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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
OBGC
2501
O'Brien Greene & Co
Pennsylvania
$1.25M -$38.2K -350 -3%
FA
2502
FMA Advisory
Pennsylvania
$1.25M +$107K +983 +10%
BBL
2503
Beck Bode LLC
Massachusetts
$1.25M -$403K -3,692 -26%
CCB
2504
Cutter & Co Brokerage
Missouri
$1.25M +$109K +996 +10%
FBFS
2505
First Business Financial Services
Wisconsin
$1.25M
FCA
2506
FLC Capital Advisors
California
$1.25M +$300K +2,752 +35%
PBO
2507
Peoples Bank (Ohio)
Ohio
$1.24M -$63.8K -585 -5%
PAA
2508
Peregrine Asset Advisers
Oregon
$1.24M -$683K -6,259 -37%
AA
2509
Alesco Advisors
New York
$1.24M +$60.7K +556 +6%
PI
2510
PFS Investments
Georgia
$1.24M +$1.15M +10,506 New
NEPWA
2511
New England Private Wealth Advisors
Massachusetts
$1.23M +$147K +1,345 +15%
PCA
2512
Peddock Capital Advisors
Massachusetts
$1.23M +$754K +6,913 +196%
STA
2513
Summit Trail Advisors
New York
$1.23M +$1.14M +10,407 New
VA
2514
Valmark Advisers
Ohio
$1.23M +$5.56K +51 +0.5%
AWM
2515
Arbor Wealth Management
Florida
$1.22M +$20.7K +190 +2%
SIC
2516
SFE Investment Counsel
California
$1.22M -$49.4K -453 -4%
SKK
2517
Shepherd Kaplan Krochuk
Massachusetts
$1.22M
LFA
2518
Legacy Financial Advisors
Kentucky
$1.22M +$222K +2,033 +25%
SC
2519
Solstein Capital
California
$1.21M +$284K +2,600 +34%
PPP
2520
Private Portfolio Partners
New Jersey
$1.21M +$1.53K +14 +0.1%
BI
2521
Ballast Inc
Kentucky
$1.21M +$22.7K +208 +2%
MSR
2522
Main Street Research
Connecticut
$1.2M +$59.1K +542 +6%
EWA
2523
ERTS Wealth Advisors
Michigan
$1.2M +$84.9K +778 +8%
MFW
2524
Mosaic Family Wealth
Missouri
$1.2M +$20.8K +191 +2%
RSWM
2525
Robertson Stephens Wealth Management
California
$1.2M -$8.29K -76 -0.7%

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.