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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
GI
2126
Gradient Investments
Minnesota
$702K +$133K +1,825 +24%
GWI
2127
Grace & White Inc
New York
$700K
LFA
2128
Landmark Financial Advisors
Kentucky
$700K +$365 +5 +0.1%
HI
2129
Hudock Inc
Pennsylvania
$700K +$16.3K +223 +2%
BWM
2130
Baystate Wealth Management
Massachusetts
$698K -$113K -1,541 -14%
SIA
2131
Starfire Investment Advisers
Michigan
$696K -$219 -3 -0%
ABTD
2132
Arvest Bank Trust Division
Oklahoma
$695K -$2.85K -39 -0.4%
PCM
2133
Palisade Capital Management
New Jersey
$695K +$89.8K +1,230 +15%
CAL
2134
Capital Advisors Ltd
Ohio
$694K
VCP
2135
Vista Capital Partners
Oregon
$691K +$73 +1 +0%
PCMM
2136
Private Capital Management (Minnesota)
Minnesota
$689K +$18.3K +250 +3%
CP
2137
Coho Partners
Pennsylvania
$684K -$2.04K -28 -0.3%
VAS
2138
Valicenti Advisory Services
New York
$683K -$7.3K -100 -1%
WI
2139
WrapManager Inc
California
$678K +$665K +9,100 New
SFS
2140
Summit Financial Strategies
Ohio
$677K -$75.2K -1,029 -10%
CGA
2141
Crescent Grove Advisors
Illinois
$672K +$63.9K +875 +11%
SCP
2142
Syntal Capital Partners
Texas
$672K +$74.8K +1,024 +13%
CC
2143
Cedar Capital
Illinois
$671K +$100K +1,371 +18%
FHB
2144
First Hawaiian Bank
Hawaii
$671K +$139K +1,902 +27%
VOAM
2145
Vertex One Asset Management
British Columbia, Canada
$670K -$475K -6,500 -42%
CFA
2146
Capstone Financial Advisors
Illinois
$670K -$950 -13 -0.1%
DBG
2147
De Burlo Group
Massachusetts
$669K
DCM
2148
Dynamic Capital Management
Jersey
$667K -$61K -835 -9%
IF
2149
IRON Financial
Illinois
$667K -$5.48K -75 -0.8%
FUBT
2150
First United Bank & Trust
Maryland
$659K -$12.2K -167 -2%

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.