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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
TFF
2276
The Family Firm
Maryland
$416K +$219 +3 +0.1%
CCG
2277
Chatham Capital Group
Georgia
$413K -$132K -1,811 -25%
PVH
2278
Psagot Value Holdings
Israel
$410K
AC
2279
Allstate Corporation
Illinois
$408K -$8.49M -116,208 -96%
BLA
2280
Balter Liquid Alternatives
Massachusetts
$405K +$397K +5,435 New
CA
2281
Cortland Associates
Missouri
$404K
LIM
2282
Lagoda Investment Management
New York
$402K -$16.1K -220 -4%
SICM
2283
Sustainable Insight Capital Management
New York
$402K
ZF
2284
Zhang Financial
Michigan
$401K +$42.9K +587 +13%
PWAG
2285
Polaris Wealth Advisory Group
California
$400K +$135K +1,849 +52%
SG
2286
StoneX Group
New York
$397K -$2.61M -35,686 -87%
CAM
2287
Concorde Asset Management
Michigan
$396K -$26.4K -361 -6%
KIC
2288
Keating Investment Counselors
Florida
$396K
ECM
2289
Ensemble Capital Management
California
$396K +$15K +205 +4%
AW
2290
Alpha Windward
Massachusetts
$395K -$46.1K -631 -11%
NPPM
2291
North Point Portfolio Managers
Ohio
$394K
DCM
2292
Dimension Capital Management
Florida
$389K -$11.4K -156 -3%
BMCM
2293
Bryn Mawr Capital Management
Pennsylvania
$387K
CCB
2294
Cutter & Co Brokerage
Missouri
$385K -$25K -342 -6%
WRM
2295
Weybosset Research & Management
Rhode Island
$383K
CCA
2296
Clearwater Capital Advisors
Illinois
$382K +$32.1K +439 +10%
OAM
2297
Oberweis Asset Management
Illinois
$379K -$29.2K -400 -7%
MGAM
2298
McGowan Group Asset Management
Texas
$375K +$73 +1 +0%
PRCM
2299
Pine River Capital Management
Minnesota
$372K -$2.35M -32,120 -87%
PTC
2300
Provident Trust Company
Wisconsin
$372K -$121K -1,654 -25%

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.