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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
Artisan Partners
126
Artisan Partners
Wisconsin
$472M -$103M -1,411,134 -18%
AT
127
AMF Tjänstepension
Sweden
$471M -$9.17M -125,498 -2%
DZ Bank
128
DZ Bank
Germany
$459M +$4.38M +59,996 +1%
Korea Investment Corp
129
Korea Investment Corp
South Korea
$455M -$18M -245,800 -4%
US Bancorp
130
US Bancorp
Minnesota
$455M +$586K +8,029 +0.1%
Aviva
131
Aviva
United Kingdom
$448M +$3.2M +43,784 +0.7%
Los Angeles Capital Management
132
Los Angeles Capital Management
California
$444M +$48.7M +666,655 +13%
Macquarie Group
133
Macquarie Group
Australia
$429M +$3.23M +44,241 +0.8%
OAG
134
Orbis Allan Gray
Bermuda
$425M -$8.2M -112,318 -2%
National Pension Service
135
National Pension Service
South Korea
$419M +$16.6M +227,362 +4%
Diamond Hill Capital Management
136
Diamond Hill Capital Management
Ohio
$412M +$8.11M +111,093 +2%
PAMU
137
Pictet Asset Management (UK)
United Kingdom
$411M +$3.29M +45,070 +0.8%
BG
138
Bahl & Gaynor
Ohio
$407M +$1.99M +27,193 +0.5%
JIM
139
Jensen Investment Management
Oregon
$407M -$2.46M -33,665 -0.6%
Aristotle Capital Management
140
Aristotle Capital Management
California
$405M +$5.2M +71,230 +1%
Bessemer Group
141
Bessemer Group
New Jersey
$405M +$4.22M +57,709 +1%
NFA
142
Nationwide Fund Advisors
Ohio
$404M -$8.74M -119,665 -2%
Fidelity International
143
Fidelity International
Bermuda
$400M +$25M +342,856 +7%
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
$397M -$29.5M -404,375 -7%
Stifel Financial
145
Stifel Financial
Missouri
$396M +$4.41M +60,367 +1%
CWM
146
CIBC World Markets
New York
$394M +$169M +2,316,998 +78%
Teacher Retirement System of Texas
147
Teacher Retirement System of Texas
Texas
$393M +$52.7M +721,944 +16%
DnB Asset Management
148
DnB Asset Management
Norway
$385M +$19.4M +266,225 +5%
ECU
149
Egerton Capital (UK)
United Kingdom
$382M +$84.9M +1,162,667 +29%
Retirement Systems of Alabama
150
Retirement Systems of Alabama
Alabama
$381M -$13.3M -181,556 -3%

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.