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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
WAM
426
World Asset Management
Michigan
$56.4M -$497K -6,807 -0.9%
PA
427
Pinnacle Associates
New York
$56.1M +$216K +2,955 +0.4%
TU
428
TDAM USA
Ontario, Canada
$55.9M -$13M -177,505 -19%
QI
429
QS Investors
New York
$55.9M -$10.1M -138,134 -16%
CFB
430
Cullen/Frost Bankers
Texas
$55.9M -$701K -9,599 -1%
NM
431
Nokota Management
New York
$55.7M +$54.6M +747,830 New
SCA
432
STALEY CAPITAL ADVISERS
Pennsylvania
$55.5M -$1.06M -14,462 -2%
RAM
433
RWC Asset Management
United Kingdom
$55.5M -$2.92M -39,926 -5%
SC
434
Saturna Capital
Washington
$55.2M +$76K +1,040 +0.1%
BTP
435
Bloom Tree Partners
New York
$54.9M +$3.08M +42,215 +6%
BJL
436
Brighton Jones LLC
Washington
$53.6M +$38.4M +525,967 +271%
Nomura Holdings
437
Nomura Holdings
Japan
$53.6M -$5.11M -69,944 -9%
JIC
438
Johnson Investment Counsel
Ohio
$53.4M +$194K +2,660 +0.4%
NMERB
439
New Mexico Educational Retirement Board
New Mexico
$53.3M -$124K -1,700 -0.2%
CCM
440
Coldstream Capital Management
Washington
$53.2M -$1.17M -16,009 -2%
MCM
441
McKinley Capital Management
Alaska
$52.9M -$4.54M -62,150 -8%
Jacobs Levy Equity Management
442
Jacobs Levy Equity Management
New Jersey
$52.6M +$6.57M +90,004 +15%
CM
443
Castleark Management
Illinois
$52.6M +$17.2M +235,253 +50%
WA
444
WestEnd Advisors
North Carolina
$52.1M -$7.35M -100,556 -13%
EOJOAM
445
E. Ohman J:or Asset Management
Sweden
$51.8M +$3.98M +54,464 +8%
ABC
446
Associated Banc-Corp
Wisconsin
$51.4M -$641K -8,777 -1%
STMM
447
South Texas Money Management
Texas
$51.4M -$1.68M -22,996 -3%
Mirae Asset Global Investments
448
Mirae Asset Global Investments
South Korea
$50.9M +$8M +109,499 +19%
MHC
449
Meyer Handelman Company
New York
$50.7M -$9.88M -135,300 -17%
MWM
450
Merriman Wealth Management
Washington
$50.4M +$2.91M +39,793 +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.