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
CA
776
Cornerstone Advisors
North Carolina
$16.3M +$1.3M +17,800 +9%
ECM
777
ETrade Capital Management
Virginia
$16.3M +$706K +9,666 +5%
Mariner
778
Mariner
Kansas
$16.1M +$905K +12,387 +6%
NIMC
779
NWQ Investment Management Company
California
$16.1M -$36.6M -501,620 -70%
BONST
780
Bank of Nova Scotia Trust
Ontario, Canada
$16M +$150K +2,052 +1%
PP
781
Prospector Partners
Connecticut
$16M -$212K -2,900 -1%
CCMIC
782
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$16M -$1.17M -16,021 -7%
AAF
783
Andra AP-fonden
Sweden
$16M -$562K -7,700 -3%
PFC
784
Poplar Forest Capital
California
$15.9M -$2.1M -28,806 -12%
FM
785
Foster & Motley
Ohio
$15.9M -$1.15M -15,698 -7%
TNB
786
Thomasville National Bank
Georgia
$15.8M +$326K +4,460 +2%
FAB
787
First American Bank
Illinois
$15.8M -$166K -2,277 -1%
PCMK
788
Paragon Capital Management (Kansas)
Kansas
$15.7M -$815K -11,154 -5%
MAM
789
Mastrapasqua Asset Management
Tennessee
$15.7M -$132K -1,804 -0.8%
PDN
790
Pensionfund DSM Netherlands
Netherlands
$15.7M
CBCM
791
Cook & Bynum Capital Management
Alabama
$15.6M
VSI
792
Verde Servicos Internacionais
Brazil
$15.6M -$2.55M -34,892 -14%
CPSAC
793
Chas P. Smith & Associates (CPS)
Florida
$15.5M +$1.08M +14,788 +8%
NB
794
NBT Bank
New York
$15.5M -$1.06M -14,547 -7%
NEI
795
Northwest & Ethical Investments
Ontario, Canada
$15.5M -$1.33M -18,146 -8%
SRC
796
Shufro Rose & Co
New York
$15.5M -$34.7K -475 -0.2%
MHIC
797
Marble Harbor Investment Counsel
Massachusetts
$15.5M +$560K +7,660 +4%
IAM
798
ICM Asset Management
Washington
$15.4M -$99.3K -1,360 -0.7%
SBSB
799
Sullivan, Bruyette, Speros & Blaney
Virginia
$15.4M +$2.49M +34,139 +20%
MPWT
800
MassMutual Private Wealth & Trust
Connecticut
$15.4M +$1.2M +16,364 +9%

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.