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3,131 hedge funds and large institutions have $776B invested in Microsoft in 2019 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 1,291 increasing their positions, 1,508 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 61

2% more funds holding in top 10

Funds holding in top 10: 1,5641,599 (+35)

3% more capital invested

Capital invested by funds: $751B → $776B (+$25B)

0% more funds holding

Funds holding: 3,1233,131 (+8)

0.27% less ownership

Funds ownership: 73.2%72.93% (-0.27%)

14% less repeat investments, than reductions

Existing positions increased: 1,291 | Existing positions reduced: 1,508

25% less call options, than puts

Call options by funds: $8.45B | Put options by funds: $11.3B

Holders
3,131
Holders Change
+8
Holders Change %
+0.26%
% of All Funds
68.65%
Holding in Top 10
1,599
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+2.24%
% of All Funds
35.06%
New
93
Increased
1,291
Reduced
1,508
Closed
61
Calls
$8.45B
Puts
$11.3B
Net Calls
-$2.85B
Net Calls Change
-$2.27B
Name Holding Trade Value Shares
Change
Change in
Stake
FCT
3001
Family Capital Trust
Massachusetts
$306K
TIM
3002
Triad Investment Management
California
$306K
AMG
3003
Advisors Management Group
Wisconsin
$304K
PWP
3004
Personal Wealth Partners
Minnesota
$304K +$17.1K +124 +6%
QC
3005
QCM Cayman
Texas
$304K +$301K +2,188 New
PS
3006
Portfolio Strategies
New York
$303K +$275 +2 +0.1%
CC
3007
Centiva Capital
New York
$302K +$232K +1,690 +352%
ST
3008
Sageworth Trust
Pennsylvania
$302K +$268K +1,950 +882%
BIA
3009
BHK Investment Advisors
Alabama
$299K -$138K -1,000 -32%
BRA
3010
Bender Robert & Associates
California
$294K +$11K +80 +4%
AWM
3011
Alterna Wealth Management
Texas
$293K -$82.6K -601 -22%
LFS
3012
Legacy Financial Strategies
Kansas
$292K +$68.6K +499 +33%
BWI
3013
Beacon Wealthcare Inc
North Carolina
$291K +$288K +2,093 New
NEIRG
3014
New England Investment & Retirement Group
Massachusetts
$290K -$8.94K -65 -3%
FWCM
3015
First Western Capital Management
California
$289K -$56.1K -408 -16%
HCP
3016
Holt Capital Partners
Texas
$288K -$14K -102 -5%
JC
3017
Jentner Corp
Ohio
$288K
CHJWM
3018
Carlton Hofferkamp & Jenks Wealth Management
Texas
$287K
NI
3019
NFC Investments
Tennessee
$287K
FMP
3020
Financial Management Professionals
Texas
$287K +$200K +1,458 +241%
MCMT
3021
Moon Capital Management (Tennessee)
Tennessee
$283K -$227K -1,652 -44%
BHWM
3022
Bay Harbor Wealth Management
Maryland
$281K -$2.48K -18 -0.9%
QOP
3023
Quinn Opportunity Partners
Virginia
$278K
RFO
3024
RiverGlades Family Offices
Florida
$278K
WCA
3025
Whetstone Capital Advisors
Kansas
$278K

MSFT Hedge Fund Activity: Q3 2019 in Review

3,131 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q3 2019, worth a combined $776B — up 3.3% from $751B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new MSFT positions and 61 closed out — a net gain of 32 holders — while 1,291 added to existing stakes and 1,508 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $891M. The largest seller was United Services Automobile Association, cutting an estimated $1.1B.

  • 3,131 institutional investors held Microsoft (MSFT) as of Q3 2019, up from 3,123 in Q2 2019.
  • Funds reported $776B of Microsoft stock for Q3 2019, up 3.3% quarter-over-quarter.
  • 93 funds opened new Microsoft positions in Q3 2019 and 61 closed out, a net change of +32 holders.
  • The largest Microsoft buyer in Q3 2019 was Victory Capital Management, an estimated $891M added.
  • The largest Microsoft seller in Q3 2019 was United Services Automobile Association, an estimated $1.1B sold.

Based on aggregated 13F filings for Q3 2019.