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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
FWSM
2201
First Wilshire Securities Management
California
$548K
FWM
2202
Focused Wealth Management
New York
$546K +$71.9K +984 +15%
GQG Partners
2203
GQG Partners
Florida
$544K -$19.1K -261 -3%
NEPWA
2204
New England Private Wealth Advisors
Massachusetts
$541K -$9.93K -136 -2%
GAM
2205
Gemmer Asset Management
California
$538K +$877 +12 +0.2%
TDC
2206
Thompson Davis & Co
Virginia
$534K -$383K -5,241 -42%
TA
2207
TMD & Associates
Arizona
$533K
AP
2208
Atwood & Palmer
Missouri
$527K
SIMM
2209
Stillwater Investment Management (Minnesota)
Minnesota
$527K +$2.63K +36 +0.5%
GRP
2210
Global Retirement Partners
California
$526K -$24.8K -339 -5%
FBFS
2211
First Business Financial Services
Wisconsin
$525K +$3.73K +51 +0.7%
MMA
2212
Miracle Mile Advisors
California
$523K +$20.7K +284 +4%
DWA
2213
Dorsey Wright & Associates
California
$521K +$73 +1 +0%
TC
2214
Trust Company
Kansas
$520K -$21.9K -300 -4%
ACM
2215
Armbruster Capital Management
New York
$520K
FAM
2216
Flaharty Asset Management
Florida
$519K +$497K +6,805 +97,214%
HHC
2217
Hutchin Hill Capital
New York
$516K -$356K -4,868 -41%
PAM
2218
Premier Asset Management
Illinois
$515K +$28.1K +384 +6%
OWM
2219
Orgel Wealth Management
Wisconsin
$506K -$3.58K -49 -0.7%
AIP
2220
Ahrens Investment Partners
Louisiana
$500K +$82.2K +1,125 +20%
PV
2221
Private Vista
Illinois
$500K +$194K +2,656 +65%
LIA
2222
LBMC Investment Advisors
Tennessee
$498K +$101K +1,383 +26%
AAP
2223
Arax Advisory Partners
Colorado
$496K -$23.4K -321 -5%
HCM
2224
Harvey Capital Management
Florida
$495K -$47.5K -650 -9%
CCM
2225
Chickasaw Capital Management
Tennessee
$492K

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.