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
DCM
1926
Driehaus Capital Management
Illinois
$1.02M -$1.78M -29,581 -64%
GCM
1927
GoodHaven Capital Management
New Jersey
$1.02M -$914K -15,200 -48%
HFM
1928
Hartford Financial Management
Connecticut
$1.02M -$128K -2,125 -11%
PP
1929
Paloma Partners
Connecticut
$1.01M -$6.2M -103,088 -86%
MFW
1930
Mosaic Family Wealth
Missouri
$1.01M -$198K -3,300 -17%
TSS
1931
Two Sigma Securities
New York
$1.01M +$395K +6,569 +68%
CFP
1932
Cornerstone Financial Partners
North Carolina
$1.01M -$2.43M -40,468 -71%
PP
1933
PagnatoKarp Partners
Virginia
$1M +$968K +16,092 New
Kovitz Investment Group Partners
1934
Kovitz Investment Group Partners
Illinois
$998K +$27.8K +462 +3%
WA
1935
WealthTrust-Arizona
Arizona
$996K +$19.7K +327 +2%
WAS
1936
Winch Advisory Services
Wisconsin
$993K -$128K -2,129 -12%
HI
1937
Horizon Investments
North Carolina
$990K -$45.5K -757 -5%
BBNB
1938
Baker Boyer National Bank
Washington
$989K +$19.4K +322 +2%
CIM
1939
Cetera Investment Management
California
$988K -$178K -2,967 -16%
FWP
1940
FAS Wealth Partners
Kansas
$986K +$85K +1,413 +10%
MWM
1941
Meridian Wealth Management
Kentucky
$985K +$942K +15,666 New
DM
1942
Diker Management
New York
$979K
FFSOTS
1943
Fiduciary Financial Services of The Southwest
Texas
$979K +$106K +1,765 +13%
RCG
1944
Ruane, Cunniff & Goldfarb
New York
$978K -$50.7K -843 -5%
NO
1945
Ninety One
South Africa
$977K +$15.2K +253 +2%
WA
1946
Waverly Advisors
Alabama
$977K +$421K +6,992 +80%
NCM
1947
Nelson Capital Management
California
$971K +$402K +6,683 +75%
VFPI
1948
Vantage Financial Partners (Illinois)
Illinois
$964K +$934K +15,524 New
AB
1949
Atlas Brown
Kentucky
$943K
CAM
1950
CMT Asset Management
Illinois
$942K +$912K +15,166 New

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.