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
SBSB
876
Sullivan, Bruyette, Speros & Blaney
Virginia
$21.3M -$1.33M -12,233 -6%
CA
877
Claar Advisors
New York
$21.3M +$58K +532 +0.3%
ECM
878
Everence Capital Management
Indiana
$21.2M +$1.3M +11,941 +7%
JC
879
JBF Capital
Colorado
$21.2M
WAS
880
Wesleyan Assurance Society
United Kingdom
$21.2M +$19.6M +179,500 New
ALAM
881
Asahi Life Asset Management
Japan
$21.1M -$2.79M -25,590 -12%
JWBC
882
J.W. Burns & Co
New York
$21M +$78.9K +723 +0.4%
MAP
883
Managed Asset Portfolios
Michigan
$21M -$2.1M -19,255 -10%
SWP
884
Stratos Wealth Partners
Ohio
$21M +$1.03M +9,406 +6%
GAM
885
Guinness Asset Management
United Kingdom
$20.9M
BFS
886
Baskin Financial Services
Ontario, Canada
$20.9M -$398K -3,651 -2%
CCMD
887
Cypress Capital Management (Delaware)
Delaware
$20.9M -$2.24M -20,503 -10%
TCM
888
Tufton Capital Management
Maryland
$20.8M +$139K +1,271 +0.7%
BCH
889
Berkshire Capital Holdings
California
$20.8M +$6.88M +63,020 +56%
SS
890
Simplicity Solutions
Minnesota
$20.8M +$2.29M +20,949 +14%
CAM
891
Claret Asset Management
Quebec, Canada
$20.7M -$425K -3,897 -2%
CTA
892
Colonial Trust Advisors
South Carolina
$20.6M +$1.98M +18,115 +12%
NOCM
893
Night Owl Capital Management
Connecticut
$20.5M +$121K +1,112 +0.6%
WTB
894
Washington Trust Bank
Washington
$20.5M -$391K -3,584 -2%
BC
895
Brio Consultants
California
$20.5M -$687K -6,301 -4%
SCA
896
Stillwater Capital Advisors
Pennsylvania
$20.4M -$369K -3,379 -2%
IP
897
Interval Partners
New York
$20.4M -$4.07M -37,329 -18%
CI
898
Conning Inc
Connecticut
$20.3M +$60K +550 +0.3%
AIM
899
Axiom Investment Management
New York
$20.3M -$846K -7,753 -4%
GC
900
Grimes & Company
Massachusetts
$20.1M +$33.8K +310 +0.2%

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.