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
KPF
1576
K2 Principal Fund
Ontario, Canada
$3.33M -$1.18M -16,200 -27%
GXMC
1577
Global X Management Company
New York
$3.32M -$991K -13,569 -23%
IH
1578
IFC Holdings
Florida
$3.3M +$132K +1,807 +4%
PMG
1579
ProVise Management Group
Florida
$3.29M +$91.7K +1,255 +3%
Cetera Investment Advisers
1580
Cetera Investment Advisers
Illinois
$3.27M +$325K +4,452 +11%
MWP
1581
MYCIO Wealth Partners
Pennsylvania
$3.27M +$17.8K +244 +0.6%
MWM
1582
Mission Wealth Management
California
$3.26M +$58.2K +797 +2%
RG
1583
Rikoon Group
New Mexico
$3.25M -$41.6K -570 -1%
GS
1584
GAM Systematic
United Kingdom
$3.25M -$545K -7,462 -15%
LPIC
1585
LeJeune Puetz Investment Counsel
Michigan
$3.25M -$14.6K -200 -0.5%
BCA
1586
Benchmark Capital Advisors
New York
$3.23M -$54.8K -750 -2%
MHIM
1587
MacNealy Hoover Investment Management
Ohio
$3.21M
ECML
1588
Eagle Capital Management (Louisiana)
Louisiana
$3.21M -$30.8K -422 -1%
BIMC
1589
Benson Investment Management Company
Virginia
$3.21M +$14.2K +195 +0.5%
FCMT
1590
Founders Capital Management (Texas)
Texas
$3.19M -$102K -1,400 -3%
HI
1591
Hendershot Investments
Virginia
$3.18M -$395K -5,405 -11%
NAMP
1592
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.18M
TNBTD
1593
Trustmark National Bank Trust Department
Mississippi
$3.18M +$112K +1,533 +4%
WBG
1594
Wharton Business Group
Pennsylvania
$3.18M -$215K -2,944 -6%
CA
1595
Cambridge Advisors
Nebraska
$3.17M -$1.46K -20 -0%
HW
1596
Hedeker Wealth
Illinois
$3.17M +$671K +9,184 +28%
GWCM
1597
Godshalk Welsh Capital Management
Pennsylvania
$3.16M -$124K -1,700 -4%
BO
1598
Bank OZK
Arkansas
$3.15M -$291K -3,980 -9%
HCM
1599
Hengehold Capital Management
Ohio
$3.14M +$28.4K +389 +0.9%
SFG
1600
Summit Financial Group
West Virginia
$3.13M +$25.1K +344 +0.8%

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.