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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
Ninety One (UK)
76
Ninety One (UK)
United Kingdom
$881M +$89.3M +1,222,869 +12%
Swedbank
77
Swedbank
Sweden
$857M +$59.6M +816,414 +8%
Adage Capital Partners
78
Adage Capital Partners
Massachusetts
$851M +$19.4M +265,400 +2%
LPC
79
Lone Pine Capital
Connecticut
$844M +$120M +1,642,105 +17%
IFP
80
Independent Franchise Partners
United Kingdom
$841M +$15.6M +212,905 +2%
TD Asset Management
81
TD Asset Management
Ontario, Canada
$837M +$10M +136,967 +1%
Fundsmith LLP
82
Fundsmith LLP
United Kingdom
$818M +$26M +355,610 +3%
Boston Partners
83
Boston Partners
Massachusetts
$816M -$98.7M -1,351,738 -11%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$808M -$4.66M -63,843 -0.6%
Grantham, Mayo, Van Otterloo & Co (GMO)
85
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$783M -$150M -2,050,001 -16%
Tiger Global Management
86
Tiger Global Management
New York
$781M
APG Asset Management
87
APG Asset Management
Netherlands
$774M +$110M +1,512,500 +17%
Hotchkis & Wiley Capital Management
88
Hotchkis & Wiley Capital Management
California
$764M +$41M +561,152 +6%
VAM
89
Veritas Asset Management
United Kingdom
$763M -$7.58M -103,757 -1%
Viking Global Investors
90
Viking Global Investors
Connecticut
$751M -$695M -9,518,711 -49%
Russell Investments Group
91
Russell Investments Group
United Kingdom
$739M -$43.2M -591,129 -6%
State of Wisconsin Investment Board
92
State of Wisconsin Investment Board
Wisconsin
$729M +$49.8M +681,871 +7%
ATO
93
Alecta Tjanstepension Omsesidigt
Sweden
$726M +$126M +1,725,000 +21%
Credit Agricole
94
Credit Agricole
France
$693M -$11.2M -152,928 -2%
1832 Asset Management
95
1832 Asset Management
Ontario, Canada
$680M +$49M +670,463 +8%
EVM
96
Eaton Vance Management
Massachusetts
$680M -$2.36M -32,343 -0.4%
State of New Jersey Common Pension Fund D
97
State of New Jersey Common Pension Fund D
New Jersey
$679M -$5.14M -70,300 -0.8%
VH
98
ValueAct Holdings
California
$671M -$511M -6,999,325 -44%
Lazard Asset Management
99
Lazard Asset Management
New York
$668M -$25.9M -355,102 -4%
Winslow Capital Management
100
Winslow Capital Management
Minnesota
$665M -$44.3M -606,433 -6%

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.