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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
BPC
551
Banque Pictet & Cie
Switzerland
$33M +$1.32M +18,028 +4%
TM
552
Tiger Management
New York
$32.8M +$5.42M +74,200 +20%
CSIC
553
Clifford Swan Investment Counsel
California
$32.7M -$282K -3,858 -0.9%
LIC
554
Lodestar Investment Counsel
Illinois
$32.7M -$138K -1,896 -0.4%
TAM
555
Tiverton Asset Management
Delaware
$32.4M +$9.72M +133,000 +44%
WIC
556
Willis Investment Counsel
Georgia
$32.4M -$2.35M -32,165 -7%
MIFH
557
Migdal Insurance & Financial Holdings
Israel
$32.3M +$9.34M +127,819 +42%
WSFS
558
Wilmington Savings Fund Society
Delaware
$32.1M +$331K +4,533 +1%
AIP
559
Ameritas Investment Partners
Nebraska
$32.1M +$22.4K +307 +0.1%
HJGA
560
Hardman Johnston Global Advisors
Connecticut
$31.8M +$145K +1,980 +0.5%
ECM
561
Estabrook Capital Management
New York
$31.5M -$739K -10,123 -2%
NIM
562
Nexus Investment Management
Ontario, Canada
$31.4M -$8.77K -120 -0%
BSA
563
Braun Stacey Associates
New York
$31.2M -$3.05M -41,690 -9%
EIA
564
Edgemoor Investment Advisors
Maryland
$31.1M -$272K -3,727 -0.9%
CTA
565
Chesley Taft & Associates
Illinois
$31.1M +$101K +1,382 +0.3%
BCM
566
Barometer Capital Management
Ontario, Canada
$31M +$1.65M +22,525 +6%
TAM
567
Trillium Asset Management
Massachusetts
$31M +$224K +3,065 +0.7%
CTI
568
Community Trust & Investment
Kentucky
$30.9M -$2.2M -30,178 -7%
BCM
569
Bridgeway Capital Management
Texas
$30.8M -$1.7M -23,230 -5%
CRC
570
Curi RMB Capital
Illinois
$30.7M -$527K -7,221 -2%
CIS
571
Capital International Sarl
California
$30.6M +$862K +11,800 +3%
MI
572
Markston International
New York
$30.5M -$2.4M -32,809 -7%
LWCA
573
Locust Wood Capital Advisers
New York
$30.3M +$29.7M +406,573 New
CCM
574
Covington Capital Management
California
$30.2M +$689K +9,427 +2%
GIA
575
Guyasuta Investment Advisors
Pennsylvania
$30.2M -$723K -9,902 -2%

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.