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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
MHIM
1851
MacNealy Hoover Investment Management
Ohio
$4.19M -$1.42K -13 -0%
GCC
1852
Game Creek Capital
Massachusetts
$4.19M -$164K -1,500 -4%
Twin Tree Management
1853
Twin Tree Management
Texas
$4.18M -$19.6M -180,039 -84%
AWM
1854
Aevitas Wealth Management
Massachusetts
$4.18M +$116K +1,063 +3%
GEA
1855
Glen Eagle Advisors
New Jersey
$4.16M +$228K +2,087 +6%
CPIG
1856
Chicago Partners Investment Group
Illinois
$4.15M -$880K -8,068 -19%
PCP
1857
Proficio Capital Partners
Massachusetts
$4.15M +$355K +3,252 +10%
SAM
1858
SignalPoint Asset Management
Missouri
$4.14M +$17.2K +158 +0.5%
WAP
1859
Wealthcare Advisory Partners
Pennsylvania
$4.12M -$42.2K -387 -1%
NP
1860
NorthRock Partners
Minnesota
$4.11M -$618K -5,666 -14%
CSA
1861
Cottage Street Advisors
Massachusetts
$4.1M -$54.6K -500 -1%
SCA
1862
Stokes Capital Advisors
South Carolina
$4.09M -$818K -7,501 -18%
LSAG
1863
Lake Street Advisors Group
New Hampshire
$4.08M +$45.4K +416 +1%
BCA
1864
Bay Colony Advisors
Massachusetts
$4.08M -$287K -2,628 -7%
MFG
1865
Monte Financial Group
Connecticut
$4.07M -$81.4K -746 -2%
ARMT
1866
Amica Retiree Medical Trust
Rhode Island
$4.07M
CANY
1867
Caxton Associates (New York)
New York
$4.07M +$754K +6,909 +25%
SOAMC
1868
Spirit of America Management Corp
New York
$4.05M -$175K -1,600 -4%
SRAM
1869
Stone Ridge Asset Management
New York
$4.05M +$2.51M +22,992 +203%
SCM
1870
SOL Capital Management
Maryland
$4.04M -$16.4K -150 -0.4%
SFM
1871
Systematic Financial Management
New Jersey
$4.04M -$2.18M -20,011 -37%
AIM
1872
Acropolis Investment Management
Missouri
$4.04M -$42.7K -391 -1%
SC
1873
Searle & Co
Connecticut
$4.03M
PMFA
1874
Plante Moran Financial Advisors
Michigan
$4.02M +$199K +1,823 +6%
BMA
1875
Brooks Moore & Associates
Tennessee
$4.02M -$129K -1,180 -3%

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.