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
DCP
201
DSM Capital Partners
Florida
$219M +$14.8M +203,090 +7%
EPFB
202
Employees Provident Fund Board
Malaysia
$216M +$3.84M +52,599 +2%
DFO
203
Duquesne Family Office
New York
$216M +$20M +274,000 +10%
RJFSA
204
Raymond James Financial Services Advisors
Florida
$216M +$2.68M +36,730 +1%
Westfield Capital Management
205
Westfield Capital Management
Massachusetts
$215M +$3.92M +53,607 +2%
Luther King Capital Management (LKCM)
206
Luther King Capital Management (LKCM)
Texas
$210M -$635K -8,696 -0.3%
CI Investments Inc
207
CI Investments Inc
Ontario, Canada
$208M +$36.5M +499,547 +22%
Baird Financial Group
208
Baird Financial Group
Wisconsin
$207M +$274K +3,746 +0.1%
EAM
209
Eagle Asset Management
Florida
$207M -$10.1M -138,791 -5%
AI
210
Ariel Investments
Illinois
$204M +$8.75M +119,822 +5%
JMPWA
211
JP Morgan Private Wealth Advisors
California
$202M +$1.89M +25,848 +1%
Nisa Investment Advisors
212
Nisa Investment Advisors
Missouri
$202M +$6.44M +88,149 +3%
N
213
Nuveen
North Carolina
$197M -$13.2M -181,297 -6%
HighTower Advisors
214
HighTower Advisors
Illinois
$197M -$8.93M -122,221 -4%
BNP Paribas Asset Management
215
BNP Paribas Asset Management
France
$196M +$2.24M +30,643 +1%
Balyasny Asset Management
216
Balyasny Asset Management
Illinois
$195M +$1.35M +18,539 +0.7%
JFL
217
Jarislowsky, Fraser Ltd
Quebec, Canada
$193M +$2.48M +33,893 +1%
FCM
218
Farallon Capital Management
California
$192M +$7.68M +105,172 +4%
Comerica Bank
219
Comerica Bank
Texas
$191M -$1.49M -20,465 -0.9%
HFS
220
HL Financial Services
Kentucky
$187M -$630K -8,630 -0.3%
First Trust Advisors
221
First Trust Advisors
Illinois
$186M -$7.85M -107,466 -4%
M&T Bank
222
M&T Bank
New York
$184M -$14.1M -193,639 -7%
Flossbach Von Storch
223
Flossbach Von Storch
Germany
$184M -$3.23M -44,200 -2%
Harris Associates
224
Harris Associates
Illinois
$182M -$74.5M -1,019,674 -29%
Robeco Institutional Asset Management
225
Robeco Institutional Asset Management
Netherlands
$181M +$532K +7,283 +0.3%

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.