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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
WA
1976
WealthTrust-Arizona
Arizona
$1.17M +$44.2K +605 +4%
ANTB
1977
AMG National Trust Bank
Colorado
$1.16M +$146K +1,999 +15%
NP
1978
Ninepoint Partners
Ontario, Canada
$1.16M +$1.14M +15,600 New
PK
1979
Pflug Koory
Nebraska
$1.16M -$3.65K -50 -0.3%
SBWM
1980
Sunflower Bank Wealth Management
Arizona
$1.16M -$1.91M -26,200 -63%
BCM
1981
Brookstone Capital Management
Illinois
$1.15M -$11.4K -156 -1%
LWM
1982
Lenox Wealth Management
Ohio
$1.14M +$63.8K +874 +6%
MSU
1983
Mizuho Securities USA
New York
$1.14M +$1.12M +15,307 New
BBNB
1984
Baker Boyer National Bank
Washington
$1.14M -$36.5K -500 -3%
GCP
1985
GSA Capital Partners
United Kingdom
$1.13M +$240K +3,285 +28%
CG
1986
Cutler Group
California
$1.12M -$7.17M -98,134 -87%
GC
1987
Gruss & Co
Florida
$1.12M +$131K +1,800 +14%
MFS
1988
Madrona Financial Services
Washington
$1.11M +$1.61K +22 +0.1%
PHAM
1989
Palisades Hudson Asset Management
Florida
$1.11M -$8.04K -110 -0.7%
NCM
1990
Nelson Capital Management
California
$1.1M -$29.2K -400 -3%
KTC
1991
Kistler-Tiffany Companies
Pennsylvania
$1.1M +$477K +6,531 +80%
HA
1992
Halsey Associates
Connecticut
$1.09M
PA
1993
Planning Alternatives
Michigan
$1.08M -$69.5K -952 -6%
MCM
1994
Manchester Capital Management
Vermont
$1.08M
FNBSF
1995
First National Bank Sioux Falls
South Dakota
$1.08M -$83.5K -1,143 -7%
CHP
1996
Cable Hill Partners
Oregon
$1.07M +$215K +2,947 +26%
CPA
1997
Clear Perspective Advisors
Illinois
$1.07M -$118K -1,609 -10%
CCWA
1998
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.07M +$1.05M +14,390 New
TAM
1999
Todd Asset Management
Kentucky
$1.07M
NP
2000
NorthRock Partners
Minnesota
$1.06M +$383K +5,248 +58%

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.