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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
KLCM
2526
KG&L Capital Management
Louisiana
$1.2M +$109K +997 +11%
WA
2527
Wambolt & Associates
Colorado
$1.19M +$135K +1,237 +14%
RWG
2528
Regal Wealth Group
California
$1.19M +$47.9K +439 +5%
GHAM
2529
Gilman Hill Asset Management
Connecticut
$1.19M -$161K -1,477 -13%
GAM
2530
Gemmer Asset Management
California
$1.19M -$65K -596 -6%
ESBC
2531
E.S. Barr & Co
Kentucky
$1.18M +$291K +2,663 +36%
RCIM
2532
Russell Clark Investment Management
United Kingdom
$1.18M +$1.09M +10,000 New
PFA
2533
Pure Financial Advisors
California
$1.17M +$65.6K +601 +6%
QCIG
2534
Quad-Cities Investment Group
Iowa
$1.16M +$2.29K +21 +0.2%
AAM
2535
Autus Asset Management
Arizona
$1.16M -$58.7K -538 -5%
BA
2536
BKS Advisors
Michigan
$1.16M -$4.58K -42 -0.4%
AWA
2537
AmeriServ Wealth Advisors
Pennsylvania
$1.15M +$40.6K +372 +4%
HI
2538
Hudock Inc
Pennsylvania
$1.15M -$12.5K -115 -1%
B
2539
Bellecapital
Switzerland
$1.15M
AWE
2540
Avidian Wealth Enterprises
Texas
$1.15M -$197K -1,803 -16%
BW
2541
Biegel & Waller
Maryland
$1.14M -$54K -495 -5%
PA
2542
Planning Alternatives
Michigan
$1.14M
RBC
2543
Roble Belko & Company
Pennsylvania
$1.13M -$245K -2,249 -19%
BI
2544
Bredin Investment
Delaware
$1.12M
RWML
2545
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.11M -$1.53M -14,037 -60%
FC
2546
Fayerweather Charles
$1.11M -$226K -2,075 -18%
B
2547
Brightworth
Georgia
$1.11M -$58.4K -535 -5%
PCMC
2548
Private Capital Management (Colorado)
Colorado
$1.1M +$90.6K +830 +10%
GSWM
2549
Golden State Wealth Management
California
$1.09M +$1.01M +9,275 New
MWA
2550
MFA Wealth Advisors
Pennsylvania
$1.09M +$38.3K +351 +4%

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.