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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
IAA
2176
Ironsides Asset Advisors
North Carolina
$605K
AIM
2177
Avity Investment Management
Connecticut
$602K -$137K -1,875 -19%
ECM
2178
Exchange Capital Management
Michigan
$594K +$8.98K +123 +2%
ARM
2179
Adirondack Research & Management
New York
$592K -$14.6K -200 -2%
EGA
2180
E&G Advisors
Texas
$592K -$14.6K -200 -2%
WCM
2181
Wedge Capital Management
North Carolina
$586K -$58.9M -806,039 -99%
AZA
2182
Arthur Zaske & Associates
Michigan
$586K
SSA
2183
Schonfeld Strategic Advisors
New York
$582K +$238K +3,253 +71%
DCM
2184
Driehaus Capital Management
Illinois
$581K -$654K -8,952 -53%
DAM
2185
Doheny Asset Management
California
$580K
ZAM
2186
Zevin Asset Management
Massachusetts
$580K +$96.1K +1,316 +20%
GA
2187
Geller Advisors
New York
$580K +$102K +1,390 +22%
DWM
2188
Destination Wealth Management
California
$578K -$54.3K -744 -9%
FAM
2189
Fenimore Asset Management
New York
$569K +$334K +4,579 +150%
BBP
2190
Banco BTG Pactual
Brazil
$568K +$557K +7,632 New
SAM
2191
Shikiar Asset Management
New York
$567K
IOOF
2192
Independent Order of Foresters
Ontario, Canada
$564K
GAMC
2193
Garner Asset Management Corp
Texas
$563K +$27.4K +375 +5%
SHJ
2194
Sharkey, Howes & Javer
Colorado
$562K +$16.3K +223 +3%
PAS
2195
Professional Advisory Services
Florida
$561K
EGM
2196
Engineers Gate Manager
New York
$561K +$550K +7,529 New
SSW
2197
Smith Shellnut Wilson
Mississippi
$558K -$308K -4,223 -36%
DLHL
2198
Donald L. Hagan LLC
Florida
$554K -$58.4K -800 -10%
PO
2199
Private Ocean
California
$553K +$4.75K +65 +0.9%
EP
2200
Edgestream Partners
New Jersey
$550K +$540K +7,390 New

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.