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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
AIC
1801
Argus Investors Counsel
New York
$4.57M -$256K -2,342 -6%
SCA
1802
Sage Capital Advisors
South Dakota
$4.57M +$655 +6 +0%
EBT
1803
Enterprise Bank & Trust
Massachusetts
$4.57M +$4.22M +38,707 New
PWAP
1804
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.56M +$74.7K +685 +2%
APTFM
1805
AGUR Provident & Training Funds Management
Israel
$4.54M +$305K +2,800 +8%
NIP
1806
Nicholas Investment Partners
California
$4.54M +$649K +5,946 +18%
PFS
1807
Physicians Financial Services
North Carolina
$4.53M +$173K +1,589 +4%
NO
1808
Ninety One
South Africa
$4.53M +$2.64M +24,232 +169%
RGIA
1809
Rainier Group Investment Advisory
Washington
$4.52M -$65.1K -597 -2%
AWM
1810
Avior Wealth Management
Nebraska
$4.5M +$2.18K +20 +0.1%
SMFG
1811
Sumitomo Mitsui Financial Group
Japan
$4.49M -$578K -5,298 -12%
SIAG
1812
Signet Investment Advisory Group
Rhode Island
$4.49M -$513K -4,703 -11%
IA
1813
IndexIQ Advisors
New York
$4.49M +$4.15M +38,032 New
OCM
1814
Olstein Capital Management
New York
$4.48M -$873K -8,000 -17%
CCC
1815
Chelsea Counsel Company
California
$4.48M +$16.5K +151 +0.4%
TLP
1816
Trinity Legacy Partners
Texas
$4.48M +$28.5K +261 +0.7%
TC
1817
Trust Company
Kansas
$4.48M -$1.94M -17,811 -32%
WPA
1818
Winning Points Advisors
Florida
$4.47M +$21.8K +200 +0.5%
KJHP
1819
K.J. Harrison & Partners
Ontario, Canada
$4.47M -$562K -5,149 -12%
NCM
1820
Northwest Capital Management
Oregon
$4.46M +$147K +1,350 +4%
AAMA
1821
Advanced Asset Management Advisors
Ohio
$4.45M -$33.2K -304 -0.8%
JFA
1822
Johanson Financial Advisors
California
$4.45M +$131K +1,200 +3%
ABP
1823
Arthur B. Page
$4.44M -$23.5K -215 -0.6%
HIS
1824
Horizon Investment Services
Indiana
$4.43M -$109K -998 -3%
RWA
1825
River Wealth Advisors
Pennsylvania
$4.42M +$300K +2,751 +8%

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.