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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
SDIC
251
South Dakota Investment Council
South Dakota
$141M -$584K -8,000 -0.4%
PIA
252
Piedmont Investment Advisors
North Carolina
$141M +$1.32M +18,029 +1%
Skandinaviska Enskilda Banken (SEB)
253
Skandinaviska Enskilda Banken (SEB)
Sweden
$140M -$189K -2,584 -0.1%
VRS
254
Virginia Retirement Systems
Virginia
$138M -$29.3M -400,800 -18%
BTW
255
Boston Trust Walden
Massachusetts
$136M +$587K +8,040 +0.4%
VFA
256
Virtus Fund Advisers
Connecticut
$136M -$19.7M -269,121 -13%
AACR
257
ACR Alpine Capital Research
Missouri
$135M -$3.35M -45,924 -2%
BA
258
Boston Advisors
Massachusetts
$135M -$2.54M -34,750 -2%
EP
259
Elkfork Partners
Oregon
$135M +$2.64M +36,210 +2%
HIMCH
260
Hartford Investment Management Co (HIMCO)
Connecticut
$134M -$2.32M -31,744 -2%
RFS
261
Rockefeller Financial Services
New York
$131M +$2.04M +27,962 +2%
SC
262
SRB Corp
Massachusetts
$131M
DCM
263
Dorsal Capital Management
California
$130M -$18.3M -250,000 -13%
Natixis Advisors
264
Natixis Advisors
Massachusetts
$130M -$1.58M -21,637 -1%
CGI
265
Comgest Global Investors
France
$129M +$1.64M +22,500 +1%
CBT
266
Capital Bank & Trust
California
$129M -$2.92M -40,014 -2%
CLM
267
ClearBridge LLC (Maryland)
Maryland
$129M -$6.24M -85,430 -5%
NMIMC
268
Northwestern Mutual Investment Management Company
Wisconsin
$129M -$3.27M -44,813 -3%
FAF
269
Fjarde Ap-fonden
Sweden
$128M +$2.55M +34,886 +2%
HTC
270
Haverford Trust Company
Pennsylvania
$127M +$53.9M +737,567 +76%
Millennium Management
271
Millennium Management
New York
$127M -$21M -286,888 -14%
ASC
272
Atalanta Sosnoff Capital
New York
$127M -$3.09M -42,282 -2%
Commonwealth Equity Services
273
Commonwealth Equity Services
Massachusetts
$126M +$2.08M +28,438 +2%
NB
274
Norinchukin Bank
Japan
$125M +$2.33M +31,886 +2%
CB
275
Commerce Bank
Missouri
$125M +$538K +7,364 +0.4%

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.