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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
LCP
1776
Legacy Capital Partners
Wisconsin
$4.73M +$339K +3,110 +8%
SCM
1777
SkyTop Capital Management
New Jersey
$4.72M -$1.09M -10,000 -20%
SFM
1778
Soros Fund Management
New York
$4.71M +$4.36M +39,966 New
BL
1779
BCWM LLC
Kansas
$4.7M -$522K -4,785 -11%
EF
1780
Exeter Financial
Arizona
$4.7M -$237K -2,176 -5%
CAMG
1781
CWA Asset Management Group
Florida
$4.69M -$103K -944 -2%
TSWM
1782
Triangle Securities Wealth Management
North Carolina
$4.69M -$177K -1,625 -4%
WA
1783
WealthTrust Axiom
Pennsylvania
$4.68M -$54K -495 -1%
TIA
1784
Trust Investment Advisors
Indiana
$4.67M -$76.4K -700 -2%
AWM
1785
Aries Wealth Management
Maine
$4.67M +$1.36M +12,468 +46%
GWCM
1786
Godshalk Welsh Capital Management
Pennsylvania
$4.67M +$42K +385 +1%
ACC
1787
Accident Compensation Corp
New Zealand
$4.67M +$589K +5,400 +16%
GWS
1788
Glassman Wealth Services
Virginia
$4.65M +$111K +1,020 +3%
AR
1789
Advisory Research
Illinois
$4.65M -$25.1M -229,706 -85%
NWP
1790
Northstar Wealth Partners
Connecticut
$4.63M +$21.6K +198 +0.5%
MCWS
1791
McKinley Carter Wealth Services
West Virginia
$4.63M +$327K +2,998 +8%
AAS
1792
Annex Advisory Services
Wisconsin
$4.62M -$123K -1,123 -3%
RI
1793
Rudd International
Florida
$4.62M +$148K +1,357 +4%
DBIA
1794
Dumont & Blake Investment Advisors
New Jersey
$4.62M -$300K -2,750 -7%
VAS
1795
Valicenti Advisory Services
New York
$4.61M -$112K -1,031 -3%
CIM
1796
Cambria Investment Management
California
$4.59M +$122K +1,116 +3%
WBG
1797
Wharton Business Group
Pennsylvania
$4.59M -$73.9K -677 -2%
FRA
1798
Front Row Advisors
California
$4.59M -$13.1K -120 -0.3%
SAM
1799
Selway Asset Management
$4.59M +$682K +6,255 +19%
RAM
1800
Roanoke Asset Management
New Jersey
$4.58M

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.