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
SFM
501
Stack Financial Management
Montana
$61.2M -$25.4K -233 -0%
COPPSERS
502
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$61.1M +$2.93M +26,892 +5%
FCI
503
Financial Counselors Inc
Kansas
$60.4M +$3.24M +29,725 +6%
NLGIA
504
Nippon Life Global Investors Americas
New York
$60.3M -$5.02M -45,970 -8%
TA
505
TRB Advisors
New York
$60.1M +$45.3M +415,000 +437%
MWA
506
Marshall Wace Asia
Hong Kong
$59.9M -$29.8M -272,873 -35%
SIM
507
Sentry Investment Management
Wisconsin
$59.6M -$814K -7,463 -1%
CS
508
Cannell & Spears
New York
$59.5M +$23.5K +215 +0%
MWM
509
Merriman Wealth Management
Washington
$59.5M -$3.38M -30,962 -6%
ACM
510
Altimeter Capital Management
Massachusetts
$59M +$15.3M +140,000 +39%
TP
511
Third Point
New York
$59M +$54.6M +500,000 New
OC
512
Oakmont Corp
California
$58.5M +$24.1K +221 +0%
WMC
513
Westwood Management Corporation
Illinois
$58.5M -$622K -5,700 -1%
BHIA
514
Birch Hill Investment Advisors
Massachusetts
$58.5M -$2.58M -23,692 -5%
PCM
515
Polaris Capital Management
Massachusetts
$58.2M -$916K -8,400 -2%
QI
516
QS Investors
New York
$58.2M -$9.79M -89,774 -15%
MCM
517
McKinley Capital Management
Alaska
$57.6M -$339K -3,109 -0.6%
HJGA
518
Hardman Johnston Global Advisors
Connecticut
$57.5M -$1.41M -12,922 -3%
FTIOP
519
Fiduciary Trust International of Pennsylvania
Pennsylvania
$57.4M +$2.81M +25,740 +6%
RHBC
520
R.H. Bluestein & Co
Michigan
$57.4M +$2.59M +23,739 +5%
BFM
521
Boston Financial Management
Massachusetts
$57.3M +$534K +4,890 +1%
CCMG
522
Clark Capital Management Group
Pennsylvania
$57.2M -$1.9M -17,417 -3%
HCM
523
Howland Capital Management
Massachusetts
$57.2M -$474K -4,349 -0.9%
CT
524
Cambridge Trust
Massachusetts
$57M -$365K -3,343 -0.7%
BF
525
BOK Financial
Oklahoma
$56.4M +$135K +1,237 +0.3%

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.