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
SB
1151
Simmons Bank
Arkansas
$6.21M +$338K +5,618 +6%
ID
1152
Integral Derivatives
New York
$6.17M +$5.98M +99,342 New
HRC
1153
Hoertkorn Richard Charles
$6.17M -$52.6K -875 -0.9%
PCTC
1154
Perkins Coie Trust Company
Washington
$6.16M -$168K -2,791 -3%
IWA
1155
IBEX Wealth Advisors
New Jersey
$6.12M +$127K +2,115 +2%
CG
1156
Clinton Group
New York
$6.12M +$5.92M +98,430 New
I
1157
IberiaBank
Louisiana
$6.1M +$503K +8,371 +9%
HL
1158
HeadInvest LLC
Maine
$6.08M -$29.5K -490 -0.5%
SIC
1159
Sigma Investment Counselors
Michigan
$6.06M +$45.6K +758 +0.8%
AP
1160
Appleton Partners
Massachusetts
$6.04M -$111K -1,851 -2%
DPIM
1161
Duff & Phelps Investment Management
Illinois
$6M -$214K -3,550 -4%
FG
1162
Fiduciary Group
Georgia
$6M +$1.07M +17,857 +23%
FWCM
1163
First Western Capital Management
California
$5.99M -$1.09M -18,187 -16%
EAMA
1164
EFG Asset Management (Americas)
Florida
$5.97M -$3.55K -59 -0.1%
UBWV
1165
United Bank (West Virginia)
West Virginia
$5.97M -$396K -6,578 -6%
PRCM
1166
Pine River Capital Management
Minnesota
$5.95M +$4.25M +70,674 +281%
TA
1167
Tiedemann Advisors
New York
$5.95M +$2.92M +48,514 +103%
RFM
1168
Royal Fund Management
Florida
$5.94M +$5.75M +95,531 New
VEPM
1169
Vista Equity Partners Management
California
$5.93M +$1.42M +23,592 +33%
GHA
1170
Garcia Hamilton & Associates
Texas
$5.9M -$216K -3,592 -4%
II
1171
IFM Investors
Australia
$5.89M +$5.7M +94,828 New
CIA
1172
Capital Investment Advisors
Georgia
$5.88M -$34.7K -577 -0.6%
CT
1173
Chicago Trust
Illinois
$5.88M -$155K -2,578 -3%
CG
1174
Caprock Group
Idaho
$5.87M -$361K -6,001 -6%
EFS
1175
Essex Financial Services
Connecticut
$5.86M +$364K +6,058 +7%

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.