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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
LRIC
2401
Long Road Investment Counsel
Michigan
$233K -$43.8K -600 -16%
RIA
2402
RPG Investment Advisory
California
$232K +$72.2K +989 +46%
AA
2403
Apriem Advisors
California
$232K +$228K +3,117 New
BJ
2404
Brouwer & Janachowski
California
$230K +$11K +151 +5%
OCAM
2405
Onex Canada Asset Management
Ontario, Canada
$224K -$19.5K -267 -8%
PM
2406
Parametrica Management
Hong Kong
$223K -$35.6K -487 -14%
MIM
2407
Midwest Investment Management
Ohio
$223K
OC
2408
Oakmont Corp
California
$223K
PP
2409
Pension Partners
New York
$223K
CM
2410
Capital Management
Virginia
$223K +$219K +3,000 New
CCM
2411
Coe Capital Management
Illinois
$219K +$215K +2,941 New
RBC
2412
Roble Belko & Company
Pennsylvania
$216K +$10.2K +140 +5%
CCM
2413
Copeland Capital Management
Pennsylvania
$214K -$24.8K -340 -11%
MC
2414
MIG Capital
California
$214K +$210K +2,878 New
RPG
2415
Risk Paradigm Group
Texas
$214K -$131K -1,788 -38%
RCG
2416
Ruggie Capital Group
Florida
$210K
CAAS
2417
Capital Asset Advisory Services
Michigan
$208K -$110K -1,500 -35%
CCA
2418
Conservest Capital Advisors
Pennsylvania
$208K -$17K -233 -8%
VA
2419
Valmark Advisers
Ohio
$207K +$203K +2,782 New
KB
2420
Kimelman & Baird
New York
$206K -$11K -150 -5%
FPIS
2421
Financial Planning & Information Services
Wisconsin
$205K +$201K +2,749 New
MIC
2422
MU Investments Company
Japan
$202K -$58.4K -800 -23%
MCM
2423
Mitchell Capital Management
Kansas
$201K +$197K +2,693 New
NEIRG
2424
New England Investment & Retirement Group
Massachusetts
$201K +$197K +2,694 New
RT
2425
Reliance Trust
Georgia
$201K +$197K +2,697 New

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.