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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
TCM
2601
Teza Capital Management
Illinois
$959K +$184K +1,684 +26%
LMAM
2602
Legg Mason Asset Management
Japan
$956K -$21.8K -200 -2%
GCP
2603
GSA Capital Partners
United Kingdom
$954K -$1.22M -11,212 -58%
MCM
2604
MV Capital Management
Maryland
$954K +$288K +2,639 +48%
TFO
2605
Tarbox Family Office
California
$950K +$3.06K +28 +0.3%
LFGH
2606
Lee Financial Group Hawaii
Hawaii
$948K -$81.6K -748 -9%
EIP
2607
Ellis Investment Partners
Pennsylvania
$947K +$56.6K +519 +7%
SDWIA
2608
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$945K +$2.18K +20 +0.3%
BBCM
2609
Boardman Bay Capital Management
New York
$944K +$873K +8,000 New
RTS
2610
Round Table Services
New Jersey
$942K -$73.8K -676 -8%
NFG
2611
Nations Financial Group
Iowa
$938K +$14.7K +135 +2%
BAM
2612
Baldrige Asset Management
Pennsylvania
$931K +$861K +7,891 New
SFG
2613
StrategIQ Financial Group
Indiana
$930K -$38K -348 -4%
KA
2614
KLCM Advisors
Wisconsin
$930K -$17.6K -161 -2%
BC
2615
Burleson & Co
California
$926K +$1.85K +17 +0.2%
WDL
2616
Well Done LLC
Michigan
$926K +$24.7K +226 +3%
DAM
2617
Doheny Asset Management
California
$918K
TA
2618
TCG Advisors
Texas
$918K +$631K +5,788 +290%
SAM
2619
Silphium Asset Management
United Kingdom
$915K +$519K +4,758 +159%
EIG
2620
Ellenbecker Investment Group
Wisconsin
$912K +$132K +1,211 +19%
CWA
2621
Clarus Wealth Advisors
Arizona
$909K -$186K -1,708 -18%
SG
2622
StoneX Group
New York
$909K +$90.4K +829 +12%
FAM
2623
Flaharty Asset Management
Florida
$908K +$83.6K +766 +11%
QAM
2624
Quantres Asset Management
Cayman Islands
$908K +$415K +3,800 +97%
FP
2625
Foundry Partners
Minnesota
$905K +$21.8K +200 +3%

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.