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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
CWM
2151
Cedar Wealth Management
California
$659K +$33.2K +455 +5%
SS
2152
Simplicity Solutions
Minnesota
$658K -$675K -9,241 -51%
VCM
2153
Vigilant Capital Management
Maine
$654K +$7.3K +100 +1%
DA
2154
Dillon & Associates
Michigan
$651K +$21.9K +300 +4%
KP
2155
Keel Point
Alabama
$648K -$55.8K -764 -8%
RPA
2156
Rock Point Advisors
Vermont
$646K +$18.3K +250 +3%
CBA
2157
Coastal Bridge Advisors
Connecticut
$642K -$15.2K -208 -2%
UF
2158
Univest Financial
Pennsylvania
$641K -$41K -561 -6%
JIP
2159
Jaffetilchin Investment Partners
Florida
$640K +$247K +3,386 +65%
BFA
2160
Beaumont Financial Advisors
Massachusetts
$638K +$45.5K +623 +8%
AAM
2161
Autus Asset Management
Arizona
$637K +$126K +1,728 +25%
BW
2162
Biegel & Waller
Maryland
$632K -$126K -1,725 -17%
TI
2163
Turner Investments
Pennsylvania
$632K
HFM
2164
Harvest Fund Management
China
$631K
KA
2165
Klingman & Associates
New York
$630K -$74K -1,013 -11%
KLWA
2166
Kelly Lawrence W & Associates
California
$630K
LF
2167
Lee Financial
Texas
$627K -$11K -150 -2%
USGIU
2168
U.S. Global Investors (USGI)
Texas
$626K +$614K +8,400 New
MSR
2169
Main Street Research
Connecticut
$624K -$193K -2,640 -24%
ODCM
2170
Old Dominion Capital Management
Virginia
$617K +$4.24K +58 +0.7%
DWM
2171
Darwin Wealth Management
Florida
$616K -$1.95M -26,726 -76%
NVIM
2172
New Vernon Investment Management
Illinois
$614K
PAMG
2173
Patton Albertson Miller Group
Tennessee
$609K -$5.77K -79 -1%
HCM
2174
Highlander Capital Management
New Jersey
$606K
KF
2175
Krilogy Financial
Missouri
$606K +$39.4K +539 +7%

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.