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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
CBN
1551
Cadence Bank NA
Texas
$6.54M -$16.9K -155 -0.3%
WPIC
1552
White Pine Investment Company
Michigan
$6.54M +$7.09K +65 +0.1%
NAM
1553
NTV Asset Management
West Virginia
$6.53M -$114K -1,042 -2%
AUB
1554
Atlantic Union Bankshares
Virginia
$6.5M -$382K -3,502 -6%
HH
1555
Hilltop Holdings
Texas
$6.49M +$94.9K +870 +2%
MFS
1556
Monetta Financial Services
Illinois
$6.49M
RC
1557
RBF Capital
California
$6.49M
BGDI
1558
BW Gestao de Investimentos
Brazil
$6.49M +$6M +55,000 New
AAM
1559
Azzad Asset Management
Virginia
$6.47M +$23.8K +218 +0.4%
MFWM
1560
Motley Fool Wealth Management
Virginia
$6.47M +$244K +2,237 +4%
LPT
1561
Legacy Private Trust
Wisconsin
$6.45M -$160K -1,465 -3%
MSAM
1562
Moloney Securities Asset Management
Missouri
$6.44M +$207K +1,894 +4%
RA
1563
RiverPark Advisors
New York
$6.43M -$789K -7,236 -12%
WIM
1564
Wittenberg Investment Management
Massachusetts
$6.42M
HWA
1565
HCR Wealth Advisors
California
$6.38M +$1.15M +10,496 +23%
HDIM
1566
Hanson & Doremus Investment Management
Vermont
$6.36M -$60K -550 -1%
RFM
1567
Royal Fund Management
Florida
$6.36M +$358K +3,277 +6%
WA
1568
Wheatland Advisors
Pennsylvania
$6.36M -$48K -440 -0.8%
WFG
1569
Wills Financial Group
Virginia
$6.34M -$27.6K -253 -0.5%
WAS
1570
Winch Advisory Services
Wisconsin
$6.34M +$502K +4,597 +9%
RWM
1571
Rench Wealth Management
Texas
$6.31M -$109K -996 -2%
MC
1572
Middleton & Co
Massachusetts
$6.3M -$76.9K -705 -1%
BIA
1573
Biondo Investment Advisors
Pennsylvania
$6.3M +$19.4K +178 +0.3%
GWM
1574
Greenwich Wealth Management
Connecticut
$6.29M -$12.5K -115 -0.2%
SHCM
1575
Stokes & Hubbell Capital Management
Louisiana
$6.27M -$50.6K -464 -0.9%

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.