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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
WAM
2326
Watermark Asset Management
California
$337K +$73 +1 +0%
EA
2327
Elm Advisors
California
$336K -$5.84K -80 -2%
SLG
2328
Stanley-Laman Group
Pennsylvania
$329K -$39.6K -542 -11%
ACM
2329
Alethea Capital Management
Washington
$328K
PCM
2330
Penserra Capital Management
California
$323K +$7.23K +99 +2%
SIM
2331
Sadoff Investment Management
Wisconsin
$321K
JAM
2332
Jolley Asset Management
North Carolina
$321K +$12.3K +168 +4%
PI
2333
Parkside Investments
Illinois
$320K +$314K +4,300 New
LK
2334
Lumbard & Kellner
New Hampshire
$317K
Sands Capital Management
2335
Sands Capital Management
Virginia
$317K
11A
2336
10-15 Associates
New York
$312K -$22.1K -303 -7%
EM
2337
Emancipation Management
New York
$310K
HF
2338
HRT Financial
New York
$307K -$19.4K -266 -6%
IIM
2339
Ironwood Investment Management
Massachusetts
$307K +$73 +1 +0%
NQWM
2340
Northwest Quadrant Wealth Management
Oregon
$303K +$1.24K +17 +0.5%
DPI
2341
Diversified Portfolios Inc
Michigan
$300K +$294K +4,022 New
CCM
2342
Carderock Capital Management
Maryland
$299K +$2.63K +36 +0.9%
FI
2343
FCM Investments
Texas
$298K -$278K -3,800 -49%
GS
2344
Girard Securities
California
$298K -$114K -1,554 -28%
DLG
2345
Daniel L. Goodwin
$298K
I
2346
INVST
Indiana
$298K +$292K +3,997 New
BWP
2347
BSW Wealth Partners
Colorado
$297K +$4.16K +57 +1%
GCA
2348
Gideon Capital Advisors
New York
$296K +$290K +3,968 New
MWM
2349
MinichMacGregor Wealth Management
New York
$294K
WCM
2350
Windsor Capital Management
Arizona
$294K

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.