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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
HWA
1876
Heritage Way Advisors
Illinois
$4.02M -$69K -632 -2%
CAM
1877
Chesapeake Asset Management
New York
$4.01M -$1.09M -10,003 -23%
BCM
1878
Bowie Capital Management
Texas
$4.01M +$3.71M +34,000 New
IP
1879
Intellectus Partners
California
$3.99M +$89.1K +817 +2%
GCM
1880
Gibraltar Capital Management
Oklahoma
$3.96M -$3.24M -29,664 -47%
SIM
1881
Sterling Investment Management
Arizona
$3.95M -$1.49M -13,670 -29%
TCM
1882
Telos Capital Management
California
$3.94M -$238K -2,184 -6%
FFN
1883
Focus Financial Network
Minnesota
$3.94M +$3.64M +33,395 New
SC
1884
Slow Capital
California
$3.93M +$22.7K +208 +0.6%
GVAG
1885
Great Valley Advisor Group
Delaware
$3.92M -$58.6K -537 -2%
CWP
1886
Capital Wealth Planning
Florida
$3.91M -$1.07M -9,818 -23%
EFSCE
1887
Enterprise Financial Services Corp (EFSC)
Missouri
$3.91M +$1.92M +17,621 +113%
SV
1888
Sturgeon Ventures
United Kingdom
$3.9M +$3.61M +33,064 New
LCM
1889
Liberty Capital Management
Michigan
$3.88M +$82.3K +754 +2%
BCA
1890
Bray Capital Advisors
Florida
$3.88M +$635K +5,816 +21%
QCM
1891
Quest Capital Management
Texas
$3.87M +$1.49M +13,613 +71%
KFP
1892
Keystone Financial Planning
Ohio
$3.87M
ACM
1893
Alta Capital Management
Utah
$3.87M +$165K +1,510 +5%
BCM
1894
Brown Capital Management
Maryland
$3.87M +$138K +1,262 +4%
LB
1895
Landmark Bank
Missouri
$3.86M -$311K -2,854 -8%
BFC
1896
Bedel Financial Consulting
Indiana
$3.86M -$42.5K -390 -1%
ECM
1897
Elgethun Capital Management
South Dakota
$3.86M +$62.1K +569 +2%
BCM
1898
Brookmont Capital Management
Texas
$3.86M +$4.91K +45 +0.1%
DBRC
1899
D.B. Root & Company
Pennsylvania
$3.85M +$313K +2,873 +10%
SW
1900
SlateStone Wealth
Florida
$3.85M +$1.29M +11,818 +57%

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.