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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
FAAS
651
First Allied Advisory Services
California
$24.2M -$1.13M -15,504 -5%
GIP
652
Granite Investment Partners
California
$24M +$630K +8,627 +3%
HP
653
Hosking Partners
United Kingdom
$24M +$135K +1,852 +0.6%
MYAM
654
Meiji Yasuda Asset Management
Japan
$23.8M +$114K +1,560 +0.5%
CAM
655
Cidel Asset Management
Ontario, Canada
$23.8M -$444K -6,085 -2%
B
656
Bailard
California
$23.6M +$338K +4,633 +1%
SCM
657
Suffolk Capital Management
New York
$23.6M -$181K -2,473 -0.8%
AII
658
AGF Investments Inc
Ontario, Canada
$23.6M +$11.9M +163,167 +107%
OA
659
Oak Associates
Ohio
$23.5M +$73 +1 +0%
CA
660
Cullinan Associates
Kentucky
$23.5M +$16.1K +220 +0.1%
ACP
661
Ashfield Capital Partners
California
$23.3M -$908K -12,426 -4%
FIM
662
Frontier Investment Management
Texas
$23.3M -$614K -8,410 -3%
NG
663
NatWest Group
United Kingdom
$23.3M -$4.32M -59,091 -16%
MG
664
Markel Group
Virginia
$23.2M +$2.34M +32,000 +11%
AWG
665
Alpha Wave Global
New York
$23.2M -$4.11M -56,300 -15%
Arrowstreet Capital
666
Arrowstreet Capital
Massachusetts
$23.1M -$838M -11,472,101 -97%
WI
667
WBI Investments
New Jersey
$23M +$22.6M +309,094 New
CAM
668
Congress Asset Management
Massachusetts
$22.6M +$10.8M +147,855 +95%
BB
669
Busey Bank
Illinois
$22.5M -$363K -4,965 -2%
CAN
670
Cetera Advisor Networks
California
$22.4M -$609K -8,331 -3%
SC
671
Stralem & Co
New York
$22.4M -$6.82M -93,415 -24%
PGFC
672
Peapack-Gladstone Financial Corp
New Jersey
$22.3M -$350K -4,788 -2%
HT
673
HighTower Trust
Texas
$22.1M -$110K -1,505 -0.5%
GT
674
Glenview Trust
Kentucky
$22M -$280K -3,832 -1%
RE
675
RBC Europe
United Kingdom
$22M +$21.6M +295,157 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.