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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
FIM
2226
Fernwood Investment Management
Massachusetts
$492K
BC
2227
Banced Corp
Illinois
$490K -$45.1K -617 -9%
TFO
2228
Tarbox Family Office
California
$490K +$109K +1,491 +29%
ACP
2229
Arcus Capital Partners
Georgia
$490K +$250K +3,425 +108%
FA
2230
Fortis Advisors
Pennsylvania
$487K -$321K -4,393 -40%
BIM
2231
Bridgecreek Investment Management
Oklahoma
$487K -$37.2K -509 -7%
IG
2232
Ithaka Group
Virginia
$484K
TCM
2233
TD Capital Management
Tennessee
$480K +$15.5K +212 +3%
MSS
2234
Mitchell Sinkler & Starr
Pennsylvania
$477K +$99K +1,355 +27%
ESBC
2235
E.S. Barr & Co
Kentucky
$475K +$107K +1,468 +30%
RWA
2236
RGT Wealth Advisors
Texas
$474K -$70.1K -960 -13%
RP
2237
Reinhart Partners
Wisconsin
$473K -$99.7K -1,365 -18%
CA
2238
Continuum Advisory
Idaho
$471K -$6.57K -90 -1%
B
2239
Bellecapital
Switzerland
$471K
WDL
2240
Well Done LLC
Michigan
$471K +$93.8K +1,284 +26%
LCM
2241
Lucas Capital Management
New Jersey
$469K
AIA
2242
Affinity Investment Advisors
California
$469K +$14.6K +200 +3%
IWA
2243
Intercontinental Wealth Advisors
Texas
$468K -$950 -13 -0.2%
MLIC
2244
Mandatum Life Insurance Company
Finland
$465K
EWM
2245
Evermay Wealth Management
Virginia
$463K +$56K +766 +14%
PFA
2246
Paradigm Financial Advisors
Missouri
$462K
LC
2247
Landaas & Company
Wisconsin
$461K +$452K +6,190 New
JWA
2248
JFS Wealth Advisors
Pennsylvania
$460K +$39.7K +544 +10%
SA
2249
SRH Advisors
Kansas
$459K
BFG
2250
Bouchey Financial Group
New York
$459K +$9.28K +127 +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.