We are live on ! Find out more
MSFT icon

Microsoft

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
YIA
726
YHB Investment Advisors
Connecticut
$18.4M +$2.28M +31,195 +14%
ACI
727
Alpha Cubed Investments
California
$18.4M +$2.62M +35,853 +17%
NPA
728
Nichols & Pratt Advisers
Massachusetts
$18.3M +$112K +1,535 +0.6%
GAM
729
Gotham Asset Management
New York
$18.3M -$2.46M -33,653 -12%
CONA
730
Capital One National Association
New York
$18.3M -$589K -8,066 -3%
PAM
731
Palisade Asset Management
Minnesota
$18.2M +$464K +6,353 +3%
SLI
732
Sumitomo Life Insurance
Japan
$18.1M -$318K -4,348 -2%
GMI
733
Greystone Managed Investments
Saskatchewan, Canada
$18.1M +$672K +9,197 +4%
AHB
734
Abner Herrman & Brock
New Jersey
$18.1M +$187K +2,554 +1%
MERSOM
735
Municipal Employees' Retirement System of Michigan
Michigan
$18M -$3.88M -53,130 -18%
CL
736
CPWM LLC
Washington
$17.9M -$1.43M -19,642 -7%
BBI
737
Baxter Bros Inc
Connecticut
$17.9M -$102K -1,402 -0.6%
CAM
738
Capco Asset Management
Florida
$17.9M +$80.7K +1,105 +0.5%
CISOA
739
Capital Investment Services of America
Wisconsin
$17.9M +$61.7K +845 +0.4%
VCM
740
Violich Capital Management
California
$17.9M -$90.7K -1,242 -0.5%
WAM
741
Wallington Asset Management
Indiana
$17.8M -$182K -2,487 -1%
PWLP
742
Prio Wealth Limited Partnership
Massachusetts
$17.8M -$179K -2,450 -1%
CP
743
Cumberland Partners
Ontario, Canada
$17.8M -$17.5K -240 -0.1%
BCAM
744
Boston Common Asset Management
Massachusetts
$17.5M +$79.6K +1,090 +0.5%
KCM
745
Kanawha Capital Management
Virginia
$17.5M -$89.5K -1,225 -0.5%
ZIG
746
Zuckerman Investment Group
Illinois
$17.5M -$156K -2,140 -0.9%
WG
747
Welch Group
Alabama
$17.5M +$15.3M +209,838 +833%
IA
748
IFP Advisors
Florida
$17.5M -$252K -3,445 -1%
PP
749
Patten & Patten
Tennessee
$17.4M +$211K +2,885 +1%
CA
750
Claar Advisors
New York
$17.3M +$17M +232,777 New

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.