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
MVA
1726
Mount Vernon Associates
Maryland
$2.19M +$34K +466 +2%
CIC
1727
Cornercap Investment Counsel
Georgia
$2.19M +$1.5M +20,512 +232%
JDR
1728
Jay D. Rosenbaum
$2.18M -$168K -2,300 -7%
MWM
1729
Meridian Wealth Management
Kentucky
$2.17M -$75.2K -1,030 -3%
AB
1730
AT Bancorp
Iowa
$2.17M -$212K -2,898 -9%
Simplex Trading
1731
Simplex Trading
Illinois
$2.16M -$14M -192,135 -87%
QSS
1732
Quantitative Systematic Strategies
Florida
$2.15M +$923K +12,641 +78%
BCFS
1733
Butensky & Cohen Financial Security
Florida
$2.15M -$37.4K -512 -2%
ADL
1734
Asset Dedication LLC
California
$2.14M +$108K +1,476 +5%
AAS
1735
Annex Advisory Services
Wisconsin
$2.14M +$129K +1,760 +7%
PBT
1736
Pictet Bank & Trust
Bahamas
$2.13M +$48.6K +665 +2%
NFA
1737
Nuveen Fund Advisors
Illinois
$2.13M -$801K -10,963 -28%
PCMC
1738
Paragon Capital Management (Colorado)
Colorado
$2.13M +$161K +2,201 +8%
ECM
1739
EagleClaw Capital Management
Massachusetts
$2.12M -$146K -1,993 -7%
LC
1740
Lourd Capital
California
$2.12M +$32.4K +443 +2%
FFA
1741
Fragasso Financial Advisors
Pennsylvania
$2.11M -$861K -11,784 -29%
RWML
1742
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$2.1M -$21.9K -300 -1%
BWA
1743
BDO Wealth Advisors
Florida
$2.1M -$23.1K -316 -1%
AFNAS
1744
American Financial Network Advisory Services
California
$2.1M +$2.05M +28,124 New
LCM
1745
Liberty Capital Management
Michigan
$2.09M +$58.2K +797 +3%
SAM
1746
Shamrock Asset Management
Texas
$2.08M -$33.2K -454 -2%
BIM
1747
Barton Investment Management
Pennsylvania
$2.08M
EWA
1748
EP Wealth Advisors
California
$2.08M -$34.5K -472 -2%
FCIM
1749
Fairview Capital Investment Management
California
$2.08M +$110K +1,505 +6%
UBG
1750
United Bank (Georgia)
Georgia
$2.08M -$114K -1,556 -5%

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.