.5M
SM
1879
Sciencast Management
New Jersey
$1.5M +$1.3M +17,757 New
WIP
1880
Wellesley Investment Partners
Massachusetts
$1.5M -$2.19K -30 -0.1%
PC
1881
Palo Capital
California
$1.5M +$189K +2,587 +15%
BOC
1882
Barbara Oil Co
Illinois
$1.49M
OAMG
1883
Odey Asset Management Group
United Kingdom
$1.49M
IAMOG
1884
Investors Asset Management of Georgia
Georgia
$1.49M -$7.3K -100 -0.5%
ACM
1885
Ashford Capital Management
Delaware
$1.48M +$105K +1,440 +8%
SWA
1886
Sutton Wealth Advisors
Florida
$1.48M -$6.21K -85 -0.4%
SJL
1887
Shayne & Jacobs LLC
Tennessee
$1.48M
NBC
1888
Neuberger Berman Canada
Ontario, Canada
$1.47M +$261K +3,569 +22%
MFW
1889
Mosaic Family Wealth
Missouri
$1.47M +$213K +2,913 +17%
FMTCOCP
1890
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.46M -$398K -5,454 -22%
WI
1891
Wedgewood Investors
Pennsylvania
$1.45M
FA
1892
FCG Advisors
New Jersey
$1.44M -$337K -4,618 -18%
FCFC
1893
First Commonwealth Financial Corp
Pennsylvania
$1.44M -$87.4K -1,196 -6%
BIM
1894
Beach Investment Management
Pennsylvania
$1.43M -$546K -7,470 -28%
MA
1895
MCF Advisors
Kentucky
$1.43M -$3.36K -46 -0.2%
TCM
1896
Tributary Capital Management
Nebraska
$1.43M -$14.6K -200 -1%
JGIA
1897
Jackson Grant Investment Advisers
Connecticut
$1.42M -$3.73K -51 -0.3%
HIC
1898
Harvey Investment Company
Kentucky
$1.42M +$43.8K +600 +3%
PH
1899
Pinnacle Holdings
Oklahoma
$1.42M +$83.6K +1,145 +6%
OCG
1900
Opus Capital Group
Ohio
$1.42M -$110K -1,500 -7%

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.