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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
FLII
626
First Long Island Investors
New York
$22.6M -$176K -2,929 -0.8%
AG
627
Advisor Group
Arizona
$22.4M +$101K +1,686 +0.5%
ISL
628
Ingalls & Snyder LLC
New York
$22.1M -$263K -4,365 -1%
Baillie Gifford & Co
629
Baillie Gifford & Co
United Kingdom
$22.1M +$473K +7,863 +2%
FMII
630
Farmers & Merchants Investments Inc
Nebraska
$21.9M +$1.51M +25,032 +8%
AAM
631
Ardevora Asset Management
United Kingdom
$21.9M -$1.91M -31,700 -8%
OPCM
632
Osborne Partners Capital Management
California
$21.8M -$400K -6,654 -2%
LSCM
633
Light Street Capital Management
California
$21.7M +$21.1M +350,000 New
TBA
634
Tower Bridge Advisors
Pennsylvania
$21.7M -$656K -10,913 -3%
CG
635
Colony Group
Massachusetts
$21.5M +$1.3M +21,560 +7%
GIP
636
Granite Investment Partners
California
$21.5M -$23.9K -398 -0.1%
WG
637
Winton Group
United Kingdom
$21.5M -$29.5M -490,065 -59%
Mirae Asset Global Investments
638
Mirae Asset Global Investments
South Korea
$21.4M -$59.2K -984 -0.3%
MJRIC
639
Mogy Joel R Investment Counsel
California
$21.2M -$66.8K -1,111 -0.3%
ZDA
640
Zweig-DiMenna Associates
New York
$21.2M +$949K +15,779 +5%
WTC
641
WhitTier Trust Company
Nevada
$21.2M +$2.13M +35,428 +12%
RC
642
Randolph Company
Ohio
$21.1M +$26.3K +437 +0.1%
CAM
643
Cidel Asset Management
Ontario, Canada
$21.1M +$656K +10,913 +3%
VIMU
644
Veritas Investment Management (UK)
United Kingdom
$21M -$723K -12,023 -3%
TAM
645
Tiverton Asset Management
Delaware
$20.9M +$2.02M +33,551 +11%
Handelsbanken Fonder
646
Handelsbanken Fonder
Sweden
$20.8M -$1.67M -27,700 -8%
IHL
647
Investment House LLC
California
$20.7M -$33.1K -550 -0.2%
PR
648
Payden & Rygel
California
$20.7M
BCM
649
Barometer Capital Management
Ontario, Canada
$20.6M -$5.37M -89,300 -21%
AssetMark Inc
650
AssetMark Inc
California
$20.5M +$1.85M +30,700 +10%

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.