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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
B
2151
Bellecapital
Switzerland
$486K +$105K +1,750 +29%
FI
2152
FCM Investments
Texas
$485K
FHB
2153
First Hawaiian Bank
Hawaii
$482K +$12.6K +209 +3%
BC
2154
Banced Corp
Illinois
$482K +$25.3K +421 +6%
EI
2155
EDMP Inc
Florida
$481K -$7.22K -120 -2%
PAS
2156
Professional Advisory Services
Florida
$480K
PCMM
2157
Private Capital Management (Minnesota)
Minnesota
$478K -$27.1K -450 -6%
CFS
2158
Commonwealth Financial Services
West Virginia
$476K +$4.33K +72 +1%
SAM
2159
Shikiar Asset Management
New York
$473K +$84.2K +1,400 +23%
B
2160
Bridgeworth
Alabama
$473K +$449K +7,473 New
CCG
2161
Chatham Capital Group
Georgia
$472K
CC
2162
Cognios Capital
Kansas
$471K +$5.17K +86 +1%
GA
2163
Greytown Advisors
Florida
$466K +$451K +7,504 New
IWA
2164
Intercontinental Wealth Advisors
Texas
$464K -$5.89K -98 -1%
AZA
2165
Arthur Zaske & Associates
Michigan
$464K +$108K +1,800 +32%
EGA
2166
E&G Advisors
Texas
$463K +$211K +3,500 +89%
KF
2167
Krilogy Financial
Missouri
$462K +$72.6K +1,207 +19%
AAM
2168
Autus Asset Management
Arizona
$461K +$6.08K +101 +1%
FWSM
2169
First Wilshire Securities Management
California
$457K -$301K -5,000 -40%
PO
2170
Private Ocean
California
$457K
GAM
2171
Gemmer Asset Management
California
$455K +$962 +16 +0.2%
BWA
2172
Burt Wealth Advisors
Maryland
$453K +$10.8K +180 +3%
RCM
2173
RB Capital Management
Nevada
$453K +$439K +7,292 New
FA
2174
Fortis Advisors
Pennsylvania
$451K +$436K +7,249 New
SCM
2175
Southport Capital Management
Tennessee
$450K -$61.3K -1,019 -12%

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.