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
MLFP
2551
MPS Loria Financial Planners
Illinois
$1.09M +$1.64K +15 +0.2%
GWI
2552
Grace & White Inc
New York
$1.08M
AIA
2553
Arbor Investment Advisors
North Carolina
$1.08M +$431K +3,950 +76%
ECA
2554
Elevated Capital Advisors
Utah
$1.07M +$681K +6,246 New
CWM
2555
Connecticut Wealth Management
Connecticut
$1.07M +$117K +1,071 +13%
NAM
2556
NorthCoast Asset Management
Connecticut
$1.06M +$109 +1 +0%
JIP
2557
Jaffetilchin Investment Partners
Florida
$1.06M +$35.6K +326 +4%
SIA
2558
Strategic Investment Advisors
Michigan
$1.06M -$236K -2,159 -19%
RCM
2559
RB Capital Management
Nevada
$1.06M +$1.64K +15 +0.2%
TIM
2560
Tortoise Investment Management
New York
$1.06M -$87.1K -798 -8%
PIM
2561
Partner Investment Management
California
$1.06M -$957K -8,776 -49%
FUBT
2562
First United Bank & Trust
Maryland
$1.05M +$1.31K +12 +0.1%
BBP
2563
Banco BTG Pactual
Brazil
$1.04M -$1.47M -13,500 -61%
PFA
2564
Pathway Financial Advisors
Vermont
$1.03M +$57.9K +531 +6%
DA
2565
Dillon & Associates
Michigan
$1.03M
ABTD
2566
Arvest Bank Trust Division
Oklahoma
$1.03M -$268K -2,455 -22%
LA
2567
LexAurum Advisors
Kansas
$1.03M +$118K +1,084 +14%
CP
2568
Coho Partners
Pennsylvania
$1.03M -$1.85K -17 -0.2%
BWM
2569
Bernicke Wealth Management
Wisconsin
$1.03M +$33.5K +307 +4%
AP
2570
Atwood & Palmer
Missouri
$1.02M -$21.8K -200 -2%
ACM
2571
Aviance Capital Management
Florida
$1.02M +$424K +3,885 +81%
BL
2572
Balentine LLC
Georgia
$1.02M
KLWA
2573
Kelly Lawrence W & Associates
California
$1.02M
HFS
2574
Howard Financial Services
Texas
$1.02M +$115K +1,053 +14%
AIC
2575
Archer Investment Corporation
Indiana
$1.01M -$38.6K -354 -4%

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.