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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
BCA
2351
Bray Capital Advisors
Florida
$293K
MFT
2352
Moisand Fitzgerald Tamayo
Florida
$293K +$16.7K +228 +6%
TG
2353
TLP Group
Illinois
$293K +$287K +3,933 New
IPAM
2354
ICICI Prudential Asset Management
India
$291K
GF
2355
Goodman Financial
Texas
$290K +$284K +3,892 New
SIG
2356
Schaller Investment Group
North Carolina
$287K -$5.17M -70,800 -95%
TBA
2357
Train Babcock Advisors
New York
$286K
MCMT
2358
Moon Capital Management (Tennessee)
Tennessee
$284K +$365 +5 +0.1%
BC
2359
Blackhill Capital
New Jersey
$283K +$278K +3,800 New
MCP
2360
Mirador Capital Partners
California
$282K +$11K +150 +4%
REMPR
2361
Roof Eidam Maycock Peralta (REMP)
California
$278K -$7.16K -98 -3%
SMH
2362
Sanders Morris Harris
Texas
$277K -$6.43K -88 -2%
ACM
2363
AUA Capital Management
Pennsylvania
$276K
LWA
2364
Lenox Wealth Advisors
New York
$276K +$2.63K +36 +1%
GBBWRPM
2365
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$274K +$42K +575 +19%
EF
2366
Empirical Finance
Pennsylvania
$273K
KCM
2367
Karp Capital Management
California
$272K
CF
2368
Corrigan Financial
Rhode Island
$271K +$40.5K +555 +18%
RAM
2369
Riggs Asset Management
Pennsylvania
$270K
BCM
2370
Baltimore Capital Management
Maryland
$269K
BFG
2371
Barber Financial Group
Kansas
$269K +$39.7K +543 +18%
VCM
2372
Vivaldi Capital Management
Illinois
$267K +$31.2K +427 +14%
RWM
2373
Ritholtz Wealth Management
New York
$267K +$262K +3,588 New
I2I
2374
Insight 2811 Inc
Illinois
$266K +$18.3K +250 +8%
SEIA
2375
Signature Estate & Investment Advisors
California
$265K -$13.1K -179 -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.