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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
LWA
2901
Lowe Wealth Advisors
Maryland
$392K
TVAMP
2902
Tennessee Valley Asset Management Partners
Tennessee
$389K +$33.2K +304 +10%
CAM
2903
Crestone Asset Management
Colorado
$387K +$358K +3,281 New
RI
2904
Ridgewood Investments
New Jersey
$385K
AMG
2905
Asset Management Group
Connecticut
$385K +$1.42K +13 +0.4%
AWMG
2906
Alliance Wealth Management Group
New Jersey
$385K +$15.2K +139 +4%
WCM
2907
Windsor Capital Management
Arizona
$384K -$4.91K -45 -1%
HCM
2908
Harvest Capital Management
New Hampshire
$384K
HIM
2909
Hillsdale Investment Management
Ontario, Canada
$382K -$135K -1,240 -28%
CFA
2910
Camarda Financial Advisors
Florida
$381K +$134K +1,224 +61%
HHAM
2911
HITE Hedge Asset Management
Massachusetts
$377K
CWM
2912
Cahaba Wealth Management
Georgia
$377K +$51.8K +475 +17%
PI
2913
Pachira Investments
California
$376K +$97.4K +893 +39%
KFS
2914
Kelly Financial Services
Massachusetts
$372K +$344K +3,152 New
ACM
2915
Ategra Capital Management
Virginia
$371K +$343K +3,146 New
GT
2916
Glenmede Trust
Pennsylvania
$371K -$35.8M -327,688 -9%
MAM
2917
Marquette Asset Management
Minnesota
$367K
GCM
2918
Gunderson Capital Management
South Carolina
$366K +$338K +3,101 New
KFA
2919
Kays Financial Advisory
Georgia
$366K +$339K +3,103 New
SCM
2920
Smith Capital Management
Arkansas
$365K -$6.77M -62,076 -95%
DSA
2921
Droms Strauss Advisors
Missouri
$364K +$49.2K +451 +17%
MFGP
2922
Marshall Financial Group (Pennsylvania)
Pennsylvania
$360K
XSC
2923
X-Square Capital
Puerto Rico
$358K -$23.1K -212 -7%
SGCA
2924
Steel Grove Capital Advisors
Tennessee
$357K -$2.21M -20,244 -87%
KIA
2925
Kopp Investment Advisors
Minnesota
$356K -$19.5K -179 -6%

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.