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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
MWM
2676
MorganRosel Wealth Management
Colorado
$804K +$48.4K +444 +7%
JF
2677
JSF Financial
California
$802K +$21.8K +200 +3%
BFWA
2678
Benchmark Financial Wealth Advisors
Florida
$800K +$61.6K +565 +9%
PMG
2679
Private Management Group
California
$799K +$109 +1 +0%
WCA
2680
Westover Capital Advisors
Delaware
$797K +$334K +3,062 +83%
AIP
2681
Almanack Investment Partners
Pennsylvania
$793K -$52.4K -480 -7%
ER
2682
Enlightenment Research
Florida
$790K -$1.65M -15,100 -69%
FWM
2683
Fairhaven Wealth Management
Illinois
$789K +$57.8K +530 +9%
CCP
2684
Cardan Capital Partners
Colorado
$788K +$10.9K +100 +2%
GIM
2685
Groesbeck Investment Management
New Jersey
$788K +$132K +1,211 +22%
AO
2686
Allen Operations
New York
$788K +$486K +4,459 +200%
CG
2687
Corundum Group
Colorado
$786K -$566K -5,184 -44%
SBA
2688
Secrest Blakey & Associates
North Carolina
$786K -$493K -4,519 -40%
DDPIC
2689
Deroy & Devereaux Private Investment Counsel
Michigan
$786K -$32.7K -300 -4%
CFA
2690
Capstone Financial Advisors
Illinois
$786K +$17.3K +159 +2%
PFA
2691
Paradigm Financial Advisors
Missouri
$781K +$68.7K +630 +11%
CCA
2692
Clearwater Capital Advisors
Illinois
$780K -$27.3K -250 -4%
NG
2693
Northstar Group
New York
$780K +$112K +1,026 +18%
VAM
2694
Verity Asset Management
North Carolina
$777K -$32.8K -301 -4%
CA
2695
Cortland Associates
Missouri
$773K +$9.27K +85 +1%
FTUS
2696
Flow Traders U.S.
New York
$771K +$714K +6,541 New
HCM
2697
Howard Capital Management
Georgia
$769K +$698K +6,401 New
TF
2698
TimeScale Financial
Massachusetts
$768K -$143K -1,314 -17%
TCM
2699
Towercrest Capital Management
Pennsylvania
$765K +$15.2K +139 +2%
SCP
2700
Sandhill Capital Partners
New York
$761K +$31.6K +290 +5%

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.