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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
HCMT
1476
Highland Capital Management (Texas)
Texas
$7.31M +$1.53M +14,000 +29%
WAS
1477
WESPAC Advisors SoCal
California
$7.31M +$414K +3,795 +7%
AOWM
1478
Alpha Omega Wealth Management
Virginia
$7.31M -$677K -6,206 -9%
RIM
1479
Regent Investment Management
Kentucky
$7.3M +$688K +6,305 +11%
CWM
1480
Cornerstone Wealth Management
Missouri
$7.25M +$1.68M +15,359 +36%
CAM
1481
Cypress Asset Management
Texas
$7.24M -$176K -1,615 -3%
SFM
1482
Sphera Funds Management
Israel
$7.24M +$1.57M +14,399 +31%
WIA
1483
Westbourne Investment Advisors
Maryland
$7.24M -$120K -1,100 -2%
CCA
1484
Cobblestone Capital Advisors
New York
$7.24M -$151K -1,382 -2%
SIM
1485
Sprucegrove Investment Management
Ontario, Canada
$7.23M -$611K -5,600 -8%
WF
1486
WoodTrust Financial
Wisconsin
$7.22M +$332K +3,042 +5%
LBC
1487
Lawrence B. Cohen
$7.2M -$144K -1,324 -2%
BFEC
1488
Benjamin F. Edwards & Company
Missouri
$7.2M +$200K +1,835 +3%
STB
1489
S&T Bank
Pennsylvania
$7.2M -$669K -6,131 -9%
LWM
1490
Lyell Wealth Management
California
$7.19M +$266K +2,434 +4%
CCM
1491
Cadence Capital Management
Massachusetts
$7.18M -$2.4K -22 -0%
WIC
1492
Whitegate Investment Counselors
New Hampshire
$7.15M -$61.2K -561 -0.9%
SCA
1493
Spearhead Capital Advisors
Florida
$7.15M +$460K +4,218 +7%
IA
1494
Icon Advisers
Colorado
$7.15M +$6.61M +60,600 New
MOS
1495
MGO One Seven
Ohio
$7.14M +$1.98M +18,139 +43%
BP
1496
Ballentine Partners
Massachusetts
$7.14M +$18.1K +166 +0.3%
ACM
1497
Atika Capital Management
New York
$7.13M -$3.22M -29,500 -33%
BRCM
1498
Bright Rock Capital Management
Massachusetts
$7.09M
6M
1499
6 Meridian
Kansas
$7.08M -$47.1K -432 -0.7%
CSUI
1500
Cincinnati Specialty Underwriters Insurance
Ohio
$7.08M

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.