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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
CA
2801
Continuum Advisory
Idaho
$538K -$120K -1,096 -20%
NBG
2802
Nancy B. Gardiner
$531K -$32.7K -300 -6%
MWM
2803
MinichMacGregor Wealth Management
New York
$530K -$760K -6,963 -61%
BAMG
2804
Brand Asset Management Group
Missouri
$528K +$42.4K +389 +10%
NPPM
2805
North Point Portfolio Managers
Ohio
$527K -$10.9K -100 -2%
WCM
2806
Weatherstone Capital Management
Colorado
$525K -$1.37M -12,557 -74%
CWM
2807
Catamount Wealth Management
Connecticut
$525K +$104K +951 +27%
DWA
2808
Dougherty Wealth Advisers
Minnesota
$524K
MLIC
2809
Mandatum Life Insurance Company
Finland
$524K
PPW
2810
Pasadena Private Wealth
California
$524K +$484K +4,440 New
EA
2811
Elm Advisors
California
$522K -$45.4K -416 -9%
PWM
2812
Paulson Wealth Management
Illinois
$517K +$4.69K +43 +1%
NCM
2813
New Capital Management
Texas
$515K +$7.96K +73 +2%
CFN
2814
Cordasco Financial Network
Florida
$514K +$51.7K +474 +12%
FWSM
2815
First Wilshire Securities Management
California
$513K
SIM
2816
Sadoff Investment Management
Wisconsin
$513K +$32.3K +296 +7%
TIA
2817
Traphagen Investment Advisors
New Jersey
$513K +$474K +4,346 New
HIS
2818
Harvest Investment Services
Illinois
$512K +$469K +4,303 New
VFP
2819
Verus Financial Partners
Virginia
$506K +$29.2K +268 +7%
PWM
2820
PRW Wealth Management
Massachusetts
$497K -$56.7K -520 -11%
WPSG
2821
Wealth & Pension Services Group
Georgia
$497K +$1.2K +11 +0.3%
COI
2822
Capital One Investing
Virginia
$496K +$195K +1,785 +74%
AW
2823
Alpha Windward
Massachusetts
$493K -$26.9K -247 -6%
MCM
2824
Mainstay Capital Management
Michigan
$489K
IIM
2825
Ironwood Investment Management
Massachusetts
$487K

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.