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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
LPC
2926
Loeb Partners Corp
New York
$354K -$4M -36,620 -92%
WA
2927
WESPAC Advisors
California
$354K +$31.1K +285 +10%
P
2928
&Partners
Tennessee
$353K +$109 +1 +0%
AA
2929
AlphaMark Advisors
Kentucky
$353K +$12K +110 +4%
ACP
2930
Aveo Capital Partners
Colorado
$353K +$51.5K +472 +19%
HIM
2931
Hanlon Investment Management
New Jersey
$353K +$326K +2,992 New
PIM
2932
Parker Investment Management
California
$353K +$327K +2,996 New
CI
2933
Cowen Inc
New York
$348K +$322K +2,952 New
TC
2934
Trilogy Capital
California
$346K +$109 +1 +0%
LRIC
2935
Long Road Investment Counsel
Michigan
$345K
LFG
2936
LifePlan Financial Group
Ohio
$343K
RWA
2937
Redhawk Wealth Advisors
Minnesota
$341K +$109 +1 +0%
RPAM
2938
Rhenman & Partners Asset Management
Sweden
$340K
CF
2939
Corrigan Financial
Rhode Island
$338K +$28.8K +264 +10%
WAM
2940
Winslow Asset Management
Ohio
$334K
PCFFS
2941
Pacific Center for Financial Services
California
$333K
IAM
2942
Integre Asset Management
New York
$330K -$15.8K -145 -5%
TAM
2943
Taylor Asset Management
Ontario, Canada
$330K +$305K +2,800 New
HF
2944
HRT Financial
New York
$329K
G
2945
GenTrust
Florida
$322K +$47.9K +439 +19%
AWM
2946
Alterna Wealth Management
Texas
$320K -$7.75M -71,011 -96%
NIM
2947
NuWave Investment Management
New Jersey
$318K +$24.1K +221 +9%
CCM
2948
Colorado Capital Management
Colorado
$318K +$95.5K +875 +48%
BIA
2949
BHK Investment Advisors
Alabama
$318K +$294K +2,697 New
FPIS
2950
Financial Planning & Information Services
Wisconsin
$310K -$5.46K -50 -2%

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.