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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
ARM
2776
Adirondack Research & Management
New York
$590K -$27.3K -250 -5%
OIM
2777
Opus Investment Management
Massachusetts
$590K
PAWC
2778
P.A.W. Capital
Connecticut
$590K
PTC
2779
Provident Trust Company
Wisconsin
$590K
CCA
2780
Conestoga Capital Advisors
Pennsylvania
$587K
AEPG
2781
American Economic Planning Group
New Jersey
$584K -$66.6K -610 -11%
EI
2782
Ellevest Inc
New York
$584K -$10.3K -94 -2%
HFP
2783
Holistic Financial Partners
Indiana
$584K +$31.4K +288 +6%
VBFP
2784
Valtinson Bruner Financial Planning
Minnesota
$583K +$16.8K +154 +3%
WCWM
2785
Willow Creek Wealth Management
California
$576K -$35.5K -325 -6%
FNC
2786
First National Corp
Massachusetts
$575K
NA
2787
Nottingham Advisors
New York
$573K -$6.22K -57 -1%
PFC
2788
Phocas Financial Corp
California
$568K
PEA
2789
Pacific Edge Advisors
California
$566K -$32.8K -301 -6%
HFA
2790
Hoover Financial Advisors
Pennsylvania
$564K +$19.1K +175 +4%
BMCM
2791
Bryn Mawr Capital Management
Pennsylvania
$561K -$55.5K -509 -10%
ACM
2792
Avalon Capital Management
California
$558K +$173K +1,588 +50%
MWM
2793
Mascoma Wealth Management
New Hampshire
$557K -$107K -979 -17%
PWA
2794
Peterson Wealth Advisors
Utah
$557K -$9.71K -89 -2%
LDFR
2795
Lehman & Derafelo Financial Resources
Pennsylvania
$556K
EMFAT
2796
Emerald Mutual Fund Advisers Trust
Pennsylvania
$552K -$32.1K -294 -6%
IDA
2797
Intelligence Driven Advisers
California
$551K +$219K +2,008 +75%
CL
2798
CIM LLC
New York
$547K +$31.7K +291 +7%
SCM
2799
SKBA Capital Management
California
$541K -$159K -1,460 -24%
MS
2800
Mizuho Securities
Japan
$540K +$136K +1,250 +38%

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.