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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
KCPG
1976
Kavar Capital Partners Group
Kansas
$861K +$1.2K +20 +0.1%
AAM
1977
AR Asset Management
California
$858K -$18K -300 -2%
BHB
1978
Bank Hapoalim BM
Israel
$852K +$25.6K +425 +3%
TIP
1979
Torray Investment Partners
Maryland
$847K +$12.2K +202 +2%
UAS
1980
United Asset Strategies
New York
$845K -$27.7K -460 -3%
ANTB
1981
AMG National Trust Bank
Colorado
$845K -$842 -14 -0.1%
CWM
1982
Confluence Wealth Management
Oregon
$844K -$26.5K -441 -3%
LGC
1983
Laurel Grove Capital
California
$844K +$38.5K +640 +5%
WI
1984
Wintrust Investments
Illinois
$841K -$3.07K -51 -0.4%
SS
1985
Simplicity Solutions
Minnesota
$841K +$374K +6,220 +85%
FC
1986
Fayerweather Charles
$838K -$141K -2,351 -15%
TC
1987
Trust Company
Kansas
$833K -$1.05M -17,394 -56%
CA
1988
Cornerstone Advisory
Maryland
$833K +$102K +1,688 +14%
FCB
1989
First Command Bank
Texas
$821K +$795K +13,214 New
FCFS
1990
First Command Financial Services
Texas
$821K +$795K +13,214 New
SIC
1991
Shoker Investment Counsel
Ohio
$818K -$6.56K -109 -0.8%
ECM
1992
Exchange Capital Management
Michigan
$816K -$45.5K -757 -5%
BCM
1993
Brookstone Capital Management
Illinois
$814K +$63.5K +1,056 +9%
RHBC
1994
R.H. Bluestein & Co
Michigan
$810K -$25.6K -426 -3%
AA
1995
ALPS Advisors
Colorado
$807K -$42.5K -707 -5%
GAM
1996
Gould Asset Management
California
$806K +$7.16K +119 +0.9%
CM
1997
Churchill Management
California
$806K +$130K +2,165 +20%
NSB
1998
Norway Savings Bank
Maine
$806K +$780K +12,967 New
SG
1999
StoneX Group
New York
$800K +$120K +1,995 +18%
TA
2000
TMD & Associates
Arizona
$799K +$141K +2,347 +22%

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.