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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
DVI
326
Deccan Value Investors
Connecticut
$93.4M -$70.7M -967,500 -44%
MIP
327
Mondrian Investment Partners
United Kingdom
$93.3M -$866K -11,849 -0.9%
TRSOTSOK
328
Teachers Retirement System of the State of Kentucky
Kentucky
$93M
CC
329
Cannell & Co
New York
$92.9M -$264K -3,613 -0.3%
BAMF
330
BI Asset Management Fondsmaeglerselskab
Denmark
$92.8M -$7.68M -105,100 -8%
Federated Hermes
331
Federated Hermes
Pennsylvania
$92.4M -$17.3M -236,297 -16%
FIM
332
Foresters Investment Management
New York
$92M -$1.61M -22,003 -2%
BTS
333
BB&T Securities
Virginia
$91.5M -$2.87M -39,305 -3%
VNIM
334
Vaughan Nelson Investment Management
Texas
$91.2M +$2.86M +39,110 +3%
MSV
335
MN Services Vermogensbeheer
Netherlands
$90.2M +$614K +8,400 +0.7%
HNB
336
Huntington National Bank
Ohio
$90.2M -$909K -12,441 -1%
BFS
337
Bradley Foster & Sargent
Connecticut
$90M -$644K -8,822 -0.7%
NC
338
Nicholas Company
Wisconsin
$89.7M -$552K -7,555 -0.6%
CIBC Asset Management
339
CIBC Asset Management
Ontario, Canada
$89.5M -$284K -3,888 -0.3%
SAM
340
Silvercrest Asset Management
New York
$89.3M +$188K +2,578 +0.2%
MCIM
341
Meadow Creek Investment Management
Georgia
$87.1M +$1.71M +23,430 +2%
CCI
342
Columbus Circle Investors
$87M -$23M -314,933 -21%
3CP
343
3G Capital Partners
New York
$86.7M -$15.2M -208,322 -15%
OA
344
Omega Advisors
New York
$86.6M
OAC
345
OMERS Administration Corp
Ontario, Canada
$85.9M +$935K +12,800 +1%
MC
346
Maverick Capital
Texas
$85.3M +$83.7M +1,145,560 New
PCM
347
Palestra Capital Management
New York
$84.5M +$28.1M +385,000 +51%
Creative Planning
348
Creative Planning
Kansas
$84.5M +$15.7M +214,721 +23%
DLA
349
Douglas Lane & Associates
New York
$84.2M -$3.01M -41,202 -4%
GLA
350
Great Lakes Advisors
Illinois
$83.2M -$10.5M -143,158 -11%

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.