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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
UF
2951
Univest Financial
Pennsylvania
$308K -$92.3K -846 -24%
DK
2952
Darrell & King
Virginia
$308K
CWM
2953
Cabot Wealth Management
Massachusetts
$307K +$284K +2,603 New
DP
2954
Denver PWM
Colorado
$305K +$655 +6 +0.2%
GAM
2955
Garrison Asset Management
Arkansas
$303K -$3.71K -34 -1%
ACM
2956
AlphaStar Capital Management
North Carolina
$301K +$59.2K +543 +27%
SWM
2957
Sequoia Wealth Management
Illinois
$298K +$276K +2,529 New
HCM
2958
Horrell Capital Management
Arkansas
$296K
Harris Associates
2959
Harris Associates
Illinois
$295K -$1.64K -15 -0.6%
GPA
2960
Guidance Point Advisors
Massachusetts
$293K +$109 +1 +0%
BA
2961
Ballew Advisors
Mississippi
$292K +$25.1K +230 +11%
AWCI
2962
Alpine Woods Capital Investors
New York
$291K -$75.4K -691 -22%
JA
2963
JVL Associates
Michigan
$291K
APCM
2964
Alaska Permanent Capital Management
Alaska
$291K +$269K +2,467 New
FAN
2965
Financial Advisors Network
California
$290K -$393K -3,602 -61%
GG
2966
Greenwood Gearhart
Arkansas
$289K +$268K +2,452 New
HCP
2967
Holt Capital Partners
Texas
$283K
DPI
2968
Diversified Portfolios Inc
Michigan
$282K -$131K -1,200 -33%
FVWA
2969
Foster Victor Wealth Advisors
South Carolina
$280K +$1.64K +15 +0.6%
SCA
2970
Stuart Chaussee & Associates
California
$280K +$54K +495 +26%
RPGK
2971
Retirement Planning Group (Kansas)
Kansas
$279K -$5.89K -54 -2%
ST
2972
Sentinel Trust
Texas
$278K +$257K +2,360 New
PFM
2973
Peak Financial Management
Massachusetts
$277K -$7.31K -67 -3%
TW
2974
Towerpoint Wealth
California
$277K
FFS
2975
Founders Financial Securities
Maryland
$277K +$255K +2,336 New

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.