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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
CA
2001
Capital Advantage
California
$1.06M -$57.3K -785 -5%
HCM
2002
HMS Capital Management
Tennessee
$1.06M +$1.04M +14,247 New
WP
2003
WealthSource Partners
California
$1.06M -$18.3K -251 -2%
JG
2004
Jefferies Group
New York
$1.06M -$34.8M -476,830 -97%
CC
2005
Cognios Capital
Kansas
$1.06M -$127K -1,736 -11%
GHA
2006
Garcia Hamilton & Associates
Texas
$1.05M -$1.18M -16,141 -53%
QCMA
2007
Quad Capital Management Advisors
New York
$1.04M +$1.02M +14,000 New
LGC
2008
Laurel Grove Capital
California
$1.04M
SWA
2009
SFMG Wealth Advisors
Texas
$1.04M +$2.92K +40 +0.3%
BEC
2010
Blue Edge Capital
Virginia
$1.04M +$46.2K +632 +5%
BI
2011
Bramshill Investments
Florida
$1.04M -$71.3K -976 -7%
VIA
2012
Vantage Investment Advisors
Pennsylvania
$1.03M +$51.3K +702 +5%
HJA
2013
Hugh Johnson Advisors
New York
$1.03M +$355K +4,863 +54%
FC
2014
Forte Capital
New York
$1.03M +$61.4K +840 +6%
GA
2015
Greytown Advisors
Florida
$1.03M +$463K +6,337 +84%
NCM
2016
Noesis Capital Mangement
Florida
$1.03M +$21.7K +297 +2%
AAM
2017
AR Asset Management
California
$1.03M
VF
2018
Virtu Financial
New York
$1.03M +$1.01M +13,788 New
SAM
2019
Security Asset Management
New York
$1.02M +$20.2K +277 +2%
BMC
2020
Beaton Management Company
Massachusetts
$1.02M +$3.65K +50 +0.4%
PI
2021
PHH Investments
Texas
$1.02M -$79.3K -1,086 -7%
VNA
2022
VNBTrust National Association
Virginia
$1.01M -$39.3K -538 -4%
GAM
2023
Gould Asset Management
California
$1.01M +$28.5K +390 +3%
NSB
2024
Norway Savings Bank
Maine
$996K +$11.7K +160 +1%
PCM
2025
Pointe Capital Management
Michigan
$991K +$13K +178 +1%

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.