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
CWM
3001
Capital Wealth Management
Rhode Island
$243K +$225K +2,060 New
GA
3002
Greytown Advisors
Florida
$238K -$76.9K -705 -26%
GAMA
3003
Graticule Asia Macro Advisors
New York
$236K -$24.6M -225,251 -99%
BCM
3004
Bayesian Capital Management
New York
$236K -$7.91M -72,485 -97%
FC
3005
FCA Corp
Texas
$236K
QOP
3006
Quinn Opportunity Partners
Virginia
$236K
WCA
3007
Whetstone Capital Advisors
Kansas
$236K
RFO
3008
RiverGlades Family Offices
Florida
$236K +$218K +2,000 New
JWM
3009
Janiczek Wealth Management
Colorado
$235K -$32.7K -300 -13%
WCP
3010
Welch Capital Partners
New York
$235K
W
3011
WealthOne
New York
$234K -$8.29K -76 -4%
MIM
3012
Martin Investment Management
Florida
$232K +$215K +1,971 New
PWS
3013
Paragon Wealth Strategies
Florida
$231K -$64.7K -593 -23%
KWA
3014
KCS Wealth Advisory
California
$231K +$214K +1,957 New
LK
3015
Lumbard & Kellner
New Hampshire
$230K -$251K -2,300 -54%
AWC
3016
Abundance Wealth Counselors
Pennsylvania
$230K -$7.64K -70 -3%
AMG
3017
Advisors Management Group
Wisconsin
$228K +$211K +1,935 New
IWA
3018
Inspirion Wealth Advisors
Illinois
$228K +$211K +1,935 New
RP
3019
Reinhart Partners
Wisconsin
$225K +$208K +1,905 New
RWM
3020
Reston Wealth Management
Virginia
$223K +$190K +1,743 New
BRA
3021
Bender Robert & Associates
California
$223K +$206K +1,887 New
BDF
3022
Black Diamond Financial
Maryland
$219K +$202K +1,856 New
HGWM
3023
Harvest Group Wealth Management
Massachusetts
$219K +$203K +1,859 New
RWMH
3024
Riverpoint Wealth Management Holdings
Illinois
$218K -$164K -1,501 -45%
RHJA
3025
Rice Hall James & Associates
California
$218K +$202K +1,850 New

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.