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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
FVCM
1251
F&V Capital Management
Florida
$10.5M -$541K -4,960 -5%
EWA
1252
Exencial Wealth Advisors
Oklahoma
$10.5M -$464K -4,256 -5%
LIM
1253
Leavell Investment Management
Alabama
$10.5M -$55.6K -510 -0.6%
BP
1254
BBR Partners
New York
$10.4M +$1.04M +9,490 +12%
MKC
1255
M. Kraus & Co
Vermont
$10.4M -$152K -1,394 -2%
IP
1256
Isthmus Partners
Wisconsin
$10.4M +$219K +2,004 +2%
HC
1257
Hendley & Co
Ohio
$10.3M +$50.7K +465 +0.5%
DWM
1258
Dakota Wealth Management
Florida
$10.3M +$2.12M +19,386 +29%
CCG
1259
Cypress Capital Group
Florida
$10.3M +$20.4K +187 +0.2%
MCM
1260
Murphy Capital Management
New Jersey
$10.3M +$646K +5,921 +7%
FBP
1261
Flippin Bruce & Porter
Virginia
$10.3M +$84.9K +778 +0.9%
UC
1262
Unio Capital
New Jersey
$10.2M +$264K +2,417 +3%
MRCM
1263
M&R Capital Management
New Jersey
$10.2M +$215K +1,972 +3%
LP
1264
LMR Partners
United Kingdom
$10.2M -$15.2M -139,578 -62%
IWA
1265
IBEX Wealth Advisors
New Jersey
$10.2M -$733K -6,720 -7%
PVH
1266
Psagot Value Holdings
Israel
$10.2M +$11K +101 +0.1%
SNT
1267
Security National Trust
West Virginia
$10.2M +$199K +1,820 +2%
FWC
1268
First Washington Corp
Washington
$10.2M +$105K +960 +1%
SC
1269
Scholtz & Company
Connecticut
$10.1M +$352K +3,227 +4%
BFA
1270
Benedict Financial Advisors
Georgia
$10.1M -$338K -3,094 -4%
ECAU
1271
Everett Capital Advisors (UK)
United Kingdom
$10M +$2.64M +24,235 +40%
PTC
1272
Petrus Trust Company
Texas
$10M +$9.27M +85,000 New
AAM
1273
Aureus Asset Management
Massachusetts
$10M +$97.2K +891 +1%
MCM
1274
Mitchell Capital Management
Kansas
$9.97M +$518K +4,750 +6%
SC
1275
Sepio Capital
Utah
$9.96M -$17.2M -158,036 -65%

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.