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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
AC
2651
Avestar Capital
New York
$859K +$117K +1,070 +17%
ACM
2652
Armbruster Capital Management
New York
$857K
RCC
2653
Red Cedar Capital
Nebraska
$857K
OAM
2654
Oak Asset Management
California
$855K -$6.66K -61 -0.8%
BCM
2655
Bienville Capital Management
New York
$854K -$16.3K -149 -2%
LIA
2656
LBMC Investment Advisors
Tennessee
$852K -$154K -1,408 -16%
AFA
2657
American Financial Advisors
Georgia
$851K +$22.6K +207 +3%
AFA
2658
Arlington Financial Advisors
California
$848K -$168K -1,541 -18%
AP
2659
Arlington Partners
Alabama
$846K -$1.73M -15,865 -69%
LC
2660
Landaas & Company
Wisconsin
$843K -$40.9K -375 -5%
HFA
2661
High Falls Advisors
New York
$840K -$76.8K -704 -9%
DOA
2662
D'Orazio & Associates
Virginia
$839K +$3.6K +33 +0.5%
BFG
2663
Bouchey Financial Group
New York
$836K
HWA
2664
HHM Wealth Advisors
Tennessee
$836K +$409K +3,747 +112%
SFS
2665
Summit Financial Strategies
Ohio
$832K -$214K -1,961 -22%
SEC
2666
Seven Eight Capital
New York
$830K -$1.35M -12,400 -64%
SIMM
2667
Stillwater Investment Management (Minnesota)
Minnesota
$825K -$3.38K -31 -0.4%
XS
2668
XR Securities
Illinois
$825K +$764K +6,998 New
TF
2669
Trek Financial
Arizona
$821K +$92.8K +851 +14%
GCA
2670
Gradient Capital Advisors
California
$818K +$162K +1,487 +27%
GIA
2671
Gladstone Institutional Advisory
Florida
$816K +$73.2K +671 +11%
WCM
2672
WealthBridge Capital Management
Ohio
$815K +$12.5K +115 +2%
FFG
2673
Fortem Financial Group
California
$811K +$153K +1,404 +26%
CCM
2674
Check Capital Management
California
$807K -$188K -1,725 -20%
TFGT
2675
TS Financial Group (TSFG)
Illinois
$807K +$746K +6,841 New

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.