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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
HWM
3026
Holloway Wealth Management
Florida
$217K
GSC
3027
G&S Capital
Colorado
$216K -$600K -5,495 -75%
TIM
3028
Total Investment Management
Arizona
$216K -$94K -862 -33%
WAM
3029
Weiss Asset Management
Massachusetts
$214K +$198K +1,813 New
SSG
3030
Summit Securities Group
New York
$212K -$2.83M -25,900 -94%
CB
3031
Cooke & Bieler
Pennsylvania
$212K +$196K +1,800 New
RGNCM
3032
R.G. Niederhoffer Capital Management
New York
$212K +$196K +1,800 New
PFA
3033
Pinnacle Family Advisors
Missouri
$212K +$196K +1,801 New
HS
3034
Horan Securities
United States
$210K +$218 +2 +0.1%
HAC
3035
Harbor Advisory Corp
New Hampshire
$210K +$194K +1,779 New
NC
3036
NewSquare Capital
Pennsylvania
$208K
DS
3037
DRW Securities
Illinois
$207K +$191K +1,751 New
DSN
3038
D. Scott Neal
Kentucky
$207K +$192K +1,759 New
NEIRG
3039
New England Investment & Retirement Group
Massachusetts
$206K -$122K -1,121 -39%
CRIG
3040
Charter Research & Investment Group
Connecticut
$206K +$191K +1,748 New
LYV
3041
Live Your Vision
Pennsylvania
$204K +$15.7K +144 +10%
CFG
3042
CKW Financial Group
Hawaii
$203K
CFD
3043
Creative Financial Designs
Indiana
$203K +$41K +376 +28%
FPC
3044
Falcon Point Capital
California
$203K +$188K +1,721 New
BWM
3045
Brickley Wealth Management
California
$203K +$188K +1,722 New
NF
3046
Nikulski Financial
Iowa
$201K +$186K +1,701 New
KTA
3047
Keeley-Teton Advisors
Illinois
$201K +$186K +1,703 New
Sands Capital Management
3048
Sands Capital Management
Virginia
$201K +$186K +1,704 New
RCS
3049
Retirement Capital Strategies
California
$200K +$185K +1,697 New
SDAM
3050
Shulman DeMeo Asset Management
New York
$200K +$185K +1,697 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.