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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
Legal & General Group
26
Legal & General Group
United Kingdom
$2.86B +$56.6M +774,549 +2%
Jennison Associates
27
Jennison Associates
New York
$2.72B -$50.3M -687,960 -2%
Capital International Investors
28
Capital International Investors
California
$2.38B -$23.3M -318,472 -1%
UBS AM
29
UBS AM
Illinois
$2.34B -$12.4M -169,924 -0.5%
Charles Schwab
30
Charles Schwab
California
$2.26B +$55M +753,152 +3%
AllianceBernstein
31
AllianceBernstein
Tennessee
$2.19B +$60M +820,920 +3%
UBS Group
32
UBS Group
Switzerland
$2.14B +$175M +2,397,446 +9%
Swiss National Bank
33
Swiss National Bank
Switzerland
$2.03B +$16.4M +224,300 +0.8%
First Eagle Investment Management
34
First Eagle Investment Management
New York
$1.94B +$175M +2,389,149 +10%
ClearBridge Investments
35
ClearBridge Investments
New York
$1.84B +$29.6M +405,233 +2%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$1.78B -$3.21M -43,995 -0.2%
Eagle Capital Management (New York)
37
Eagle Capital Management (New York)
New York
$1.75B -$82.1M -1,124,040 -5%
Massachusetts Financial Services
38
Massachusetts Financial Services
Massachusetts
$1.72B +$382M +5,227,066 +29%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$1.58B -$14.3M -196,410 -0.9%
Deutsche Bank
40
Deutsche Bank
Germany
$1.58B +$121M +1,659,334 +8%
WRF
41
Waddell & Reed Financial
Kansas
$1.57B +$59.6M +815,611 +4%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$1.54B -$58.5M -800,991 -4%
PPA
43
Parametric Portfolio Associates
Washington
$1.45B +$66.7M +913,251 +5%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$1.41B -$22.5M -308,228 -2%
MAM
45
Magellan Asset Management
Australia
$1.39B -$186M -2,548,722 -12%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$1.39B +$95.5M +1,306,832 +8%
Allianz Asset Management
47
Allianz Asset Management
Germany
$1.35B +$18.3M +250,431 +1%
TA
48
Teachers Advisors
New York
$1.35B +$101M +1,385,269 +8%
AAMU
49
Amundi Asset Management US
Massachusetts
$1.29B +$68.2M +933,883 +6%
PI
50
Putnam Investments
Massachusetts
$1.24B -$78.2M -1,070,056 -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.