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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
OIM
2301
Opus Investment Management
Massachusetts
$372K
SM
2302
SG3 Management
Puerto Rico
$372K +$365K +5,000 New
JAFL
2303
Jay A. Fishman Ltd
Michigan
$372K +$59K +808 +19%
BIM
2304
Baldwin Investment Management
Pennsylvania
$369K +$16.4K +225 +5%
FP
2305
Foundry Partners
Minnesota
$368K
MCM
2306
MV Capital Management
Maryland
$367K
AWM
2307
Affinity Wealth Management
Delaware
$365K
AIS
2308
Accurate Investment Solutions
Pennsylvania
$364K +$55.9K +765 +19%
FIM
2309
Friedberg Investment Management
Texas
$362K -$714K -9,770 -67%
AEPG
2310
American Economic Planning Group
New Jersey
$362K -$5.63K -77 -2%
FAG
2311
Financial Advisory Group
Texas
$361K -$3.43K -47 -1%
RPAM
2312
Rhenman & Partners Asset Management
Sweden
$357K
OCM
2313
Orleans Capital Management
Louisiana
$356K +$349K +4,778 New
AWMG
2314
Alliance Wealth Management Group
New Jersey
$354K +$347K +4,746 New
AIP
2315
Almanack Investment Partners
Pennsylvania
$353K -$9.79K -134 -3%
RFWA
2316
RPg Family Wealth Advisory
Massachusetts
$352K +$15K +206 +5%
LA
2317
Lucus Advisors
New York
$351K +$344K +4,708 New
HP
2318
HT Partners
Connecticut
$349K -$10.7K -146 -3%
KA
2319
KLCM Advisors
Wisconsin
$345K +$75.5K +1,034 +29%
AIA
2320
Arbor Investment Advisors
North Carolina
$342K +$25.6K +351 +8%
TCB
2321
Texas Capital Bancshares
Texas
$340K +$334K +4,573 New
HA
2322
Hays Advisory
Tennessee
$339K +$3.36K +46 +1%
TI
2323
Truepoint Inc
Ohio
$338K -$43.8K -600 -12%
HC
2324
Hourglass Capital
Texas
$338K +$2.34K +32 +0.7%
NCM
2325
New Capital Management
Texas
$338K +$17K +233 +5%

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.