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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
Nomura Asset Management
226
Nomura Asset Management
Japan
$181M +$9.06M +124,007 +5%
FMI
227
Factory Mutual Insurance
Massachusetts
$178M +$3.94M +54,000 +2%
Bank of Nova Scotia
228
Bank of Nova Scotia
Ontario, Canada
$176M -$28M -383,994 -14%
SB
229
Suntrust Banks
Georgia
$176M -$5.42M -74,258 -3%
EC
230
Eminence Capital
New York
$174M -$9.98M -136,584 -6%
GIBU
231
Gulf International Bank (UK)
United Kingdom
$173M +$1.13M +15,460 +0.7%
TPI
232
Tesco Pension Investment
United Kingdom
$169M
FWIA
233
Fort Washington Investment Advisors
Ohio
$168M +$1.56M +21,324 +1%
Public Sector Pension Investment Board (PSP Investments)
234
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$168M +$100M +1,374,742 +156%
SSM
235
Sound Shore Management
Connecticut
$166M -$39.5M -540,358 -20%
FTCM
236
Fir Tree Capital Management
New York
$163M
CA
237
Commerzbank Aktiengesellschaft
Germany
$160M -$37.8M -518,085 -19%
TPSF
238
Texas Permanent School Fund
Texas
$159M -$2.54M -34,706 -2%
SCCM
239
Schafer Cullen Capital Management
New York
$158M -$5.29M -72,382 -3%
ROIC
240
Route One Investment Company
California
$156M -$9.93M -136,000 -6%
PG
241
Pendal Group
Australia
$154M +$2.7M +36,994 +2%
CAM
242
ClariVest Asset Management
California
$152M -$5.17M -70,804 -3%
PC
243
Polar Capital
United Kingdom
$152M -$751K -10,279 -0.5%
PC
244
PointState Capital
New York
$149M -$69.6M -953,411 -32%
MNA
245
Manning & Napier Advisors
New York
$147M -$8.5M -116,350 -6%
HA
246
Homestead Advisers
Virginia
$147M
ERSOT
247
Employees Retirement System of Texas
Texas
$146M -$1.05M -14,400 -0.7%
ASRS
248
Arizona State Retirement System
Arizona
$144M -$27M -369,053 -16%
MC
249
Montag & Caldwell
Georgia
$142M -$29.9M -409,721 -18%
OPERF
250
Oregon Public Employees Retirement Fund
Oregon
$142M +$2.35M +32,159 +2%

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.