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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
BOS
1751
Bingham Osborn & Scarborough
California
$4.9M -$1.06M -9,690 -19%
CWM
1752
Cordatus Wealth Management
Pennsylvania
$4.9M +$76.8K +704 +2%
WWM
1753
Western Wealth Management
Colorado
$4.9M +$133K +1,222 +3%
OIA
1754
Optimum Investment Advisors
Illinois
$4.9M -$106K -971 -2%
LIM
1755
Loudon Investment Management
New Hampshire
$4.9M -$179K -1,639 -4%
PRS
1756
Pinkerton Retirement Specialists
Idaho
$4.9M +$357K +3,273 +9%
JAM
1757
JW Asset Management
Florida
$4.89M
CCA
1758
Catalyst Capital Advisors
New York
$4.89M -$4.94M -45,313 -52%
CSM
1759
CAMG Solamere Management
North Carolina
$4.88M -$2.33M -21,333 -34%
LPIC
1760
LeJeune Puetz Investment Counsel
Michigan
$4.88M
PFSC
1761
Peoples Financial Services Corp
Pennsylvania
$4.85M -$39.8K -365 -0.9%
SAM
1762
Stansberry Asset Management
Texas
$4.81M -$626K -5,740 -12%
OC
1763
Oarsman Capital
Wisconsin
$4.81M +$85.2K +781 +2%
F
1764
Filament
Washington
$4.8M
CG
1765
CFO4Life Group
Texas
$4.79M -$369K -3,380 -8%
CSS
1766
Cubist Systematic Strategies
Connecticut
$4.79M -$10.4M -95,435 -70%
MWM
1767
Meridian Wealth Management
Kentucky
$4.79M +$16.8K +154 +0.4%
IA
1768
IFG Advisory
Georgia
$4.79M +$139K +1,278 +3%
BRC
1769
Bell Rock Capital
Delaware
$4.77M -$797K -7,304 -15%
NAMP
1770
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.76M +$265K +2,431 +6%
FIM
1771
Freedom Investment Management
Connecticut
$4.76M +$128K +1,177 +3%
IFAM
1772
Institutional & Family Asset Management
Colorado
$4.75M -$30.4K -279 -0.7%
TCOO
1773
Trust Company of Oklahoma
Oklahoma
$4.74M -$162K -1,483 -4%
KA
1774
Kovack Advisors
Florida
$4.74M +$120K +1,099 +3%
BCCM
1775
Bridge Creek Capital Management
Massachusetts
$4.74M +$81.3K +745 +2%

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.