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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
AA
2876
Apriem Advisors
California
$432K -$90.9K -833 -19%
FPGK
2877
Financial Partners Group (Kansas)
Kansas
$430K +$873 +8 +0.2%
HPC
2878
Hobart Private Capital
North Carolina
$428K +$59.6K +546 +18%
MFT
2879
Moisand Fitzgerald Tamayo
Florida
$427K -$72.1K -661 -15%
GI
2880
Glovista Investments
New Jersey
$425K +$38.2K +350 +11%
SMH
2881
Sanders Morris Harris
Texas
$424K +$45.8K +420 +13%
WRM
2882
Weybosset Research & Management
Rhode Island
$419K -$24.3K -223 -6%
ICM
2883
Ionic Capital Management
New York
$418K -$10M -92,000 -96%
EARNEST Partners
2884
EARNEST Partners
Georgia
$418K
JAM
2885
Jolley Asset Management
North Carolina
$413K -$546 -5 -0.1%
I2I
2886
Insight 2811 Inc
Illinois
$413K +$21.9K +201 +6%
MPPLM
2887
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$411K +$380K +3,482 New
NCM
2888
Next Capital Management
New York
$407K -$47.6K -436 -11%
SFA
2889
Semmax Financial Advisors
North Carolina
$407K +$251K +2,299 +199%
CBOR
2890
Community Bank of Raymore
Missouri
$405K +$43.1K +395 +13%
ODG
2891
O'Dell Group
Ohio
$405K +$126K +1,153 +51%
IWA
2892
Intercontinental Wealth Advisors
Texas
$403K -$13.9K -127 -4%
LC
2893
Lavaca Capital
Texas
$403K +$373K +3,419 New
PW
2894
Peninsula Wealth
California
$401K -$982 -9 -0.3%
SCM
2895
Stordahl Capital Management
Colorado
$398K +$20.9K +192 +6%
JWM
2896
JFG Wealth Management
Colorado
$395K -$19.5K -179 -5%
AH
2897
Allen Holding
New York
$394K +$365K +3,344 New
FWCM
2898
First Western Capital Management
California
$393K -$124K -1,134 -25%
SPI
2899
Santori & Peters Inc
Pennsylvania
$393K -$40.4K -370 -10%
PA
2900
Prism Advisors
California
$393K +$94.3K +864 +35%

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.