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
PCM
1801
Perkins Capital Management
Minnesota
$1.42M +$21.1K +350 +2%
OCG
1802
Opus Capital Group
Ohio
$1.42M +$27.1K +450 +2%
DR
1803
Davis Rea
Ontario, Canada
$1.42M +$24.1K +400 +2%
HPCM
1804
High Pointe Capital Management
Illinois
$1.41M -$6.01K -100 -0.4%
FP
1805
Foundry Partners
Minnesota
$1.41M -$1.17M -19,510 -46%
ITIM
1806
Indiana Trust & Investment Management
Indiana
$1.41M -$33.6K -558 -2%
MSFP
1807
Mark Sheptoff Financial Planning
Connecticut
$1.41M +$325K +5,400 +31%
FHA
1808
Flagship Harbor Advisors
Massachusetts
$1.41M +$1.34M +22,361 New
TPWA
1809
TRUE Private Wealth Advisors
Oregon
$1.4M +$303K +5,035 +30%
SCG
1810
Sonata Capital Group
Washington
$1.4M +$1.02K +17 +0.1%
LC
1811
Lourd Capital
California
$1.4M +$67.6K +1,124 +5%
AF
1812
Allworth Financial
California
$1.4M -$70.7K -1,176 -5%
ECAM
1813
East Coast Asset Management
Massachusetts
$1.39M
WA1
1814
Wimmer Associates 1
California
$1.39M +$180 +3 +0%
FCAG
1815
First Capital Advisors Group
New Jersey
$1.39M +$1.35M +22,374 New
CWP
1816
Capital Wealth Planning
Florida
$1.38M +$1.33M +22,165 New
BI
1817
Boulegeris Investments
Georgia
$1.38M +$263K +4,380 +25%
KT
1818
Kanaly Trust
Texas
$1.37M -$158K -2,635 -11%
FCFC
1819
First Commonwealth Financial Corp
Pennsylvania
$1.37M -$22.1K -368 -2%
AWM
1820
AE Wealth Management
Kansas
$1.37M +$1.32M +21,995 New
NAM
1821
Needelman Asset Management
California
$1.37M -$14.4K -240 -1%
HPBT
1822
High Point Bank & Trust
North Carolina
$1.36M -$4.03K -67 -0.3%
AWP
1823
Ascent Wealth Partners
New York
$1.36M -$5.65K -94 -0.4%
BTIS
1824
BB&T Investment Services
North Carolina
$1.35M +$1.31M +21,711 New
MFIMFI
1825
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.34M

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.