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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
AIM
2201
ARK Investment Management
Florida
$402K +$389K +6,466 New
SMC
2202
Smith, Moore & Co
Missouri
$401K -$5.47K -91 -1%
BFA
2203
Beaumont Financial Advisors
Massachusetts
$401K +$15.3K +255 +4%
GA
2204
Geller Advisors
New York
$398K -$375K -6,229 -49%
RMC
2205
Regis Management Company
California
$398K
AW
2206
Alpha Windward
Massachusetts
$395K -$7.4K -123 -2%
HCM
2207
Highlander Capital Management
New Jersey
$395K
VFP
2208
Verus Financial Partners
Virginia
$393K +$481 +8 +0.1%
HCM
2209
Harvey Capital Management
Florida
$391K -$30.1K -500 -7%
LCM
2210
Lucas Capital Management
New Jersey
$391K +$54.1K +900 +17%
CAM
2211
Concorde Asset Management
Michigan
$389K -$22K -366 -6%
TCM
2212
TD Capital Management
Tennessee
$387K
PC
2213
Palo Capital
California
$386K +$374K +6,219 New
DE
2214
Day & Ennis
Georgia
$385K +$23.9K +398 +7%
LIM
2215
Lagoda Investment Management
New York
$384K +$372K +6,179 New
SA
2216
SRH Advisors
Kansas
$383K
MSTVIM
2217
Messner & Smith Theme Value Investment Management
California
$382K
PTC
2218
Provident Trust Company
Wisconsin
$382K
DWM
2219
Dakota Wealth Management
Florida
$380K +$4.99K +83 +1%
PS
2220
Portfolio Solutions
Michigan
$379K
AWM
2221
AllSquare Wealth Management
New York
$376K +$56.3K +936 +18%
PFA
2222
Paradigm Financial Advisors
Missouri
$374K -$12.3K -205 -3%
PGCM
2223
Prescott Group Capital Management
Oklahoma
$373K
JWA
2224
JFS Wealth Advisors
Pennsylvania
$373K +$3.61K +60 +1%
NEPWA
2225
New England Private Wealth Advisors
Massachusetts
$371K +$14.2K +236 +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.