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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
NED
1901
Nancy E. Dempze
$1.41M -$4.75K -65 -0.3%
NB
1902
Nicolet Bankshares
Wisconsin
$1.41M -$23.7K -324 -2%
GBT
1903
Grove Bank & Trust
Florida
$1.41M +$201K +2,746 +17%
ITIM
1904
Indiana Trust & Investment Management
Indiana
$1.4M -$50.5K -691 -4%
BSB
1905
Bangor Savings Bank
Maine
$1.4M +$9.42K +129 +0.7%
ICM
1906
IMS Capital Management
Oregon
$1.4M +$51K +698 +4%
Kovitz Investment Group Partners
1907
Kovitz Investment Group Partners
Illinois
$1.4M +$85.1K +1,165 +7%
WCBA
1908
Weaver C. Barksdale & Associates
Tennessee
$1.39M -$92.3K -1,264 -6%
SFM
1909
Signature Financial Management
Virginia
$1.39M +$330K +4,517 +26%
SFM
1910
Signet Financial Management
New Jersey
$1.38M +$104K +1,420 +8%
NERM
1911
New England Research & Management
Illinois
$1.38M +$37.3K +511 +3%
SSG
1912
Summit Securities Group
New York
$1.37M -$16.5M -226,125 -92%
PFBT
1913
Parkside Financial Bank & Trust
Missouri
$1.37M -$9.28K -127 -0.7%
IAS
1914
IMA Advisory Services
Colorado
$1.36M +$29K +397 +2%
PWM
1915
Perigon Wealth Management
California
$1.36M -$2.07M -28,349 -61%
FSCM
1916
Front Street Capital Management
Montana
$1.35M -$23.7K -325 -2%
CPA
1917
Cowen Prime Advisors
New York
$1.35M -$87.7K -1,200 -6%
SGCA
1918
Steel Grove Capital Advisors
Tennessee
$1.35M +$130K +1,782 +11%
EI
1919
Elkhorn Investments
Illinois
$1.34M +$117K +1,605 +10%
DA
1920
DSC Advisors
Illinois
$1.34M +$402K +5,499 +44%
CWA
1921
Cypress Wealth Advisors
California
$1.34M +$15.1K +207 +1%
AF
1922
AMG Funds
Connecticut
$1.33M -$666K -9,121 -34%
ACM
1923
Aviance Capital Management
Florida
$1.33M -$243K -3,331 -16%
AMIM
1924
Aull & Monroe Investment Management
Alabama
$1.33M -$36.5K -500 -3%
BHB
1925
Bank Hapoalim BM
Israel
$1.32M +$409K +5,603 +46%

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.