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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
SMC
2026
Smith, Moore & Co
Missouri
$978K +$264K +3,611 +38%
MC
2027
Matisse Capital
Oregon
$977K -$117K -1,599 -11%
SIC
2028
SFE Investment Counsel
California
$974K -$205K -2,801 -18%
FPB
2029
First PREMIER Bank
South Dakota
$970K +$21.9K +300 +2%
HMS
2030
Hanseatic Management Services
New Mexico
$966K -$1.63M -22,265 -63%
DT
2031
Diversified Trust
Tennessee
$966K -$15.2K -208 -2%
BCP
2032
Berkeley Capital Partners
Georgia
$958K -$11K -151 -1%
SIC
2033
Schwartz Investment Counsel
Michigan
$957K -$14.6K -200 -2%
HHGA
2034
Halbert Hargrove Global Advisors
California
$951K -$38.1K -522 -4%
FIAS
2035
FinTrust Investment Advisory Services
South Carolina
$946K +$927K +12,694 New
FC
2036
Fayerweather Charles
$945K -$27.4K -375 -3%
SAA
2037
Southeast Asset Advisors
Georgia
$939K +$30.2K +414 +3%
WCM
2038
Windward Capital Management
California
$937K +$48.9K +669 +6%
GLA
2039
Good Life Advisors
Pennsylvania
$936K +$34.4K +471 +4%
RVPG
2040
Relative Value Partners Group
$933K
RC
2041
Reik & Co
New York
$930K +$45.3K +620 +5%
GC
2042
Gilbert & Cook
Iowa
$929K -$805K -11,027 -47%
BIG
2043
Bellwether Investment Group
Tennessee
$924K +$1.24K +17 +0.1%
Kayne Anderson Rudnick Investment Management
2044
Kayne Anderson Rudnick Investment Management
California
$917K +$32K +438 +4%
WA
2045
Wealth Architects
California
$909K -$36.2K -496 -4%
FCB
2046
First Command Bank
Texas
$907K -$124K -1,702 -12%
FCFS
2047
First Command Financial Services
Texas
$907K -$124K -1,702 -12%
CWM
2048
Connecticut Wealth Management
Connecticut
$907K -$42.7K -585 -5%
MCWS
2049
McKinley Carter Wealth Services
West Virginia
$901K -$5.55K -76 -0.6%
JFGLC
2050
Johnson Financial Group LLC (Colorado)
Colorado
$901K +$48.3K +661 +6%

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.