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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
RL
526
Ruffer LLP
United Kingdom
$36.1M -$3.33M -45,650 -9%
LSERS
527
Louisiana State Employees Retirement System
Louisiana
$35.8M +$146K +2,000 +0.4%
EC
528
EMS Capital
New York
$35.8M
CPH
529
C Partners Holding
Switzerland
$35.4M
TCM
530
Tekne Capital Management
New York
$35.3M
DIA
531
Davidson Investment Advisors
Montana
$35.3M +$7.31M +100,039 +27%
KRS
532
Kentucky Retirement Systems
Kentucky
$35.3M -$1.52M -20,868 -4%
CCM
533
Conatus Capital Management
Connecticut
$35.3M -$16M -218,664 -32%
Baillie Gifford & Co
534
Baillie Gifford & Co
United Kingdom
$34.7M +$12.3M +168,690 +57%
Daiwa Securities Group
535
Daiwa Securities Group
Japan
$34.7M -$983K -13,453 -3%
CCMG
536
Clark Capital Management Group
Pennsylvania
$34.6M +$2.04M +27,978 +6%
CAG
537
Crestwood Advisors Group
Massachusetts
$34.5M +$230K +3,149 +0.7%
BFM
538
Boston Financial Management
Massachusetts
$34.4M -$1.45M -19,797 -4%
NI
539
Numeric Investors
Massachusetts
$34.3M -$26M -356,289 -44%
FTIOP
540
Fiduciary Trust International of Pennsylvania
Pennsylvania
$34.1M -$324K -4,435 -1%
SIC
541
Salem Investment Counselors
North Carolina
$34.1M -$3.28M -44,943 -9%
PP
542
Palladium Partners
Virginia
$34M -$259K -3,548 -0.8%
AG
543
Advisor Group
Arizona
$34M +$2.07M +28,299 +7%
PI
544
PineBridge Investments
New York
$33.9M +$1.85M +25,339 +6%
DCM
545
Donaldson Capital Management
Indiana
$33.4M +$824K +11,278 +3%
BVDMP
546
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$33.2M
HCMT
547
Highland Capital Management (Tennessee)
Tennessee
$33.2M +$396K +5,419 +1%
ZIC
548
ZWJ Investment Counsel
Georgia
$33.1M -$778K -10,649 -2%
RHBC
549
R.H. Bluestein & Co
Michigan
$33.1M +$3.13M +42,798 +11%
HIMC
550
Heritage Investors Management Corp
Maryland
$33.1M -$862K -11,800 -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.