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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
ADL
1826
Asset Dedication LLC
California
$4.41M +$144K +1,323 +4%
CWM
1827
Chesapeake Wealth Management
Virginia
$4.41M -$187K -1,713 -4%
WPP
1828
Whalerock Point Partners
Rhode Island
$4.41M +$657K +6,019 +19%
MSFP
1829
Mark Sheptoff Financial Planning
Connecticut
$4.4M +$634K +5,815 +18%
CHAM
1830
Clear Harbor Asset Management
Connecticut
$4.4M +$4.04K +37 +0.1%
DJSG
1831
D.J. St. Germain
Massachusetts
$4.4M -$57.3K -525 -1%
UTC
1832
Unified Trust Company
Kentucky
$4.4M +$1.09M +9,952 +36%
PP
1833
Professional Planning
California
$4.38M +$212K +1,947 +6%
MC
1834
Mathes Company
New York
$4.38M -$112K -1,025 -3%
EM
1835
Excalibur Management
Massachusetts
$4.38M -$149K -1,369 -4%
PA
1836
PFG Advisors
Arizona
$4.36M +$49.8K +456 +1%
PAM
1837
Pegasus Asset Management
New York
$4.3M +$764 +7 +0%
AAA
1838
Adams Asset Advisors
Texas
$4.29M -$753K -6,905 -16%
GA
1839
GFS Advisors
Texas
$4.29M -$229K -2,100 -5%
BAM
1840
Belpointe Asset Management
Nevada
$4.29M +$734K +6,730 +23%
CAW
1841
Cornerstone Advisors (Washington)
Washington
$4.27M +$248K +2,272 +7%
MWA
1842
Meridian Wealth Advisors
Texas
$4.27M +$107K +982 +3%
CS
1843
Comerica Securities
Michigan
$4.25M -$17.6K -161 -0.4%
SFSIG
1844
San Francisco Sentry Investment Group
California
$4.24M +$342K +3,135 +10%
SFG
1845
SNS Financial Group
Minnesota
$4.23M -$207K -1,894 -5%
JFA
1846
JNBA Financial Advisors
Minnesota
$4.23M +$358K +3,283 +10%
CAIMH
1847
Central Asset Investments & Management Holdings
Hong Kong
$4.22M +$3.91M +35,800 New
CA
1848
Corrado Advisors
New Jersey
$4.21M
PCG
1849
Private Capital Group
Connecticut
$4.2M +$207K +1,898 +6%
FLI
1850
Family Legacy Inc
South Carolina
$4.2M -$51.4K -471 -1%

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.