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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
EARNEST Partners
2376
EARNEST Partners
Georgia
$264K -$5.92K -81 -2%
PCA
2377
Peddock Capital Advisors
Massachusetts
$262K +$50K +684 +24%
DWM
2378
Dorchester Wealth Management
Quebec, Canada
$261K -$27.2K -373 -10%
CB
2379
Cooke & Bieler
Pennsylvania
$261K
OWP
2380
Obermeyer Wealth Partners
Colorado
$260K -$24.3K -333 -9%
GAAM
2381
Guinness Atkinson Asset Management
California
$258K
CWM
2382
Cahaba Wealth Management
Georgia
$255K +$250K +3,420 New
DTL
2383
Dynamic Technology Lab
Singapore
$255K +$250K +3,426 New
CFN
2384
Cordasco Financial Network
Florida
$253K +$7.3K +100 +3%
WCM
2385
Weatherstone Capital Management
Colorado
$247K -$25.7K -352 -10%
MMH
2386
Menora Mivtachim Holdings
Israel
$247K
LWA
2387
Lowe Wealth Advisors
Maryland
$247K +$73 +1 +0%
BWM
2388
BigSur Wealth Management
Florida
$247K +$41.1K +562 +20%
NI
2389
NFC Investments
Tennessee
$245K
HCM
2390
Harvest Capital Management
New Hampshire
$244K -$42.1K -577 -15%
ACM
2391
Avalon Capital Management
California
$244K +$73 +1 +0%
ACM
2392
Advisors Capital Management
New Jersey
$242K -$31.1K -426 -12%
CWM
2393
Catamount Wealth Management
Connecticut
$241K +$9.71K +133 +4%
BWL
2394
Bogart Wealth LLC
Virginia
$237K +$227K +3,108 New
TCM
2395
Towercrest Capital Management
Pennsylvania
$236K
ALIONA
2396
Allianz Life Insurance of North America
Minnesota
$236K +$16.4K +225 +8%
LFR
2397
Lehman Financial Resources
Pennsylvania
$235K
SFG
2398
StrategIQ Financial Group
Indiana
$235K +$7.3K +100 +3%
SAS
2399
Stelac Advisory Services
New York
$235K +$82.2K +1,125 +55%
AMG
2400
Asset Management Group
Connecticut
$234K -$17.8K -243 -7%

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.