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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
AIM
3076
Assured Investment Management
New York
$80K -$3.94M -36,095 -98%
CCMW
3077
Cypress Capital Management (Wyoming)
Wyoming
$76K -$59.7K -547 -46%
FMP
3078
Financial Management Professionals
Texas
$71K -$47.7K -437 -42%
OHS
3079
Odey Holdings (Switzerland)
Switzerland
$71K -$18.5K -170 -22%
IFA
3080
Interactive Financial Advisors
Illinois
$71K
PW
3081
Price Wealth
Texas
$69K
CIM
3082
Contravisory Investment Management
Massachusetts
$69K +$5.02K +46 +9%
AWM
3083
Avondale Wealth Management
Texas
$67K +$1.42K +13 +2%
1NWS
3084
1 North Wealth Services
Maryland
$66K +$7.96K +73 +15%
WCM
3085
Wealthcare Capital Management
Virginia
$65K +$109 +1 +0.2%
LPWM
3086
Lake Point Wealth Management
Texas
$63K -$236K -2,162 -82%
MGI
3087
MayTech Global Investments
New York
$62K
SAM
3088
Sycomore Asset Management
France
$59K
AIC
3089
Ayalon Insurance Company
Israel
$48K
OAJ
3090
Ogorek Anthony Joseph
New York
$45K
TVWM
3091
Tower View Wealth Management
Wisconsin
$44K
CMBA
3092
C.M. Bidwell & Associates
Hawaii
$41K -$660K -6,050 -95%
UOTTAIMCU
3093
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$41K -$148K -1,359 -80%
ST
3094
Sageworth Trust
Pennsylvania
$31K +$26.6K +244 +1,525%
ACA
3095
Anchor Capital Advisors
Massachusetts
$30.8K -$1.62M -14,835 -5%
MG
3096
MilWealth Group
Wisconsin
$30.7K -$39.8K -365 -58%
CF
3097
Centaurus Financial
California
$27.3K +$61.2K +561 +21%
AWA
3098
Artemis Wealth Advisors
New York
$26.1K
OWA
3099
One Wealth Advisors
California
$22K -$12.2M -111,596 -100%
AQA
3100
Alpha Quant Advisors
Texas
$19K

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.