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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
OC
451
Oppenheimer & Co
New York
$50.3M +$2.22M +30,405 +5%
CIPU
452
Caledonia Investments plc (UK)
United Kingdom
$50.1M
PA
453
Profund Advisors
Maryland
$50M -$572K -7,828 -1%
NLGIA
454
Nippon Life Global Investors Americas
New York
$49.8M -$53.3K -730 -0.1%
MIH
455
Madison Investment Holdings
Wisconsin
$49.7M -$11.9M -162,573 -20%
N
456
Natixis
France
$49.6M -$124M -1,699,733 -72%
JIM
457
Jupiter Investment Management
United Kingdom
$49.6M +$1.52M +20,757 +3%
EIC
458
Equity Investment Corp
Georgia
$49.3M -$52.9M -724,779 -52%
PNC
459
Park National Corp
Ohio
$49.2M +$90.4K +1,238 +0.2%
CI
460
Conning Inc
Connecticut
$49.1M -$657K -8,995 -1%
VDI
461
Vaughan David Investments
Illinois
$48.7M -$1.16M -15,902 -2%
ANI
462
American National Insurance
Texas
$48.2M -$190K -2,600 -0.4%
CIP
463
Cornerstone Investment Partners
Georgia
$47.9M -$2.87M -39,252 -6%
DAM
464
Delta Asset Management
Tennessee
$47.9M -$259K -3,541 -0.5%
WT
465
Whittier Trust
California
$47.9M +$1.12M +15,286 +2%
SIM
466
SRS Investment Management
New York
$47.6M +$46.6M +638,407 New
Northwestern Mutual Wealth Management
467
Northwestern Mutual Wealth Management
Wisconsin
$47.1M +$1.65M +22,546 +4%
FPCG
468
Fort Pitt Capital Group
Pennsylvania
$47M -$574K -7,864 -1%
COPPSERS
469
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$46.7M +$3.86M +52,815 +9%
GGHC
470
Gilder Gagnon Howe & Co
New York
$46.5M +$7.79M +106,608 +21%
SIM
471
Stelliam Investment Management
New York
$46.4M +$5.66M +77,500 +14%
AIM
472
Achmea Investment Management
Netherlands
$46.2M +$3.53M +48,363 +8%
TH
473
TCTC Holdings
Texas
$46M -$420K -5,750 -0.9%
DWA
474
Douglass Winthrop Advisors
New York
$46M +$96.6K +1,323 +0.2%
JCM
475
Janney Capital Management
Pennsylvania
$46M -$1.21M -16,535 -3%

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.