We are live on ! Find out more
MSFT icon

Microsoft

3,118 hedge funds and large institutions have $662B invested in Microsoft in 2019 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 1,343 increasing their positions, 1,386 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 100

17% more capital invested

Capital invested by funds: $568B → $662B (+$94.3B)

2% more funds holding in top 10

Funds holding in top 10: 1,4631,499 (+36)

1% more funds holding

Funds holding: 3,0923,118 (+26)

0.09% less ownership

Funds ownership: 73.36%73.26% (-0.09%)

3% less repeat investments, than reductions

Existing positions increased: 1,343 | Existing positions reduced: 1,386

13% less call options, than puts

Call options by funds: $6.3B | Put options by funds: $7.26B

Holders
3,118
Holders Change
+26
Holders Change %
+0.84%
% of All Funds
67.47%
Holding in Top 10
1,499
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+2.46%
% of All Funds
32.44%
New
169
Increased
1,343
Reduced
1,386
Closed
100
Calls
$6.3B
Puts
$7.26B
Net Calls
-$964M
Net Calls Change
+$256M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
2476
Schwartz Investment Counsel
Michigan
$1.34M
AWM
2477
Avitas Wealth Management
California
$1.33M -$74.2K -680 -6%
PFT
2478
Providence First Trust
Arizona
$1.33M
LD
2479
Lipe & Dalton
New York
$1.33M
CCM
2480
Copeland Capital Management
Pennsylvania
$1.32M -$3.27M -29,968 -73%
BWL
2481
Bogart Wealth LLC
Virginia
$1.32M +$216K +1,976 +21%
WA
2482
Waverly Advisors
Alabama
$1.32M -$116K -1,063 -9%
MYIA
2483
Mount Yale Investment Advisors
Colorado
$1.31M -$53.4K -489 -4%
TST
2484
Tech Square Trading
Massachusetts
$1.31M +$1.21M +11,127 New
AIP
2485
Ahrens Investment Partners
Louisiana
$1.31M -$430K -3,944 -26%
GAM
2486
Gould Asset Management
California
$1.31M
EMG
2487
ETF Managers Group
New Jersey
$1.3M -$82.2K -753 -6%
NAS
2488
Nicolet Advisory Services
Wisconsin
$1.3M +$1.2M +10,994 New
PHAM
2489
Palisades Hudson Asset Management
Florida
$1.29M -$293K -2,686 -20%
SCI
2490
Stableford Capital II
Arizona
$1.29M -$149K -1,366 -11%
EDRIA
2491
Edmonds Duncan Registered Investment Advisors
Kansas
$1.29M
LRIA
2492
Leonard Rickey Investment Advisors
Washington
$1.28M -$24K -220 -2%
TA
2493
TMD & Associates
Arizona
$1.28M +$32.7K +300 +3%
CIM
2494
Corda Investment Management
Texas
$1.28M +$70.9K +650 +6%
WOC
2495
West Oak Capital
California
$1.27M +$29.5K +270 +3%
MPIA
2496
Mountain Pacific Investment Advisers
Idaho
$1.27M +$29.5K +270 +3%
SIAS
2497
Shine Investment Advisory Services
Colorado
$1.27M +$81.8K +750 +7%
RCA
2498
Rowland Carmichael Advisors
Arizona
$1.27M -$89.6K -821 -7%
IGGA
2499
Iron Gate Global Advisors
Utah
$1.26M +$57.1K +523 +5%
SMC
2500
S. Muoio & Co
New York
$1.25M -$172K -1,573 -13%

MSFT Hedge Fund Activity: Q1 2019 in Review

3,118 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q1 2019, worth a combined $662B — up 17% from $568B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new MSFT positions and 100 closed out — a net gain of 69 holders — while 1,343 added to existing stakes and 1,386 trimmed.

The largest buyer was State Street, adding an estimated $1.04B. The largest seller was Capital Research Global Investors, cutting an estimated $1.32B.

  • 3,118 institutional investors held Microsoft (MSFT) as of Q1 2019, up from 3,092 in Q4 2018.
  • Funds reported $662B of Microsoft stock for Q1 2019, up 17% quarter-over-quarter.
  • 169 funds opened new Microsoft positions in Q1 2019 and 100 closed out, a net change of +69 holders.
  • The largest Microsoft buyer in Q1 2019 was State Street, an estimated $1.04B added.
  • The largest Microsoft seller in Q1 2019 was Capital Research Global Investors, an estimated $1.32B sold.

Based on aggregated 13F filings for Q1 2019.