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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
PWP
701
Private Wealth Partners
California
$20.2M +$110K +1,511 +0.6%
JCM
702
Junto Capital Management
New York
$20.1M -$44.3M -607,087 -69%
CAM
703
Centre Asset Management
New York
$20M -$320K -4,380 -2%
TAM
704
Taurus Asset Management
New York
$19.9M -$15.6K -214 -0.1%
WT
705
Washington Trust
Rhode Island
$19.9M -$23.4K -321 -0.1%
NPF
706
Norris Perne & French
Michigan
$19.9M +$562K +7,691 +3%
MLL
707
Moody Lynn & Lieberson
Massachusetts
$19.8M -$4.3M -58,880 -18%
FA
708
Friess Associates
Delaware
$19.8M
SPC
709
Stewart & Patten Company
California
$19.7M -$831K -11,370 -4%
MPM
710
Meritage Portfolio Management
Kansas
$19.7M +$145K +1,980 +0.8%
RBA
711
Richard Bernstein Advisors
New York
$19.7M
OMCS
712
Old Mutual Customised Solutions
South Africa
$19.6M +$635K +8,700 +3%
WPC
713
Waters Parkerson & Co
Louisiana
$19.2M +$169K +2,308 +0.9%
UM
714
Ulysses Management
New York
$19.2M
NIMI
715
Natixis Investment Managers International
France
$19.1M -$611K -8,359 -3%
FA
716
FDx Advisors
Illinois
$19.1M +$2.02M +27,657 +12%
Jones Financial Companies
717
Jones Financial Companies
Missouri
$19M -$932K -12,758 -5%
WC
718
Woodstock Corp
Massachusetts
$19M -$21.2K -290 -0.1%
EDRH
719
Edmond de Rothschild Holding
Switzerland
$18.9M -$1,000K -13,690 -5%
ACM
720
Academy Capital Management
Texas
$18.9M -$151K -2,061 -0.8%
BG
721
Bollard Group
Massachusetts
$18.8M +$828K +11,335 +5%
CTC
722
Central Trust Company
Missouri
$18.8M -$21.1K -289 -0.1%
AJ
723
Ashburton (Jersey)
Jersey
$18.7M -$564K -7,720 -3%
MAP
724
Managed Asset Portfolios
Michigan
$18.7M +$577K +7,900 +3%
BIC
725
Beach Investment Counsel
Pennsylvania
$18.6M -$2.14M -29,276 -10%

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.