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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
A
626
AustralianSuper
Australia
$25.9M -$950K -13,000 -4%
MCM
627
Maryland Capital Management
Maryland
$25.9M -$2.42M -33,089 -9%
OPCM
628
Osborne Partners Capital Management
California
$25.9M -$166K -2,275 -0.7%
MJRIC
629
Mogy Joel R Investment Counsel
California
$25.7M +$128K +1,750 +0.5%
AssetMark Inc
630
AssetMark Inc
California
$25.7M -$4.54M -62,168 -15%
FLII
631
First Long Island Investors
New York
$25.5M -$1.45M -19,914 -6%
W
632
Wealthfront
California
$25.5M +$3.1M +42,433 +14%
PR
633
Payden & Rygel
California
$25.5M
RC
634
Randolph Company
Ohio
$25.4M
CI
635
Cigna Investments
Connecticut
$25.3M +$260K +3,555 +1%
DIA
636
Denver Investment Advisors
Colorado
$25.3M -$585K -8,009 -2%
ECM
637
Evergreen Capital Management
Washington
$25.2M +$14.8M +202,004 +149%
FNBT
638
FineMark National Bank & Trust
Florida
$24.9M +$73.7K +1,009 +0.3%
DCM
639
Decatur Capital Management
Georgia
$24.9M +$1.4M +19,100 +6%
FMII
640
Farmers & Merchants Investments Inc
Nebraska
$24.9M +$166K +2,271 +0.7%
LMGAM
641
Liberty Mutual Group Asset Management
Massachusetts
$24.8M -$11.9M -163,191 -33%
HPWM
642
Highland Private Wealth Management
Washington
$24.7M -$2.07M -28,373 -8%
IHL
643
Investment House LLC
California
$24.7M
Handelsbanken Fonder
644
Handelsbanken Fonder
Sweden
$24.6M +$1.46M +20,000 +6%
WG
645
Winton Group
United Kingdom
$24.5M -$10.3M -140,404 -30%
HCMNY
646
Howard Capital Management (New York)
New York
$24.5M -$59.4K -813 -0.2%
TBA
647
Tower Bridge Advisors
Pennsylvania
$24.3M -$496K -6,795 -2%
Pacer Advisors
648
Pacer Advisors
Pennsylvania
$24.3M +$3.09M +42,266 +15%
CC
649
Carlson Capital
Texas
$24.3M -$7.67M -105,001 -24%
FLPIM
650
F.L. Putnam Investment Management
Massachusetts
$24.3M +$23.8M +325,979 New

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.