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
SGI
2226
Summit Global Investments
Utah
$2.15M -$175K -1,608 -8%
LI
2227
Longer Investments
Arkansas
$2.15M -$97.1K -890 -5%
DI
2228
DFPG Investments
Utah
$2.14M +$258K +2,369 +15%
HFA
2229
Huber Financial Advisors
Illinois
$2.14M -$608K -5,572 -23%
Kayne Anderson Rudnick Investment Management
2230
Kayne Anderson Rudnick Investment Management
California
$2.14M +$610K +5,594 +45%
PAM
2231
Peninsula Asset Management
Florida
$2.13M +$329K +3,015 +20%
NFG
2232
Next Financial Group
Texas
$2.13M -$1.8M -16,540 -48%
IUHSA
2233
Itau Unibanco Holding S.A.
Brazil
$2.13M
NFH
2234
NEXT Financial Holdings
Texas
$2.13M +$1.97M +18,088 New
SJL
2235
Shayne & Jacobs LLC
Tennessee
$2.13M
IAMOG
2236
Investors Asset Management of Georgia
Georgia
$2.13M -$13.6K -125 -0.7%
NED
2237
Nancy E. Dempze
$2.13M +$50.2K +460 +3%
CCM
2238
Canal Capital Management
Virginia
$2.12M +$13.1K +120 +0.7%
HIC
2239
Harvey Investment Company
Kentucky
$2.12M +$15.9K +146 +0.8%
OFS
2240
Orrstown Financial Services
Pennsylvania
$2.12M +$68.1K +624 +4%
PWPS
2241
Pinnacle Wealth Planning Services
Ohio
$2.12M -$370K -3,387 -16%
LC
2242
Lindbrook Capital
California
$2.12M +$257K +2,354 +15%
CA
2243
Centerpoint Advisors
Massachusetts
$2.11M
MCM
2244
Monument Capital Management
Virginia
$2.1M -$4.36K -40 -0.2%
SMFS
2245
Squar Milner Financial Services
California
$2.1M +$159K +1,456 +9%
PCM
2246
Perkins Capital Management
Minnesota
$2.09M -$338K -3,100 -15%
GTAM
2247
Global Trust Asset Management
Florida
$2.09M +$63.2K +579 +3%
RTC
2248
Riverview Trust Company
Washington
$2.08M +$2.18K +20 +0.1%
TCM
2249
Tributary Capital Management
Nebraska
$2.08M -$81.8K -750 -4%
SFM
2250
Signet Financial Management
New Jersey
$2.08M -$156K -1,428 -8%

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.