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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
DLHL
2626
Donald L. Hagan LLC
Florida
$904K
DWM
2627
Dorchester Wealth Management
Quebec, Canada
$904K +$415K +3,800 +98%
VIM
2628
Vista Investment Management
Pennsylvania
$900K -$36.9K -338 -4%
GBA
2629
Garrison Bradford & Associates
New York
$896K +$32.7K +300 +4%
PIA
2630
Pinion Investment Advisors
Kansas
$894K +$45.6K +418 +6%
AP
2631
AlpInvest Partners
Netherlands
$893K -$3.19M -29,234 -79%
LSC
2632
Lyon Street Capital
California
$893K -$265K -2,428 -24%
SAM
2633
Shikiar Asset Management
New York
$890K -$43.6K -400 -5%
SRC
2634
Sage Rhino Capital
California
$888K +$822K +7,531 New
HI
2635
Handelsinvest Investeringsforvaltning
Denmark
$886K +$133K +1,222 +19%
AIM
2636
Advantage Investment Management
Iowa
$884K -$227K -2,081 -22%
PAG
2637
Pinnacle Advisory Group
Maryland
$884K +$48.2K +442 +6%
ECM
2638
Element Capital Management
New York
$880K -$11.2M -102,208 -93%
EPA
2639
Element Pointe Advisors
Florida
$872K
MWC
2640
MBM Wealth Consultants
Missouri
$872K +$12.1K +111 +2%
SJIM
2641
St. Johns Investment Management
Florida
$871K +$174K +1,598 +28%
EIA
2642
Eldridge Investment Advisors
New Hampshire
$869K +$436 +4 +0.1%
SHJ
2643
Sharkey, Howes & Javer
Colorado
$869K +$49.4K +453 +7%
AA
2644
Advisory Alpha
Michigan
$867K +$86.6K +794 +13%
B
2645
Bridgeworth
Alabama
$866K -$56.8K -521 -7%
TCPWM
2646
Traverso Chambers Private Wealth Management
California
$864K +$10.9K +100 +1%
CBA
2647
Coastal Bridge Advisors
Connecticut
$863K -$164K -1,505 -17%
ACM
2648
AlphaCrest Capital Management
New York
$862K -$989K -9,062 -55%
RIA
2649
RPG Investment Advisory
California
$861K +$71.4K +654 +10%
ZAM
2650
Zevin Asset Management
Massachusetts
$859K -$105K -965 -12%

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.