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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
WFM
2751
Wolff Financial Management
Michigan
$656K -$5.02K -46 -0.8%
BCI
2752
Brinker Capital Investments
Pennsylvania
$653K +$166K +1,524 +38%
PP
2753
PDS Planning
Ohio
$652K -$36.1K -331 -6%
KHLMTHM
2754
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$652K
SG
2755
Swarthmore Group
Pennsylvania
$646K -$6.43M -58,900 -91%
EFL
2756
ERn Financial LLC
Wisconsin
$645K +$12.2K +112 +2%
CCG
2757
Chatham Capital Group
Georgia
$643K -$10.9K -100 -2%
MC
2758
MIG Capital
California
$642K -$44.3K -406 -7%
SICM
2759
Sustainable Insight Capital Management
New York
$637K -$208K -1,903 -26%
QCM
2760
Quantinno Capital Management
New York
$634K -$182K -1,672 -24%
RIS
2761
Retirement Income Solutions
Michigan
$619K +$49.2K +451 +9%
MGAM
2762
McGowan Group Asset Management
Texas
$616K +$25.9K +237 +5%
ARG
2763
Advisory Resource Group
Oklahoma
$615K -$511K -4,688 -49%
VCM
2764
Virtue Capital Management
Tennessee
$615K +$170K +1,555 +42%
WIA
2765
World Investment Advisors
California
$614K -$446K -4,087 -44%
GBBWRPM
2766
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$611K +$151K +1,385 +37%
VBFG
2767
Vishria Bird Financial Group
Tennessee
$610K +$60.8K +557 +12%
TI
2768
Truepoint Inc
Ohio
$609K -$102K -934 -15%
WLIM
2769
White Lighthouse Investment Management
Massachusetts
$609K -$22.4K -205 -4%
AWA
2770
Alaska Wealth Advisors
Alaska
$606K +$109 +1 +0%
GEM
2771
Global Endowment Management
North Carolina
$602K +$556K +5,100 New
SCG
2772
Saban Capital Group
California
$601K +$556K +5,100 New
CMTU
2773
Capital Markets Trading (UK)
United Kingdom
$597K +$552K +5,059 New
PFA
2774
Pettinga Financial Advisors
Indiana
$593K -$10.8K -99 -2%
SCP
2775
Silverleafe Capital Partners
Tennessee
$592K -$38.1K -349 -7%

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.