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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
EFS
1451
Essex Financial Services
Connecticut
$7.56M -$629K -5,767 -8%
RP
1452
Rowlandmiller & Partners
Georgia
$7.56M -$248K -2,270 -3%
CAL
1453
Capital Analysts LLC
Pennsylvania
$7.54M +$863K +7,914 +14%
FC
1454
Ferris Capital
Massachusetts
$7.51M +$13.3K +122 +0.2%
FMT
1455
First Mercantile Trust
Tennessee
$7.5M -$253K -2,320 -4%
AC
1456
Arjuna Capital
North Carolina
$7.49M -$649K -5,944 -9%
AWA
1457
ARS Wealth Advisors
Florida
$7.49M +$411K +3,765 +6%
SWM
1458
Stockman Wealth Management
Montana
$7.49M +$220K +2,014 +3%
ASA
1459
Armstrong Shaw Associates
Connecticut
$7.48M -$81.5K -747 -1%
BEAM
1460
Baker Ellis Asset Management
Washington
$7.47M -$219K -2,004 -3%
FPTW
1461
Franklin, Parlapiano, Turner & Welch
Texas
$7.45M -$526K -4,820 -7%
CPA
1462
Capital Planning Advisors
California
$7.44M -$8.62K -79 -0.1%
HIC
1463
Holderness Investments Company
North Carolina
$7.44M +$4.58K +42 +0.1%
FBT
1464
First Bankers Trust
Kentucky
$7.41M -$7.15M -65,526 -51%
ANRIA
1465
American National Registered Investment Advisor
Texas
$7.4M -$21.3K -195 -0.3%
NFG
1466
NewFocus Financial Group
Washington
$7.4M -$31K -284 -0.5%
APSI
1467
Asset Planning Services Inc
Louisiana
$7.39M -$21.8K -200 -0.3%
III
1468
Independent Investors Inc
New York
$7.39M -$274K -2,508 -4%
YWP
1469
YorkBridge Wealth Partners
New York
$7.37M +$327K +2,999 +5%
ATFA
1470
All Terrain Financial Advisors
Minnesota
$7.37M -$165K -1,513 -2%
PIP
1471
Peachtree Investment Partners
Florida
$7.36M +$371K +3,397 +6%
FMTC
1472
Farmers & Merchants Trust Company
California
$7.35M -$150K -1,377 -2%
BAM
1473
Bruderman Asset Management
New York
$7.34M +$2.26M +20,687 +50%
SSWM
1474
Sheets Smith Wealth Management
North Carolina
$7.34M -$86.5K -793 -1%
MJP
1475
Michael J. Puzo
$7.34M -$384K -3,520 -5%

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.