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
SF
526
Synovus Financial
Georgia
$31.9M +$29.4K +489 +0.1%
PFM
527
Parsec Financial Management
North Carolina
$31.4M -$141K -2,349 -0.5%
BSA
528
Braun Stacey Associates
New York
$31.3M -$786K -13,069 -3%
FCI
529
Financial Counselors Inc
Kansas
$31.1M +$30.1M +500,599 New
SAC
530
Smith Affiliated Capital
New York
$31.1M
ZIC
531
ZWJ Investment Counsel
Georgia
$31M -$359K -5,971 -1%
WIC
532
Willis Investment Counsel
Georgia
$31M -$174K -2,885 -0.6%
CLOS
533
Compagnie Lombard Odier SCmA
Switzerland
$30.9M -$1.7M -28,291 -5%
WSFS
534
Wilmington Savings Fund Society
Delaware
$30.8M -$639K -10,627 -2%
CBOA
535
Commonwealth Bank of Australia
Australia
$30.7M -$727K -12,089 -2%
FNBOO
536
First National Bank of Omaha
Nebraska
$30.6M +$2.36M +39,311 +9%
Carson Wealth (CWM LLC)
537
Carson Wealth (CWM LLC)
Nebraska
$30.6M +$3.47M +57,674 +13%
LSERS
538
Louisiana State Employees Retirement System
Louisiana
$30.4M -$427K -7,100 -1%
HIMC
539
Heritage Investors Management Corp
Maryland
$30.3M -$1.05M -17,476 -3%
WMC
540
Westwood Management Corporation
Illinois
$30.2M -$48.5K -807 -0.2%
RCM
541
RNC Capital Management
California
$30.1M +$2.02M +33,519 +7%
PCM
542
Polaris Capital Management
Massachusetts
$30M +$6.66M +110,750 +30%
B
543
Barings
North Carolina
$29.6M -$4.34M -72,100 -13%
EOJOAM
544
E. Ohman J:or Asset Management
Sweden
$29.5M +$41.3K +687 +0.1%
CPH
545
C Partners Holding
Switzerland
$29.5M +$6.89M +114,480 +32%
ECM
546
Estabrook Capital Management
New York
$29.4M -$2.79M -46,398 -9%
RG
547
Rathbones Group
United Kingdom
$29.2M +$345K +5,732 +1%
CSIC
548
Clifford Swan Investment Counsel
California
$29.1M -$191K -3,183 -0.7%
JCM
549
Junto Capital Management
New York
$29.1M -$162K -2,700 -0.6%
MI
550
Markston International
New York
$28.9M -$1.51M -25,111 -5%

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.