We are live on ! Find out more
MSFT icon

Microsoft

2,425 hedge funds and large institutions have $355B invested in Microsoft in 2016 Q4 according to their latest regulatory filings, with 252 funds opening new positions, 917 increasing their positions, 1,073 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 252 | Existing positions closed: 63

73.57% more ownership

Funds ownership: 0%73.57% (+74%)

15% more call options, than puts

Call options by funds: $4.64B | Put options by funds: $4.05B

10% more capital invested

Capital invested by funds: $322B → $355B (+$33.2B)

10% more funds holding in top 10

Funds holding in top 10: 847931 (+84)

7% more funds holding

Funds holding: 2,2722,425 (+153)

15% less repeat investments, than reductions

Existing positions increased: 917 | Existing positions reduced: 1,073

Holders
2,425
Holders Change
+153
Holders Change %
+6.73%
% of All Funds
60.63%
Holding in Top 10
931
Holding in Top 10 Change
+84
Holding in Top 10 Change %
+9.92%
% of All Funds
23.27%
New
252
Increased
917
Reduced
1,073
Closed
63
Calls
$4.64B
Puts
$4.05B
Net Calls
+$590M
Net Calls Change
+$308M
Name Holding Trade Value Shares
Change
Change in
Stake
IRF
451
IBM Retirement Fund
New York
$46.6M -$131K -2,186 -0.3%
SCA
452
STALEY CAPITAL ADVISERS
Pennsylvania
$46.5M -$247K -4,099 -0.5%
WAM
453
World Asset Management
Michigan
$45.5M -$3.91M -64,972 -8%
CIM
454
Calvert Investment Management
Maryland
$45.2M +$2.15M +35,828 +5%
ABC
455
Associated Banc-Corp
Wisconsin
$44.6M -$169K -2,805 -0.4%
JIC
456
Johnson Investment Counsel
Ohio
$44.3M +$255K +4,243 +0.6%
CM
457
CS McKee
Pennsylvania
$44M -$10M -167,061 -19%
MME
458
Meag Munich Ergo
Germany
$43.5M +$29.8K +495 +0.1%
PCM
459
Palestra Capital Management
New York
$42.9M +$41.5M +690,000 New
PNC
460
Park National Corp
Ohio
$42.9M -$632K -10,511 -2%
CCP
461
Clough Capital Partners
Massachusetts
$42.9M +$17.8M +296,000 +75%
AIM
462
Allen Investment Management
New York
$42.8M +$3.58M +59,593 +9%
SMDAM
463
Sumitomo Mitsui DS Asset Management
Japan
$42.7M +$1.05M +17,415 +3%
NLGIA
464
Nippon Life Global Investors Americas
New York
$42.6M -$712K -11,830 -2%
IC
465
Inverness Counsel
New York
$42.5M +$319K +5,308 +0.8%
CTB
466
Country Trust Bank
Illinois
$42.4M -$445K -7,393 -1%
GAI
467
General American Investors
New York
$42.3M
MCM
468
McKinley Capital Management
Alaska
$42.2M +$8.1M +134,668 +25%
HCM
469
Huber Capital Management
California
$42.2M -$2.23M -37,100 -5%
VDI
470
Vaughan David Investments
Illinois
$42.1M -$974K -16,193 -2%
OC
471
Oppenheimer & Co
New York
$42.1M -$1.52M -25,211 -4%
CIPU
472
Caledonia Investments plc (UK)
United Kingdom
$41.8M
PI
473
PineBridge Investments
New York
$41.3M +$2.82M +46,902 +8%
WCM
474
Wedge Capital Management
North Carolina
$41.2M +$39.6M +658,703 +16,744%
CANY
475
Caxton Associates (New York)
New York
$41M +$4.51M +75,050 +13%

MSFT Hedge Fund Activity: Q4 2016 in Review

2,425 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q4 2016, worth a combined $355B — up 10% from $322B a quarter earlier.

Buyers outnumbered sellers: 252 funds opened new MSFT positions and 63 closed out — a net gain of 189 holders — while 917 added to existing stakes and 1,073 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.06B. The largest seller was Mizuho Trust & Banking, exiting entirely with an estimated $703M sold.

  • 2,425 institutional investors held Microsoft (MSFT) as of Q4 2016, up from 2,272 in Q3 2016.
  • Funds reported $355B of Microsoft stock for Q4 2016, up 10% quarter-over-quarter.
  • 252 funds opened new Microsoft positions in Q4 2016 and 63 closed out, a net change of +189 holders.
  • The largest Microsoft buyer in Q4 2016 was Fidelity Investments, an estimated $1.06B added.
  • The largest Microsoft seller in Q4 2016 was Mizuho Trust & Banking, an estimated $703M sold.

Based on aggregated 13F filings for Q4 2016.