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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
BOS
2026
Bank of Stockton
California
$737K +$6.5K +108 +0.9%
AWA
2027
AmeriServ Wealth Advisors
Pennsylvania
$732K +$14.7K +245 +2%
SC
2028
Schulhoff & Co
Ohio
$730K
SAM
2029
Security Asset Management
New York
$729K +$96.2K +1,600 +16%
LD
2030
Lipe & Dalton
New York
$723K -$36.1K -600 -5%
WA
2031
Wealth Architects
California
$723K +$51.4K +854 +8%
CC
2032
Capital Counsel
New York
$722K
HMS
2033
Hanseatic Management Services
New Mexico
$719K +$637K +10,593 +1,078%
SPWA
2034
SteelBridge Private Wealth Advisors
Florida
$718K +$322K +5,360 +93%
PIM
2035
Parasol Investment Management
Illinois
$714K +$3.01K +50 +0.4%
PCM
2036
Pointe Capital Management
Michigan
$713K -$256K -4,251 -27%
SIA
2037
Starfire Investment Advisers
Michigan
$713K -$31.8K -528 -4%
RWA
2038
RGT Wealth Advisors
Texas
$710K +$25.4K +423 +4%
TWM
2039
Torch Wealth Management
Ohio
$709K +$120 +2 +0%
CW
2040
Cobiz Wealth
Colorado
$705K +$41K +681 +6%
MC
2041
Mathes Company
New York
$701K -$46.8K -778 -6%
SSW
2042
Smith Shellnut Wilson
Mississippi
$701K +$678K +11,273 New
BKA
2043
Brick & Kyle Associates
Pennsylvania
$693K +$34.8K +578 +5%
IWM
2044
IHT Wealth Management
Illinois
$691K +$664K +11,041 New
WCF
2045
West Coast Financial
California
$689K +$18K +300 +3%
EM
2046
ELCO Management
New York
$686K +$27.7K +460 +4%
HA
2047
Harfst & Associates
Wyoming
$685K +$22K +366 +3%
GC
2048
Gilbert & Cook
Iowa
$683K +$661K +10,989 New
PBO
2049
Peoples Bank (Ohio)
Ohio
$682K +$10.5K +175 +2%
VAS
2050
Valicenti Advisory Services
New York
$676K +$18.3K +304 +3%

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.