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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
BIM
2726
Bridgecreek Investment Management
Oklahoma
$711K
PGCM
2727
Prescott Group Capital Management
Oklahoma
$708K
WIC
2728
Wilkins Investment Counsel
Massachusetts
$707K -$65.5K -600 -9%
CHA
2729
Cooper/Haims Advisors
New York
$703K -$21.5K -197 -3%
FAM
2730
Fenimore Asset Management
New York
$701K -$51.3K -470 -7%
TC
2731
TAP Consulting
Missouri
$697K +$645K +5,913 New
CAM
2732
Concorde Asset Management
Michigan
$695K +$67.8K +621 +12%
RF
2733
RHS Financial
California
$694K -$30.4K -279 -5%
KAH
2734
Kathryn A. Hall
$691K +$639K +5,861 New
JWA
2735
JFS Wealth Advisors
Pennsylvania
$687K -$22.4K -205 -3%
DR
2736
Davis Rea
Ontario, Canada
$687K -$9.6K -88 -1%
MFG
2737
Merit Financial Group
Georgia
$686K +$8.95K +82 +1%
TF
2738
TLWM Financial
Texas
$685K -$21.8K -200 -3%
EWM
2739
Elmwood Wealth Management
California
$684K -$255K -2,337 -29%
VCP
2740
Vista Capital Partners
Oregon
$684K -$4.69K -43 -0.7%
TWM
2741
Tolleson Wealth Management
Texas
$684K
FDS
2742
First Dallas Securities
Texas
$679K +$145K +1,325 +30%
QSS
2743
Quantitative Systematic Strategies
Florida
$678K -$820K -7,512 -57%
PAMG
2744
Patton Albertson Miller Group
Tennessee
$675K -$34.4K -315 -5%
VCWA
2745
Vanguard Capital Wealth Advisors
Colorado
$673K -$436 -4 -0.1%
SA
2746
SRH Advisors
Kansas
$669K +$436 +4 +0.1%
WP
2747
WealthShield Partners
North Carolina
$667K +$140K +1,286 +29%
PA
2748
Parkside Advisors
California
$666K -$81.8K -750 -12%
VIA
2749
Vident Investment Advisory
Georgia
$661K -$1.6M -14,657 -72%
BJ
2750
Brouwer & Janachowski
California
$657K +$121K +1,106 +25%

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.