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
FIM
1676
Fruth Investment Management
Texas
$1.99M +$24.1K +400 +1%
LCP
1677
Legacy Capital Partners
Wisconsin
$1.98M +$1.35M +22,397 +236%
ECM
1678
EagleClaw Capital Management
Massachusetts
$1.98M -$12.3K -204 -0.6%
BHBT
1679
Burke & Herbert Bank & Trust
Virginia
$1.98M -$24.4K -406 -1%
BJL
1680
Brighton Jones LLC
Washington
$1.98M -$8.97M -149,071 -82%
11A
1681
10-15 Associates
New York
$1.96M -$267K -4,441 -12%
IP
1682
Investment Partners
Ohio
$1.95M -$1.18M -19,629 -38%
CHAM
1683
Clear Harbor Asset Management
Connecticut
$1.95M +$4.87K +81 +0.3%
IFB
1684
iAB Financial Bank
Indiana
$1.95M -$8.12K -135 -0.4%
AP
1685
AHL Partners
United Kingdom
$1.94M -$6.73M -111,925 -78%
SSCM
1686
Summit Street Capital Management
New York
$1.94M -$792K -13,163 -30%
Cetera Investment Advisers
1687
Cetera Investment Advisers
Illinois
$1.94M +$488K +8,112 +35%
FMLI
1688
Fukoku Mutual Life Insurance
Japan
$1.93M -$66.2K -1,100 -3%
LC
1689
LCNB Corp
Ohio
$1.93M +$1.87M +31,056 New
OFS
1690
Orrstown Financial Services
Pennsylvania
$1.92M +$10.8K +179 +0.6%
JDR
1691
Jay D. Rosenbaum
$1.92M +$24.1K +400 +1%
CAM
1692
Cypress Asset Management
Texas
$1.91M +$15.3K +255 +0.8%
AGM
1693
Alpine Global Management
New York
$1.9M +$1.84M +30,615 New
CSS
1694
Cubist Systematic Strategies
Connecticut
$1.9M -$4.33M -72,037 -70%
Lido Advisors
1695
Lido Advisors
California
$1.89M +$525K +8,726 +40%
UBG
1696
United Bank (Georgia)
Georgia
$1.87M +$1.81M +30,078 New
UFG
1697
United Fire Group
Iowa
$1.86M
DSAM
1698
Dock Street Asset Management
Florida
$1.86M +$1.8M +29,990 New
SCI
1699
Stableford Capital II
Arizona
$1.86M +$1.8M +29,871 New
GLI
1700
Guardian Life Insurance
New York
$1.85M +$23.9K +398 +1%

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.