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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
YAM
101
Yacktman Asset Management
Texas
$649M -$2.92M -39,910 -0.5%
Caisse de Depot et Placement du Quebec (CDPQ)
102
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$646M -$68M -930,400 -10%
O
103
OppenheimerFunds
New York
$637M -$85.2M -1,166,838 -12%
USAA
104
United Services Automobile Association
Texas
$630M -$13.3M -181,464 -2%
RJA
105
Raymond James & Associates
Florida
$626M -$13.5M -184,701 -2%
FPP
106
Findlay Park Partners
United Kingdom
$622M
Aberdeen Group
107
Aberdeen Group
United Kingdom
$608M +$597M +8,166,525 New
Chevy Chase Trust
108
Chevy Chase Trust
Maryland
$600M +$3.77M +51,648 +0.6%
Canada Life
109
Canada Life
Manitoba, Canada
$599M +$3.95M +54,092 +0.7%
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$590M +$310M +4,244,757 +115%
Nordea Investment Management
111
Nordea Investment Management
Sweden
$589M +$14.7M +201,196 +3%
FPA
112
First Pacific Advisors
California
$583M -$10.9M -149,120 -2%
Schroder Investment Management Group
113
Schroder Investment Management Group
United Kingdom
$580M -$78.7M -1,078,033 -12%
BBHC
114
Brown Brothers Harriman & Co
New York
$579M -$36.4M -498,283 -6%
GIM
115
Generation Investment Management
United Kingdom
$571M -$3.51M -48,022 -0.6%
First Manhattan
116
First Manhattan
New York
$547M -$23.1M -316,181 -4%
PAM
117
Panagora Asset Management
Massachusetts
$545M -$55.6M -761,380 -9%
NIPH
118
NN Investment Partners Holdings
Netherlands
$538M +$23.4M +320,435 +5%
SO
119
STRS Ohio
Ohio
$531M +$10.6M +145,786 +2%
Polen Capital Management
120
Polen Capital Management
Florida
$527M +$517M +7,081,215 New
KCM
121
Kensico Capital Management
Connecticut
$517M -$52.5M -718,600 -9%
Fayez Sarofim & Co
122
Fayez Sarofim & Co
Texas
$509M +$17.7M +241,998 +4%
CIBC Private Wealth Group
123
CIBC Private Wealth Group
Georgia
$490M +$139M +1,901,312 +41%
WT
124
Wellcome Trust
United Kingdom
$484M
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$475M +$64.8M +886,480 +16%

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.