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
MLFP
2101
MPS Loria Financial Planners
Illinois
$761K -$4.16K -57 -0.6%
CFP
2102
Cornerstone Financial Partners
North Carolina
$757K +$70.8K +969 +11%
RSA
2103
Robertson Stephens Advisors
California
$756K -$74K -1,013 -9%
SRSA
2104
S.R. Schill & Associates
Washington
$752K -$185K -2,528 -20%
BA
2105
BKS Advisors
Michigan
$752K -$3K -41 -0.4%
NFC
2106
Northeast Financial Consultants
Connecticut
$752K
GKWIM
2107
Gerber Kawasaki Wealth & Investment Management
California
$749K -$661K -9,043 -48%
CFA
2108
Camarda Financial Advisors
Florida
$749K -$52.6K -720 -7%
MBA
2109
McQueen Ball & Associates
Pennsylvania
$749K +$63.8K +874 +10%
SCM
2110
Southport Capital Management
Tennessee
$747K +$48.2K +660 +7%
GCIA
2111
Gabelli & Co Investment Advisers
New York
$745K
MUS
2112
Mitsubishi UFJ Securities
Japan
$743K
HCM
2113
Hilton Capital Management
New York
$733K +$427K +5,848 +146%
CIAS
2114
Capital Investment Advisory Services
North Carolina
$725K -$14.1K -193 -2%
AIM
2115
Arcadia Investment Management
Michigan
$723K +$37.8K +517 +6%
PMG
2116
Private Management Group
California
$721K -$38.1K -521 -5%
FA
2117
FMA Advisory
Pennsylvania
$721K -$13.4K -184 -2%
SIAS
2118
Shine Investment Advisory Services
Colorado
$721K +$19.1K +261 +3%
BCM
2119
Bienville Capital Management
New York
$721K +$130K +1,784 +23%
CCM
2120
Check Capital Management
California
$720K -$73K -1,000 -9%
CP
2121
Camelot Portfolios
Ohio
$717K
BAM
2122
Baring Asset Management
United Kingdom
$715K
AC
2123
Alexandria Capital
Virginia
$709K -$73 -1 -0%
Verition Fund Management
2124
Verition Fund Management
Connecticut
$708K -$1.63M -22,317 -70%
MWM
2125
Mascoma Wealth Management
New Hampshire
$708K -$26.1K -358 -4%

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.