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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
SHWM
2851
Smith & Howard Wealth Management
Georgia
$455K -$27.3K -250 -6%
HCM
2852
Hudson Capital Management
New Jersey
$454K -$45.7K -419 -10%
SIG
2853
Schaller Investment Group
North Carolina
$454K
KM
2854
Kalos Management
Georgia
$453K -$119K -1,094 -22%
GA
2855
Geller Advisors
New York
$452K +$17K +156 +4%
GRQ
2856
Gardner Russo & Quinn
Pennsylvania
$448K
SFWC
2857
Strategic Family Wealth Counselors
New Jersey
$448K +$546 +5 +0.1%
SDWMA
2858
Schneider Downs Wealth Management Advisors
Pennsylvania
$447K
DWA
2859
Dorsey Wright & Associates
California
$447K +$24.9K +228 +6%
FFG
2860
Ford Financial Group
California
$446K -$1.64K -15 -0.4%
FEG
2861
Financial Enhancement Group
Indiana
$446K +$224K +2,054 +119%
SCM
2862
Shelton Capital Management
Colorado
$445K -$41.7M -381,794 -88%
TFF
2863
The Family Firm
Maryland
$445K -$38.1K -349 -8%
OAM
2864
Oberweis Asset Management
Illinois
$445K
NWA
2865
New World Advisors
Massachusetts
$445K +$138K +1,265 +51%
BCM
2866
Baltimore Capital Management
Maryland
$444K +$411K +3,767 New
LP
2867
LGL Partners
Pennsylvania
$443K +$409K +3,752 New
PFC
2868
Poplar Forest Capital
California
$441K -$3.43M -31,451 -89%
XWM
2869
Xcel Wealth Management
Florida
$441K -$104K -950 -20%
LIM
2870
Lagoda Investment Management
New York
$440K -$67.1K -615 -14%
HC
2871
Hourglass Capital
Texas
$440K
PFM
2872
Probabilities Fund Management
New York
$439K -$1.78M -16,352 -81%
ACM
2873
AUA Capital Management
Pennsylvania
$437K
RPG
2874
Resource Planning Group
Georgia
$437K
KB
2875
Kimelman & Baird
New York
$436K +$102K +938 +34%

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.