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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
NBG
2076
Nancy B. Gardiner
$827K
SXL
2077
Summit X LLC
Missouri
$820K -$268K -3,666 -25%
AC
2078
Addison Capital
Pennsylvania
$819K -$9.93K -136 -1%
AWA
2079
Arete Wealth Advisors
Illinois
$818K +$80.8K +1,106 +11%
GJCM
2080
Grand Jean Capital Management
California
$817K
TIM
2081
Tortoise Investment Management
New York
$814K +$216K +2,952 +37%
LMAM
2082
Legg Mason Asset Management
Japan
$812K -$29.2K -400 -4%
EM
2083
ELCO Management
New York
$812K +$1.46K +20 +0.2%
MPIA
2084
Mountain Pacific Investment Advisers
Idaho
$805K -$20.1K -275 -2%
RA
2085
RFG Advisory
Alabama
$805K +$95.1K +1,302 +14%
GHAM
2086
Gilman Hill Asset Management
Connecticut
$804K +$17.7K +242 +2%
HPCM
2087
High Pointe Capital Management
Illinois
$786K -$31.4K -430 -4%
RWG
2088
Regal Wealth Group
California
$785K -$602K -8,238 -44%
WIC
2089
Wilkins Investment Counsel
Massachusetts
$782K +$28.9K +395 +4%
AA
2090
Alesco Advisors
New York
$775K +$199K +2,723 +35%
TG
2091
Threshold Group
Washington
$774K +$759K +10,390 New
AI
2092
Accredited Investors
Minnesota
$771K -$42K -575 -5%
SKK
2093
Shepherd Kaplan Krochuk
Massachusetts
$768K
BWA
2094
Burt Wealth Advisors
Maryland
$768K +$23.2K +318 +3%
FAN
2095
Financial Advisors Network
California
$767K -$20.5K -280 -3%
FBT
2096
First Bank & Trust
South Dakota
$765K +$657 +9 +0.1%
CW
2097
Cobiz Wealth
Colorado
$764K -$24.2K -331 -3%
KI
2098
Koch Industries
Kansas
$764K +$140K +1,916 +23%
IA
2099
Independence Advisors
Pennsylvania
$763K
PBO
2100
Peoples Bank (Ohio)
Ohio
$761K -$36.5K -500 -5%

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.