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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
WBC
401
Westpac Banking Corp
Australia
$67.5M +$6.2M +84,885 +10%
PSUF
402
People's United Financial
Connecticut
$67.5M +$968K +13,252 +1%
NSLI
403
Nan Shan Life Insurance
Taiwan
$67.3M +$47.9M +655,116 +263%
HPC
404
HM Payson & Co
Maine
$67M -$176K -2,415 -0.3%
WJA
405
Williams Jones & Associates
New York
$66.5M +$972K +13,303 +2%
DCM
406
Dupont Capital Management
Delaware
$65.9M -$2.62M -35,808 -4%
SC
407
Scotia Capital
Ontario, Canada
$65.4M +$6.5M +89,039 +11%
AI
408
Axiom Investors
Connecticut
$65.4M -$8.73M -119,468 -12%
B
409
BP
United Kingdom
$65.1M +$1.1M +15,000 +2%
AIA
410
Avalon Investment & Advisory
Texas
$64.7M -$13.8M -188,274 -18%
MWNA
411
Marshall Wace North America
New York
$63.8M -$8.59M -117,575 -12%
AIM
412
Artemis Investment Management
United Kingdom
$63.7M -$1.11M -15,215 -2%
TP
413
Thunderbird Partners
United Kingdom
$63.7M -$14.4M -197,279 -19%
FCM
414
Flinton Capital Management
Pennsylvania
$63.4M +$1.24M +17,040 +2%
BC
415
Bartlett & Co
Ohio
$62.9M +$3.36K +46 +0%
SGAM
416
Smith Group Asset Management
Texas
$62.5M -$15.5M -212,130 -20%
AAM
417
Advisors Asset Management
Colorado
$62.5M +$1.48M +20,243 +2%
ADEF
418
Adams Diversified Equity Fund
Maryland
$62.3M
PI
419
PGGM Investments
Netherlands
$61.6M +$1.36M +18,565 +2%
HIM
420
Hermes Investment Management
United Kingdom
$59.1M +$8.11M +111,037 +16%
QI
421
QV Investors
Alberta, Canada
$58.3M -$3.49M -47,760 -6%
SAM
422
Securian Asset Management
Minnesota
$58.3M +$238K +3,263 +0.4%
CTB
423
Country Trust Bank
Illinois
$58.2M +$4.1M +56,169 +8%
GF
424
Gabelli Funds
New York
$57.8M +$4.6M +63,000 +9%
RI
425
RWWM Inc
California
$57M -$3.58M -49,072 -6%

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.