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
CM
3051
Capital Management
Virginia
$200K +$185K +1,700 New
FIA
3052
FNY Investment Advisers
New York
$191K +$177K +1,622 New
DA
3053
Denali Advisors
California
$189K +$76.4K +700 +78%
CWM
3054
Cranbrook Wealth Management
Michigan
$186K -$4.36K -40 -2%
SIMG
3055
Stephens Investment Management Group
Texas
$184K
GWA
3056
Guidant Wealth Advisors
Illinois
$169K +$145K +1,329 +1,329%
DMK
3057
David M. Knott
$165K
IF
3058
Ironwood Financial
Arizona
$151K
KBFS
3059
Kohmann Bosshard Financial Services
Ohio
$142K
Simplex Trading
3060
Simplex Trading
Illinois
$141K -$436K -4,000 -77%
IOOF
3061
Independent Order of Foresters
Ontario, Canada
$136K -$56.7K -520 -31%
SL
3062
Salomon & Ludwin
Virginia
$133K +$11.2K +103 +10%
CMO
3063
Covenant Multifamily Offices
Texas
$123K +$114K +1,042 New
TIS
3064
Tortoise Index Solutions
Kansas
$123K +$114K +1,043 New
SFFS
3065
Stonehage Fleming Financial Services
Jersey
$115K +$1.05M +9,579 +1%
GCM
3066
Grisanti Capital Management
New York
$112K
CRWM
3067
Castle Rock Wealth Management
California
$112K +$1.4M +12,835 New
SAS
3068
Stelac Advisory Services
New York
$110K
APSP
3069
Asset Planning Services (Pennsylvania)
Pennsylvania
$102K +$327 +3 +0.3%
KL
3070
KWMG LLC
Kansas
$98K +$4.25K +39 +5%
BC
3071
Barnett & Company
Tennessee
$97K -$24.4K -224 -21%
MWC
3072
MKD Wealth Coaches
Michigan
$97K +$57.3K +525 +175%
FA
3073
Financial Advantage
Maryland
$94K
MDCM
3074
Morgan Dempsey Capital Management
Wisconsin
$94K
CJA
3075
C-J Advisory
California
$81K

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.