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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
LMAM
2001
Legg Mason Asset Management
Japan
$796K -$144K -2,400 -16%
Kayne Anderson Rudnick Investment Management
2002
Kayne Anderson Rudnick Investment Management
California
$793K +$2.17K +36 +0.3%
FC
2003
Financial Consulate
Maryland
$793K +$9.14K +152 +1%
SFM
2004
Signature Financial Management
Virginia
$789K
HHGA
2005
Halbert Hargrove Global Advisors
California
$789K +$62.4K +1,038 +9%
CBT
2006
Central Bank & Trust
Kentucky
$788K -$66.1K -1,099 -8%
FNBOMD
2007
First National Bank of Mount Dora
Florida
$787K +$79.1K +1,315 +12%
RBC
2008
Ronald Blue & Co
Georgia
$780K -$49.4K -822 -6%
MFWM
2009
Motley Fool Wealth Management
Virginia
$780K +$109K +1,814 +17%
CWM
2010
Connecticut Wealth Management
Connecticut
$774K -$32.9K -547 -4%
GKWIM
2011
Gerber Kawasaki Wealth & Investment Management
California
$773K +$39.6K +659 +6%
SRSA
2012
S.R. Schill & Associates
Washington
$771K +$33.3K +553 +5%
PFO
2013
Pathstone Family Office
New Jersey
$771K +$746K +12,408 New
OFW
2014
Omnia Family Wealth
Florida
$767K +$742K +12,342 New
MCWS
2015
McKinley Carter Wealth Services
West Virginia
$764K +$60 +1 +0%
CIAS
2016
Capital Investment Advisory Services
North Carolina
$764K +$740K +12,295 New
CHP
2017
Cable Hill Partners
Oregon
$755K -$21.4K -356 -3%
PA
2018
Planning Alternatives
Michigan
$755K -$18K -300 -2%
OA
2019
Outfitter Advisors
Virginia
$754K
SWA
2020
SFMG Wealth Advisors
Texas
$753K +$51.1K +849 +8%
DA
2021
DSC Advisors
Illinois
$748K -$110K -1,825 -13%
MLIC
2022
Mandatum Life Insurance Company
Finland
$748K -$17.4K -290 -2%
FPCP
2023
Fort Point Capital Partners
California
$741K -$125K -2,078 -15%
RC
2024
Reik & Co
New York
$737K -$133K -2,207 -16%
AI
2025
Accredited Investors
Minnesota
$737K -$28K -465 -4%

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.