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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
FPS
1726
Fieldpoint Private Securities
Connecticut
$5.05M +$550K +5,040 +13%
PCM
1727
Poehling Capital Management
Wisconsin
$5.04M -$54.6K -500 -1%
FAM
1728
Foresters Asset Management
Ontario, Canada
$5.03M -$303K -2,780 -6%
BSPF
1729
British Steel Pension Fund
United Kingdom
$5.03M -$492K -4,508 -10%
SCM
1730
Stellar Capital Management
Arizona
$5.03M -$57.2K -524 -1%
RG
1731
Rikoon Group
New Mexico
$5M +$327 +3 +0%
MAM
1732
Marketfield Asset Management
New York
$5M -$4.02M -36,856 -46%
WFI
1733
West Family Investments
California
$5M
HI
1734
Hendershot Investments
Virginia
$5M +$58K +532 +1%
CAM
1735
Cacti Asset Management
Georgia
$5M -$42.3K -388 -0.9%
AIA
1736
AIMZ Investment Advisors
California
$5M -$25.6K -235 -0.6%
HCA
1737
Horan Capital Advisors
Ohio
$5M -$380K -3,480 -8%
LA
1738
LVW Advisors
New York
$4.99M -$335K -3,074 -7%
FFA
1739
Fragasso Financial Advisors
Pennsylvania
$4.98M +$1.19M +10,895 +35%
CCM
1740
CWH Capital Management
Washington
$4.97M -$5.46K -50 -0.1%
GCA
1741
Gideon Capital Advisors
New York
$4.96M -$803K -7,358 -15%
MC
1742
Miramar Capital
Illinois
$4.96M +$42.5K +390 +0.9%
BA
1743
Bennicas & Associates
California
$4.95M -$2.73K -25 -0.1%
CA
1744
Cambridge Advisors
Nebraska
$4.95M -$226K -2,071 -5%
KFGK
1745
Keystone Financial Group (Kentucky)
Kentucky
$4.94M +$1.07M +9,818 +31%
RPC
1746
Rossmore Private Capital
Connecticut
$4.92M -$107K -984 -2%
FANJ
1747
Financial Architects (New Jersey)
New Jersey
$4.92M -$146K -1,340 -3%
IPW
1748
Inlet Private Wealth
Florida
$4.92M +$632K +5,793 +16%
ECML
1749
Eagle Capital Management (Louisiana)
Louisiana
$4.91M -$18.2K -167 -0.4%
CWM
1750
Concentric Wealth Management
California
$4.91M -$22.7K -208 -0.5%

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.