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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
SMM
2576
Stadion Money Management
Georgia
$1.01M -$285K -2,616 -23%
SPL
2577
Smart Portfolios LLC
Washington
$1.01M
GPC
2578
Glacier Peak Capital
Washington
$1.01M +$932K +8,541 New
VNB
2579
Virginia National Bank
Virginia
$1M -$565K -5,175 -38%
DE
2580
Day & Ennis
Georgia
$1M -$61.1K -560 -6%
IF
2581
IRON Financial
Illinois
$1M +$133K +1,216 +17%
YMRC
2582
Yorktown Management & Research Company
Virginia
$1M -$927K -8,500 -50%
MUS
2583
Mitsubishi UFJ Securities
Japan
$999K -$13.1K -120 -1%
TAIM
2584
TD Ameritrade Investment Management
Nebraska
$993K +$251K +2,300 +38%
EF
2585
Empirical Finance
Pennsylvania
$992K +$459K +4,203 +100%
CWM
2586
Campbell Wealth Management
Virginia
$991K +$88.4K +810 +11%
HI
2587
HBK Investments
Texas
$986K -$63.3M -580,024 -99%
GAMC
2588
Garner Asset Management Corp
Texas
$986K +$73.5K +674 +9%
DCM
2589
Dimension Capital Management
Florida
$979K -$44.6K -409 -5%
NCL
2590
Nishkama Capital LLC
Puerto Rico
$979K +$906K +8,300 New
FWM
2591
Foresight Wealth Management
Utah
$977K +$40K +367 +5%
RPA
2592
Rock Point Advisors
Vermont
$977K +$74K +678 +9%
CWM
2593
Cedar Wealth Management
California
$975K -$84.8K -777 -9%
LFA
2594
Landmark Financial Advisors
Kentucky
$972K +$327 +3 +0%
DCM
2595
Driehaus Capital Management
Illinois
$971K -$35.5K -325 -4%
IAA
2596
Ironsides Asset Advisors
North Carolina
$969K
OLA
2597
Oliver Luxxe Assets
New Jersey
$967K -$6K -55 -0.7%
ACM
2598
Aljian Capital Management
Nevada
$967K +$97.6K +895 +12%
TI
2599
Truehand Inc
New Hampshire
$962K
SCP
2600
Syntal Capital Partners
Texas
$960K +$279K +2,556 +46%

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.