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Microsoft

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
CG
2426
CFO4Life Group
Texas
$201K +$197K +2,701 New
AA
2427
AlphaMark Advisors
Kentucky
$199K
NC
2428
NewSquare Capital
Pennsylvania
$193K +$7.21M +98,752 +471%
PCFFS
2429
Pacific Center for Financial Services
California
$192K
HCM
2430
Horrell Capital Management
Arkansas
$187K
AFIA
2431
America First Investment Advisors
Nebraska
$186K
CWM
2432
Cranbrook Wealth Management
Michigan
$182K
CPP
2433
Crow Point Partners
Massachusetts
$179K -$45.1K -618 -20%
CFG
2434
CKW Financial Group
Hawaii
$165K
HWM
2435
Holloway Wealth Management
Florida
$151K
MWPCG
2436
Measured Wealth Private Client Group
New Hampshire
$136K +$134K +1,829 New
SFPIA
2437
Stevens First Principles Investment Advisors
California
$131K
DSN
2438
D. Scott Neal
Kentucky
$128K
HWP
2439
Hefty Wealth Partners
Indiana
$123K
CP
2440
Corbenic Partners
Pennsylvania
$122K +$36.5K +500 +44%
PFO
2441
Pathstone Family Office
New Jersey
$104K -$661K -9,048 -87%
HS
2442
Horan Securities
United States
$98K +$219 +3 +0.2%
Capstone Investment Advisors
2443
Capstone Investment Advisors
New York
$94K -$4.13M -56,596 -98%
MCIA
2444
Mountain Capital Investment Advisors
Colorado
$91K +$12.2K +167 +16%
JIR
2445
James Investment Research
Ohio
$82K -$32.9K -450 -29%
SCA
2446
Stuart Chaussee & Associates
California
$81K
LA
2447
Legacy Advisors
Pennsylvania
$81K +$54.5K +746 +213%
MDCM
2448
Morgan Dempsey Capital Management
Wisconsin
$78K
SIMG
2449
Stephens Investment Management Group
Texas
$74K
GCM
2450
Grisanti Capital Management
New York
$71K +$69.6K +953 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.