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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
GAAM
2976
Guinness Atkinson Asset Management
California
$276K
PD
2977
Planning Directions
Pennsylvania
$276K +$29.8K +273 +13%
EMB
2978
Elefante Mark B
$275K +$255K +2,335 New
SCM
2979
Shapiro Capital Management
Georgia
$272K +$218 +2 +0.1%
SIS
2980
Sound Income Strategies
Florida
$267K -$17.8K -163 -7%
MG
2981
Mather Group
Illinois
$267K +$247K +2,263 New
CAAS
2982
Capital Asset Advisory Services
Michigan
$266K -$46K -422 -16%
EWF
2983
Epstein & White Financial
California
$265K -$26.4K -242 -10%
FGAM
2984
Financial Gravity Asset Management
Texas
$264K +$242K +2,219 New
AFIA
2985
America First Investment Advisors
Nebraska
$263K
5L
2986
55I LLC
Massachusetts
$263K +$1.75K +16 +0.7%
SLG
2987
Stanley-Laman Group
Pennsylvania
$260K -$325K -2,981 -57%
UWPG
2988
Ullmann Wealth Partners Group
Florida
$260K +$241K +2,207 New
FCT
2989
Family Capital Trust
Massachusetts
$259K
NFGCM
2990
Norman Fields Gottscho Capital Management
New York
$259K
TI
2991
Telemetry Investments
New York
$259K
TIM
2992
Triad Investment Management
California
$259K +$21.8K +200 +10%
JC
2993
Jentner Corp
Ohio
$256K +$218 +2 +0.1%
PS
2994
Portfolio Strategies
New York
$255K +$655 +6 +0.3%
CCA
2995
Conservest Capital Advisors
Pennsylvania
$246K +$109 +1 +0%
LFG
2996
Larson Financial Group
Missouri
$244K -$5.78K -53 -2%
BHWM
2997
Bay Harbor Wealth Management
Maryland
$244K +$3.71K +34 +2%
ACP
2998
Arcus Capital Partners
Georgia
$244K +$11.1K +102 +5%
SFPIA
2999
Stevens First Principles Investment Advisors
California
$243K
CHJWM
3000
Carlton Hofferkamp & Jenks Wealth Management
Texas
$243K +$2.73K +25 +1%

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.