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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
Mackenzie Financial
351
Mackenzie Financial
Ontario, Canada
$82.5M -$10.6M -145,296 -12%
ZIG
352
Zurich Insurance Group
Switzerland
$82.3M -$4.76M -65,174 -6%
SRIM
353
Saratoga Research & Investment Management
California
$81.9M -$2.15M -29,384 -3%
UCFA
354
United Capital Financial Advisors
Texas
$81.4M +$1.55M +21,266 +2%
VIM
355
Veritas Investment Management
United Kingdom
$81.2M -$4.67K -64 -0%
VIP
356
Vantage Investment Partners
Missouri
$81.2M
HHAA
357
Henry H. Armstrong Associates
Pennsylvania
$81M -$131K -1,795 -0.2%
AIMCA
358
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$80.8M -$22.4M -306,500 -22%
DC
359
Davenport & Co
Virginia
$80.7M -$626K -8,565 -0.8%
AIM
360
Allen Investment Management
New York
$80.6M +$6.9M +94,401 +10%
Truist Financial
361
Truist Financial
North Carolina
$79.7M -$3.18M -43,490 -4%
MOACM
362
Mutual of America Capital Management
New York
$79.7M +$2.48M +33,963 +3%
MSA
363
Mason Street Advisors
Wisconsin
$79.6M -$169K -2,309 -0.2%
JWBC
364
John W. Bristol & Co
New York
$79.3M -$2.5M -34,225 -3%
HI
365
Honeywell International
North Carolina
$78.9M +$5.89M +80,600 +8%
CGT
366
Capital Guardian Trust
California
$78.4M -$698K -9,561 -0.9%
PHS
367
PFM Health Sciences
California
$78M -$9.38M -128,436 -11%
FQ
368
First Quadrant
California
$77.8M -$1.12M -15,332 -1%
BIP
369
Brandes Investment Partners
California
$77.5M -$66.2M -906,739 -47%
MME
370
Meag Munich Ergo
Germany
$77M +$3.48M +47,631 +5%
CI
371
Capital International
California
$76.8M +$2.73M +37,368 +4%
Victory Capital Management
372
Victory Capital Management
Texas
$76.8M -$24.6M -336,649 -25%
USSCPF
373
United States Steel & Carnegie Pension Fund
New York
$76.6M
SW
374
SVB Wealth
Massachusetts
$74.9M -$666K -9,113 -0.9%
CCM
375
Cullen Capital Management
New York
$74.8M -$11.3M -154,225 -13%

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.