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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
CCA
1301
Checchi Capital Advisers
California
$9.63M -$434K -3,976 -5%
AAS
1302
Avantax Advisory Services
Texas
$9.62M +$1.15M +10,559 +15%
KWMG
1303
King Wealth Management Group
Florida
$9.62M +$465K +4,263 +6%
LWAC
1304
Laurel Wealth Advisors (California)
California
$9.57M -$265K -2,427 -3%
GIA
1305
GHP Investment Advisors
Colorado
$9.56M +$335K +3,075 +4%
FTC
1306
Farmers Trust Company
Ohio
$9.54M -$422K -3,870 -5%
CCMINC
1307
Cardinal Capital Management Inc (North Carolina)
North Carolina
$9.54M -$178K -1,633 -2%
PCTC
1308
Perkins Coie Trust Company
Washington
$9.53M +$26.7K +245 +0.3%
VW
1309
Vantage Wealth
California
$9.52M +$30K +275 +0.3%
SA
1310
Strategic Advisors
New York
$9.5M -$259K -2,371 -3%
AIM
1311
Anchor Investment Management
South Carolina
$9.45M +$1.1M +10,127 +14%
RSS
1312
Rosenblum Silverman Sutton
California
$9.45M +$6.33M +58,052 +263%
AA
1313
ALPS Advisors
Colorado
$9.45M +$96.3K +883 +1%
RMSCM
1314
R.M. Sincerbeaux Capital Management
New York
$9.44M
NIC
1315
Northwest Investment Counselors
Oregon
$9.44M +$39.2K +359 +0.5%
CCC
1316
Cincinnati Casualty Company
Ohio
$9.44M
GPCM
1317
Greenbrier Partners Capital Management
Texas
$9.44M +$3.27M +30,000 +60%
ZIG
1318
Zuckerman Investment Group
Illinois
$9.43M -$12.3K -113 -0.1%
KFP
1319
KMG Fiduciary Partners
Ohio
$9.42M +$677K +6,201 +8%
EWM
1320
Empirical Wealth Management
Washington
$9.41M +$1.09M +10,020 +14%
MCA
1321
Mercer Capital Advisers
New Jersey
$9.37M -$24.5K -225 -0.3%
HRC
1322
Hoertkorn Richard Charles
$9.36M -$573K -5,250 -6%
AAP
1323
Aristotle Atlantic Partners
Florida
$9.35M -$82.9K -760 -0.9%
LCC
1324
Lincoln Capital Corp
Rhode Island
$9.31M -$268K -2,456 -3%
OSNBOA
1325
Old Second National Bank of Aurora
Illinois
$9.29M -$1.42M -12,996 -14%

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.