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
DIA
1526
Dean Investment Associates
Ohio
$3.58M -$16.7K -228 -0.5%
FANJ
1527
Financial Architects (New Jersey)
New Jersey
$3.58M +$308K +4,214 +10%
RCAG
1528
Rehmann Capital Advisory Group
Michigan
$3.57M +$274K +3,747 +8%
OIA
1529
Optimum Investment Advisors
Illinois
$3.57M +$308K +4,220 +10%
AIA
1530
AIMZ Investment Advisors
California
$3.55M -$28.6K -392 -0.8%
AL
1531
Aspiriant LLC
California
$3.55M +$98K +1,341 +3%
TIA
1532
Trust Investment Advisors
Indiana
$3.55M -$351K -4,800 -9%
BGC
1533
Blue Granite Capital
South Carolina
$3.55M +$242K +3,315 +7%
BTIS
1534
BB&T Investment Services
North Carolina
$3.55M +$744K +10,182 +27%
AIM
1535
ARGA Investment Management
Connecticut
$3.55M -$43.8K -600 -1%
IC
1536
Investment Counsel
Michigan
$3.55M -$23.7K -325 -0.7%
CWM
1537
Concentric Wealth Management
California
$3.54M +$219 +3 +0%
TCM
1538
Texan Capital Management
Texas
$3.54M -$110K -1,505 -3%
NPT
1539
Nixon Peabody Trust
Massachusetts
$3.53M -$120K -1,640 -3%
ABP
1540
Arthur B. Page
$3.52M -$81.4K -1,115 -2%
BCB
1541
Brian C. Broderick
$3.52M -$292K -4,000 -8%
PG
1542
Patten Group
Tennessee
$3.52M -$15.2K -208 -0.4%
BDF
1543
Balasa Dinverno & Foltz
$3.52M +$30K +411 +0.9%
FIM
1544
Freedom Investment Management
Connecticut
$3.52M +$180K +2,462 +5%
Group One Trading
1545
Group One Trading
Illinois
$3.51M +$2M +27,417 +139%
EWM
1546
Empirical Wealth Management
Washington
$3.51M -$26.7K -365 -0.8%
WA
1547
WBH Advisory
Maryland
$3.5M +$122K +1,672 +4%
KIP
1548
Kayak Investment Partners
California
$3.5M -$219K -3,000 -6%
SFSIG
1549
San Francisco Sentry Investment Group
California
$3.49M +$321K +4,397 +10%
BPCE
1550
Bank Pictet & Cie (Europe)
Germany
$3.48M +$440K +6,019 +15%

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.