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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
CCM
1626
Condor Capital Management
New Jersey
$5.95M -$72.8K -667 -1%
HBWM
1627
Hollow Brook Wealth Management
New York
$5.93M -$354K -3,245 -6%
MA
1628
Menlo Advisors
California
$5.92M -$87.3K -800 -2%
SGAM
1629
Steinberg Global Asset Management
Florida
$5.92M +$714K +6,542 +15%
HWA
1630
Heritage Wealth Advisors
Virginia
$5.9M +$640K +5,864 +13%
IM
1631
Islet Management
New York
$5.9M
HW
1632
Hedeker Wealth
Illinois
$5.89M +$766K +7,025 +14%
CMI
1633
Clare Market Investments
Texas
$5.87M +$635K +5,820 +13%
LF
1634
Lantz Financial
Illinois
$5.86M +$5.42M +49,714 New
GC
1635
Grace Capital
Massachusetts
$5.86M -$1.35M -12,330 -20%
KPW
1636
Kore Private Wealth
New York
$5.86M +$418K +3,829 +8%
PWM
1637
Perigon Wealth Management
California
$5.82M -$1.3M -11,880 -21%
SFP
1638
Shepherd Financial Partners
Massachusetts
$5.82M -$35.8K -328 -0.7%
COI
1639
Connable Office Inc
Michigan
$5.82M -$586K -5,369 -10%
ZCI
1640
Zevenbergen Capital Investments
Washington
$5.79M +$1.15M +10,543 +27%
BST
1641
Bath Savings Trust
Maine
$5.78M +$99.2K +909 +2%
HMS
1642
Hanseatic Management Services
New Mexico
$5.78M +$104K +949 +2%
ZB
1643
Zions Bancorporation
Utah
$5.77M +$5.33M +48,898 New
EWM
1644
Executive Wealth Management
Michigan
$5.76M +$491K +4,497 +10%
OPA
1645
Old Port Advisors
Maine
$5.76M -$446K -4,087 -8%
TIA
1646
Tiemann Investment Advisors
California
$5.74M +$67.8K +621 +1%
NL
1647
NKCFO LLC
Illinois
$5.73M +$2.73M +25,050 +106%
WC
1648
Whitnell & Co
Illinois
$5.73M -$92.7K -850 -2%
HCM
1649
Hodges Capital Management
Texas
$5.72M +$218 +2 +0%
BA
1650
Birinyi Associates
Connecticut
$5.71M -$758K -6,950 -13%

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.