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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
FI
276
Focused Investors
California
$124M -$3.56M -48,800 -3%
CS
277
Candriam SCA
Luxembourg
$121M +$44.4M +607,240 +59%
TAM
278
Tocqueville Asset Management
New York
$120M -$816K -11,168 -0.7%
Assenagon Asset Management
279
Assenagon Asset Management
Luxembourg
$119M +$116M +1,593,011 +15,930%
IGIM
280
I.G. Investment Management
Manitoba, Canada
$119M -$5.71M -78,192 -5%
IFLIT
281
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$119M +$12.3M +168,500 +12%
WHG
282
Westwood Holdings Group
Texas
$115M -$7.65M -104,668 -6%
BAPIM
283
British Airways Pensions Investment Management
United Kingdom
$115M -$706K -9,660 -0.6%
EHC
284
Everett Harris & Co
California
$115M +$2.01M +27,458 +2%
H
285
Hexavest
Quebec, Canada
$115M -$7.21M -98,705 -6%
LWCFA
286
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$114M +$387K +5,295 +0.3%
HCM
287
Hoplite Capital Management
New York
$114M -$1.74M -23,860 -2%
ACM
288
Atlanta Capital Management
Georgia
$114M -$4.71M -64,437 -4%
UIM
289
USS Investment Management
United Kingdom
$113M
Envestnet Asset Management
290
Envestnet Asset Management
Illinois
$112M -$3.67M -50,222 -3%
Two Sigma Advisers
291
Two Sigma Advisers
New York
$112M -$97.1M -1,329,965 -47%
FWCM
292
Ferguson Wellman Capital Management
Oregon
$112M -$455K -6,227 -0.4%
Mitsubishi UFJ Asset Management
293
Mitsubishi UFJ Asset Management
Japan
$111M -$946K -12,947 -0.9%
GHCM
294
Glen Harbor Capital Management
California
$111M +$2.18M +29,820 +2%
LPL Financial
295
LPL Financial
California
$111M +$6.61M +90,424 +6%
CIM
296
Confluence Investment Management
Missouri
$110M +$409K +5,600 +0.4%
SLAM
297
Swiss Life Asset Management
$107M +$6.33M +86,662 +6%
SAM
298
Sentinel Asset Management
Vermont
$107M -$4.92M -67,300 -4%
WIM
299
Waverton Investment Management
United Kingdom
$107M +$1.98M +27,132 +2%
RFC
300
Regions Financial Corp
Alabama
$106M -$221K -3,022 -0.2%

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.