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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
LA
1951
Lau Associates
Delaware
$1.25M +$74.8K +1,024 +7%
B
1952
Brightworth
Georgia
$1.25M +$1.22M +16,722 New
CWM
1953
Confluence Wealth Management
Oregon
$1.24M +$11.7K +160 +1%
PP
1954
PagnatoKarp Partners
Virginia
$1.24M +$43.9K +601 +4%
FC
1955
Financial Consulate
Maryland
$1.24M +$73 +1 +0%
VWA
1956
V Wealth Advisors
Kansas
$1.23M +$7.67K +105 +0.6%
BKA
1957
Brick & Kyle Associates
Pennsylvania
$1.23M +$26K +356 +2%
TIP
1958
Torray Investment Partners
Maryland
$1.23M -$70.9K -970 -6%
AFS
1959
Access Financial Services
Minnesota
$1.21M -$16.5K -226 -1%
PI
1960
Pettee Investors
Connecticut
$1.21M +$139K +1,900 +13%
EFSCE
1961
Enterprise Financial Services Corp (EFSC)
Missouri
$1.21M -$7.89K -108 -0.7%
AWS
1962
AJ Wealth Strategies
New York
$1.21M
RW
1963
REDW Wealth
New Mexico
$1.21M +$89.6K +1,226 +8%
IWM
1964
IHT Wealth Management
Illinois
$1.2M +$41.7K +571 +4%
BOS
1965
Bank of Stockton
California
$1.2M +$194K +2,658 +20%
RCIM
1966
Russell Clark Investment Management
United Kingdom
$1.19M +$1.17M +16,000 New
MUAMU
1967
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.18M +$804K +11,000 +224%
PCA
1968
Private Capital Advisors
Connecticut
$1.18M +$73K +1,000 +7%
BOS
1969
Bingham Osborn & Scarborough
California
$1.18M +$334K +4,567 +40%
CHA
1970
Cedar Hill Associates
Illinois
$1.18M +$1.16M +15,861 New
MFW
1971
Meristem Family Wealth
Minnesota
$1.18M -$20.1K -275 -2%
AA
1972
ALPS Advisors
Colorado
$1.18M -$35.2K -482 -3%
DM
1973
Diker Management
New York
$1.17M
BCM
1974
Bayesian Capital Management
New York
$1.17M -$562K -7,691 -33%
CFA
1975
Cahill Financial Advisors
Minnesota
$1.17M +$102K +1,398 +10%

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.