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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
AF
2251
Affiance Financial
Minnesota
$456K +$54.8K +750 +14%
EMG
2252
ETF Managers Group
New Jersey
$456K +$78.7K +1,077 +21%
IGGA
2253
Iron Gate Global Advisors
Utah
$453K +$131K +1,795 +42%
PFA
2254
Pure Financial Advisors
California
$451K -$52.7K -721 -11%
MSTVIM
2255
Messner & Smith Theme Value Investment Management
California
$451K -$9.86K -135 -2%
AWM
2256
AllSquare Wealth Management
New York
$449K -$7.89K -108 -2%
PGCM
2257
Prescott Group Capital Management
Oklahoma
$447K
OLA
2258
Oliver Luxxe Assets
New Jersey
$443K -$5.77K -79 -1%
VI
2259
Versor Investments
New York
$442K +$5.77K +79 +1%
DDPIC
2260
Deroy & Devereaux Private Investment Counsel
Michigan
$442K +$62.4K +854 +17%
BP
2261
BBR Partners
New York
$441K +$57.3K +785 +15%
CL
2262
CIM LLC
New York
$440K -$25.2K -345 -6%
NFG
2263
Nations Financial Group
Iowa
$436K -$141K -1,924 -25%
DOA
2264
D'Orazio & Associates
Virginia
$435K -$9.86K -135 -2%
PFGIA
2265
Patriot Financial Group Insurance Agency
Massachusetts
$434K +$109K +1,486 +35%
DE
2266
Day & Ennis
Georgia
$433K -$49.9K -683 -11%
NA
2267
Nottingham Advisors
New York
$433K +$29.8K +408 +8%
DIP
2268
DT Investment Partners
Pennsylvania
$432K -$1.62M -22,195 -79%
GIM
2269
Groesbeck Investment Management
New Jersey
$432K
VFP
2270
Verus Financial Partners
Virginia
$427K -$21.8K -299 -5%
CCA
2271
Conestoga Capital Advisors
Pennsylvania
$426K
DWM
2272
Dakota Wealth Management
Florida
$426K
AWM
2273
Arbor Wealth Management
Florida
$426K +$13.4K +183 +4%
AWE
2274
Avidian Wealth Enterprises
Texas
$425K -$157K -2,148 -27%
NG
2275
Northstar Group
New York
$424K +$76.8K +1,052 +23%

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.