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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
HTHT
1051
Hemenway Trust Hemenway Trust
New Hampshire
$7.79M -$18K -300 -0.2%
GGHC
1052
Gilder Gagnon Howe & Co
New York
$7.79M +$1.14M +18,990 +18%
IIM
1053
Ipswich Investment Management
Massachusetts
$7.77M +$1.15M +19,127 +18%
FCMC
1054
Founders Capital Management (Connecticut)
Connecticut
$7.77M -$11.7K -194 -0.2%
SYBT
1055
Stock Yards Bank & Trust
Kentucky
$7.75M -$18.8K -313 -0.3%
BFIM
1056
Beese Fulmer Investment Management
Ohio
$7.73M -$44.3K -737 -0.6%
PJSIMP
1057
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.72M -$82.6K -1,373 -1%
NC
1058
NBW Capital
Massachusetts
$7.69M +$58.6K +975 +0.8%
CPSAC
1059
Chas P. Smith & Associates (CPS)
Florida
$7.68M +$7.19M +119,555 +2,957%
GLRA
1060
Gerald L. Ray & Associates
Texas
$7.68M +$205K +3,403 +3%
WB
1061
Webster Bank
Connecticut
$7.67M +$118K +1,969 +2%
DIS
1062
Diversified Investment Strategies
Louisiana
$7.66M -$147K -2,450 -2%
RIM
1063
Rainier Investment Management
Washington
$7.65M -$138K -2,300 -2%
VC
1064
Vicus Capital
Pennsylvania
$7.63M +$16K +266 +0.2%
BAS
1065
Brown Advisory Securities
Maryland
$7.63M +$354K +5,888 +5%
SSP
1066
Sapphire Star Partners
Washington
$7.62M -$45.5K -757 -0.6%
CAIMH
1067
Central Asset Investments & Management Holdings
Hong Kong
$7.54M +$6.18M +102,800 +556%
TC
1068
Telemus Capital
Michigan
$7.54M +$87.3K +1,452 +1%
DWT
1069
Dorsey & Whitney Trust
South Dakota
$7.51M +$19.8K +329 +0.3%
LDB
1070
Lee, Danner & Bass
Tennessee
$7.5M +$86.7K +1,442 +1%
MBTD
1071
Mechanics Bank - Trust Department
California
$7.48M -$902 -15 -0%
MC
1072
Martin & Co
Tennessee
$7.47M -$158K -2,622 -2%
HC
1073
Hawkins Capital
Texas
$7.45M
KPF
1074
K2 Principal Fund
Ontario, Canada
$7.39M +$3.75M +62,300 +110%
TSW
1075
Thompson Siegel & Walmsley
Virginia
$7.38M +$2.3M +38,221 +47%

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.