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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
SC
2051
Schulhoff & Co
Ohio
$900K +$9.13K +125 +1%
VHAM
2052
Van Hulzen Asset Management
California
$890K +$360K +4,926 +70%
SAM
2053
Summit Asset Management
Tennessee
$888K +$88.1K +1,206 +11%
OIA
2054
OneDigital Investment Advisors
Kansas
$882K -$211K -2,894 -20%
OFW
2055
Omnia Family Wealth
Florida
$881K -$59.4K -813 -6%
OA
2056
Outfitter Advisors
Virginia
$881K -$21.9K -300 -2%
HFA
2057
High Falls Advisors
New York
$872K +$95.3K +1,305 +13%
MF
2058
Magnetar Financial
Illinois
$868K +$199K +2,720 +30%
TCM
2059
Traynor Capital Management
Pennsylvania
$867K -$6.57K -90 -0.8%
WC
2060
Wexford Capital
Florida
$864K
CC
2061
Capital Counsel
New York
$863K
EDRIA
2062
Edmonds Duncan Registered Investment Advisors
Kansas
$862K +$29.2K +400 +4%
CWM
2063
Circle Wealth Management
New Jersey
$861K +$57.7K +790 +7%
LD
2064
Lipe & Dalton
New York
$859K -$7.3K -100 -0.9%
SIC
2065
Shoker Investment Counsel
Ohio
$858K -$4.75K -65 -0.6%
CIP
2066
Capital Insight Partners
Arizona
$858K +$72.7K +995 +9%
TWM
2067
Torch Wealth Management
Ohio
$851K +$73 +1 +0%
HA
2068
Harfst & Associates
Wyoming
$851K +$219 +3 +0%
CBT
2069
Central Bank & Trust
Kentucky
$848K +$730 +10 +0.1%
NWP
2070
Northstar Wealth Partners
Connecticut
$846K +$169K +2,312 +26%
SBL
2071
Sargent Bickham Lagudis
Colorado
$845K -$45K -616 -5%
PSC
2072
Prentiss Smith & Co
Vermont
$833K
CA
2073
Cornerstone Advisory
Maryland
$832K -$2.7K -37 -0.3%
WA
2074
WESPAC Advisors
California
$829K -$5.92K -81 -0.7%
WOC
2075
West Oak Capital
California
$827K +$30.2K +413 +4%

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.