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2,474 hedge funds and large institutions have $395B invested in Microsoft in 2017 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 945 increasing their positions, 1,221 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 49

5% more capital invested

Capital invested by funds: $375B → $395B (+$20.5B)

2% more funds holding

Funds holding: 2,4302,474 (+44)

0.65% more ownership

Funds ownership: 73.6%74.25% (+0.65%)

0% less funds holding in top 10

Funds holding in top 10: 943939 (-4)

9% less call options, than puts

Call options by funds: $4.01B | Put options by funds: $4.4B

23% less repeat investments, than reductions

Existing positions increased: 945 | Existing positions reduced: 1,221

Holders
2,474
Holders Change
+44
Holders Change %
+1.81%
% of All Funds
61.67%
Holding in Top 10
939
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-0.42%
% of All Funds
23.4%
New
115
Increased
945
Reduced
1,221
Closed
49
Calls
$4.01B
Puts
$4.4B
Net Calls
-$389M
Net Calls Change
-$766M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
226
HL Financial Services
Kentucky
$174M +$2.24M +32,641 +1%
Flossbach Von Storch
227
Flossbach Von Storch
Germany
$173M -$24.4M -355,080 -12%
IG
228
ING Group
Netherlands
$173M -$17.1M -249,110 -9%
FCM
229
Farallon Capital Management
California
$170M -$18.4M -268,206 -10%
EC
230
Eminence Capital
New York
$170M +$169M +2,466,000 New
Comerica Bank
231
Comerica Bank
Texas
$169M -$199K -2,895 -0.1%
SB
232
Suntrust Banks
Georgia
$168M -$6.93M -100,896 -4%
Robeco Institutional Asset Management
233
Robeco Institutional Asset Management
Netherlands
$167M -$6.37M -92,759 -4%
N
234
Natixis
France
$163M +$75.2M +1,095,129 +86%
FMI
235
Factory Mutual Insurance
Massachusetts
$161M
MC
236
Montag & Caldwell
Georgia
$160M -$13.7M -199,355 -8%
ASRS
237
Arizona State Retirement System
Arizona
$159M -$1.51M -22,022 -0.9%
GIBU
238
Gulf International Bank (UK)
United Kingdom
$159M +$90.8K +1,322 +0.1%
Nomura Asset Management
239
Nomura Asset Management
Japan
$159M +$7.98M +116,205 +5%
CI Investments Inc
240
CI Investments Inc
Ontario, Canada
$158M +$1.98M +28,817 +1%
TPI
241
Tesco Pension Investment
United Kingdom
$156M
VRS
242
Virginia Retirement Systems
Virginia
$155M
FWIA
243
Fort Washington Investment Advisors
Ohio
$154M +$245K +3,569 +0.2%
ROIC
244
Route One Investment Company
California
$154M -$79.3M -1,155,000 -34%
DVI
245
Deccan Value Investors
Connecticut
$153M -$3.92M -57,100 -3%
SCCM
246
Schafer Cullen Capital Management
New York
$152M -$6.33M -92,175 -4%
FTCM
247
Fir Tree Capital Management
New York
$151M
TPSF
248
Texas Permanent School Fund
Texas
$150M -$6.08M -88,616 -4%
VFA
249
Virtus Fund Advisers
Connecticut
$146M -$27.6M -402,689 -16%
CAM
250
ClariVest Asset Management
California
$146M -$4.48M -65,279 -3%

MSFT Hedge Fund Activity: Q2 2017 in Review

2,474 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q2 2017, worth a combined $395B — up 5.5% from $375B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new MSFT positions and 49 closed out — a net gain of 66 holders — while 945 added to existing stakes and 1,221 trimmed.

The largest buyer was Gates Foundation Trust, opening a new position worth an estimated $4.39B. The largest seller was State Street, cutting an estimated $736M.

  • 2,474 institutional investors held Microsoft (MSFT) as of Q2 2017, up from 2,430 in Q1 2017.
  • Funds reported $395B of Microsoft stock for Q2 2017, up 5.5% quarter-over-quarter.
  • 115 funds opened new Microsoft positions in Q2 2017 and 49 closed out, a net change of +66 holders.
  • The largest Microsoft buyer in Q2 2017 was Gates Foundation Trust, an estimated $4.39B added.
  • The largest Microsoft seller in Q2 2017 was State Street, an estimated $736M sold.

Based on aggregated 13F filings for Q2 2017.