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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
OWM
2701
Orgel Wealth Management
Wisconsin
$757K
CP
2702
Camelot Portfolios
Ohio
$756K -$1.64K -15 -0.2%
TCM
2703
TD Capital Management
Tennessee
$756K
HP
2704
HT Partners
Connecticut
$756K +$71.4K +654 +11%
I
2705
INVST
Indiana
$754K +$15.5K +142 +2%
FAG
2706
Financial Advisory Group
Texas
$754K +$20.9K +192 +3%
MPW
2707
MA Private Wealth
California
$749K +$1.75K +16 +0.3%
Wolverine Trading
2708
Wolverine Trading
Illinois
$748K -$10.3M -94,554 -94%
SWMG
2709
Strategic Wealth Management Group
Maryland
$746K -$101K -925 -13%
ACM
2710
Advent Capital Management
New York
$743K +$392K +3,596 +133%
HC
2711
Hamilton Capital
Ohio
$740K +$438K +4,013 +177%
KIM
2712
Karpus Investment Management
New York
$739K +$185K +1,700 +38%
MF
2713
Manchester Financial
California
$738K
EWA
2714
Evolution Wealth Advisors
Florida
$738K +$98.2K +900 +17%
AWM
2715
AllSquare Wealth Management
New York
$736K -$14.3K -131 -2%
BWM
2716
BigSur Wealth Management
Florida
$736K
OWA
2717
Outlook Wealth Advisors
Texas
$736K +$569K +5,216 +511%
HR
2718
Hardy Reed
Mississippi
$734K
LWM
2719
Lenox Wealth Management
Ohio
$724K +$56.8K +521 +9%
PAM
2720
Premier Asset Management
Illinois
$724K +$117K +1,072 +21%
FA
2721
Fortis Advisors
Pennsylvania
$722K +$75.2K +689 +13%
LWM
2722
Lyons Wealth Management
Florida
$721K -$599K -5,489 -47%
FIA
2723
Foundations Investment Advisors
Arizona
$717K +$283K +2,594 +74%
FIM
2724
Fernwood Investment Management
Massachusetts
$716K -$2.73K -25 -0.4%
CWM
2725
Centric Wealth Management
Illinois
$711K -$21.7K -199 -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.