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
UAS
1326
United Asset Strategies
New York
$9.29M +$4.32M +39,591 +101%
VNA
1327
Valley National Advisers
Pennsylvania
$9.29M +$58.8K +539 +0.7%
PLFAM
1328
Pineno Levin & Ford Asset Management
Virginia
$9.28M -$13.6K -125 -0.2%
BRWM
1329
B. Riley Wealth Management
Tennessee
$9.26M +$1.15M +10,512 +15%
SHGA
1330
Sand Hill Global Advisors
California
$9.26M -$1.09K -10 -0%
CCM
1331
Cohen Capital Management
California
$9.24M
BP
1332
Broadleaf Partners
Ohio
$9.24M -$91.8K -841 -1%
FMC
1333
First Merchants Corp
Indiana
$9.23M +$155K +1,425 +2%
ECM
1334
Exchange Capital Management
Michigan
$9.23M +$1.06M +9,750 +14%
CM
1335
Churchill Management
California
$9.22M +$232K +2,127 +3%
PCMC
1336
Paragon Capital Management (Colorado)
Colorado
$9.22M +$3.52M +32,299 +70%
CCM
1337
Campbell Capital Management
Florida
$9.19M +$561K +5,140 +7%
FMWA
1338
Forvis Mazars Wealth Advisors
Missouri
$9.19M +$4.36K +40 +0.1%
FBA
1339
Front Barnett Associates
Illinois
$9.18M +$101K +927 +1%
AMCA
1340
Arthur M. Cohen & Associates
Illinois
$9.18M -$38.2K -350 -0.4%
AC
1341
Alley Company
Illinois
$9.18M -$31.7K -291 -0.4%
BAM
1342
Boyar Asset Management
New York
$9.13M -$12K -110 -0.1%
RCM
1343
Radnor Capital Management
Pennsylvania
$9.12M -$49.1K -450 -0.6%
CIM
1344
CenturyLink Investment Management
Colorado
$9.11M
AIA
1345
Allied Investment Advisors
Montana
$9.11M -$250K -2,295 -3%
BMM
1346
Buffington Mohr McNeal
Idaho
$9.08M +$101K +930 +1%
NFC
1347
Northeast Financial Consultants
Connecticut
$9.06M +$61K +559 +0.7%
AWM
1348
Altavista Wealth Management
North Carolina
$9.02M -$132K -1,214 -2%
WKWM
1349
Walter & Keenan Wealth Management
Indiana
$9.02M -$405K -3,711 -5%
CT
1350
Coastline Trust
Rhode Island
$9.01M -$585K -5,362 -7%

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.