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
Vanguard Group
1
Vanguard Group
Pennsylvania
$42.6B +$576M +7,882,265 +1%
BlackRock
2
BlackRock
New York
$36.9B +$1.36B +18,617,401 +4%
Capital World Investors
3
Capital World Investors
California
$23.9B -$988M -13,523,005 -4%
State Street
4
State Street
Massachusetts
$22.4B -$510M -6,975,677 -2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$15.5B +$1.48B +20,324,225 +11%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$13.1B +$200M +2,743,010 +2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$8.47B -$408M -5,586,881 -5%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$8.42B -$150M -2,051,944 -2%
Northern Trust
9
Northern Trust
Illinois
$7.14B +$337M +4,609,966 +5%
JP Morgan Chase
10
JP Morgan Chase
New York
$6.55B -$72.8M -995,977 -1%
Bank of America
11
Bank of America
North Carolina
$6.5B +$984M +13,466,229 +18%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$6.17B +$112M +1,530,211 +2%
Invesco
13
Invesco
Georgia
$6.12B -$97.8M -1,338,337 -2%
Capital Research Global Investors
14
Capital Research Global Investors
California
$5.95B +$749M +10,255,438 +15%
Norges Bank
15
Norges Bank
Norway
$5.4B +$11.6M +159,460 +0.2%
Wells Fargo
16
Wells Fargo
California
$4.74B +$5.19M +71,104 +0.1%
Morgan Stanley
17
Morgan Stanley
New York
$4.63B -$36.2M -495,871 -0.8%
Franklin Resources
18
Franklin Resources
California
$4.51B -$356M -4,875,872 -7%
Gates Foundation Trust
19
Gates Foundation Trust
Washington
$4.17B -$584M -8,000,000 -13%
Ameriprise
20
Ameriprise
Minnesota
$3.98B -$150M -2,047,774 -4%
TCIM
21
TIAA CREF Investment Management
New York
$3.57B +$68.2M +933,009 +2%
Primecap Management
22
Primecap Management
California
$3.44B -$143M -1,958,710 -4%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$3.33B -$331M -4,530,939 -9%
Goldman Sachs
24
Goldman Sachs
New York
$3.13B -$99.4M -1,361,080 -3%
Dodge & Cox
25
Dodge & Cox
California
$3B -$53.1M -727,170 -2%

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.