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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
Fisher Asset Management
51
Fisher Asset Management
Washington
$1.22B +$31.9M +436,655 +3%
Barrow, Hanley, Mewhinney & Strauss
52
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.21B -$54.6M -747,367 -4%
VOYA Investment Management
53
VOYA Investment Management
Georgia
$1.2B -$12.3M -168,923 -1%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$1.17B -$3.04M -41,592 -0.3%
Principal Financial Group
55
Principal Financial Group
Iowa
$1.17B -$8.93M -122,283 -0.8%
Canada Pension Plan Investment Board
56
Canada Pension Plan Investment Board
Ontario, Canada
$1.15B +$114M +1,555,100 +11%
Mitsubishi UFJ Trust & Banking
57
Mitsubishi UFJ Trust & Banking
Japan
$1.15B +$12.1M +165,338 +1%
HSBC Holdings
58
HSBC Holdings
United Kingdom
$1.14B +$31M +425,046 +3%
FAM
59
Fred Alger Management
New York
$1.12B -$54.5M -746,371 -5%
Prudential Financial
60
Prudential Financial
New Jersey
$1.12B -$46.8M -640,118 -4%
CS
61
Credit Suisse
Switzerland
$1.11B -$38.2M -522,948 -3%
American Century Companies
62
American Century Companies
Missouri
$1.08B -$230M -3,152,813 -18%
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.03B -$141M -1,926,897 -12%
PP
64
Prudential plc
United Kingdom
$1.02B -$9.82M -134,497 -1%
JSP
65
Jackson Square Partners
California
$1.01B -$47.6M -651,255 -5%
AQR Capital Management
66
AQR Capital Management
Connecticut
$997M +$383K +5,247 +0%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$985M -$14.4M -197,661 -1%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$980M -$17.9M -245,304 -2%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$946M +$9.1M +124,569 +1%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$946M -$84.8M -1,160,718 -8%
Sanders Capital
71
Sanders Capital
Florida
$930M +$25.2M +344,500 +3%
EIP
72
Epoch Investment Partners
New York
$916M +$14.9M +204,183 +2%
Neuberger Berman Group
73
Neuberger Berman Group
New York
$914M +$5.15M +70,528 +0.6%
Asset Management One
74
Asset Management One
Japan
$892M +$2.25M +30,778 +0.3%
Loomis, Sayles & Company
75
Loomis, Sayles & Company
Massachusetts
$882M +$10.3M +141,364 +1%

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.