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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
DPA
3101
Delphi Private Advisors
California
$16K
TJHA
3102
Thomas J. Herzfeld Advisors
Florida
$16K +$1.2K +11 +9%
BEI
3103
Benjamin Edwards Inc
Missouri
$15K +$13.5K +124 New
TA
3104
Thor Advisors
New York
$11K +$10.4K +95 New
MC
3105
Machina Capital
France
$10K -$489K -4,480 -98%
HCC
3106
Hirtle Callaghan & Co
Pennsylvania
$8K -$3.64M -33,331 -100%
IAS
3107
INR Advisory Services
Pennsylvania
$8K
PC
3108
Permanens Capital
New York
$7K +$6.11K +56 New
LFASL
3109
Lugano Financial Advisors SA (LFA)
Switzerland
$6K -$302K -2,764 -98%
CT
3110
Chicago Trust
Illinois
$5.81K -$383K -3,515 -7%
CIR
3111
Clear Investment Research
Georgia
$5K
MUAMU
3112
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.68K +$109K +1,000 +3%
BFG
3113
Beacon Financial Group
Texas
$3.78K -$51.1K -468 -1%
Koshinski Asset Management
3114
Koshinski Asset Management
Illinois
$2.41K -$1.87M -17,157 -46%
RCG
3115
Ruggie Capital Group
Florida
$2K -$419K -3,841 -100%
WA
3116
WP Advisors
California
$995 +$92.1K +844 New
JPLA
3117
Joseph P. Lucia & Associates
New York
$697 +$9.13M +83,670 New
TWM
3118
Titus Wealth Management
California
$614 +$6.87K +63 +1%
ACA
3119
Ackerman Capital Advisors
Texas
$584 -$218K -1,997 -29%
SUT
3120
SC US (TTGP)
California
-$329M -3,239,634 Closed
AEPIP
3121
AH Equity Partners III (Parallel)
California
-$319M -3,140,930 Closed
AEPI
3122
AH Equity Partners IV
California
-$194M -1,911,048 Closed
EC
3123
Eminence Capital
New York
-$169M -1,659,467 Closed
WAM
3124
Wolverine Asset Management
Illinois
-$163M -1,493,964 Closed
HMC
3125
Harvard Management Company
Massachusetts
-$115M -1,128,047 Closed

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.