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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
LHC
1901
Little House Capital
Massachusetts
$3.84M +$313K +2,873 +10%
CHA
1902
Carmichael Hill & Associates
Maryland
$3.83M +$13.3K +122 +0.4%
SB
1903
Strategic Blueprint
Georgia
$3.82M -$377K -3,457 -10%
CC
1904
Centiva Capital
New York
$3.81M +$1.17M +10,700 +50%
WP
1905
WealthPLAN Partners
Nebraska
$3.8M +$106K +969 +3%
AAM
1906
Ascension Asset Management
New York
$3.8M -$29K -266 -0.8%
HI
1907
Harrington Investments
California
$3.79M +$21.1K +193 +0.6%
MCM
1908
Manchester Capital Management
Vermont
$3.78M +$893K +8,187 +34%
JT
1909
Jump Trading
Illinois
$3.77M +$3.49M +32,007 New
IP
1910
Investment Partners
Ohio
$3.77M -$19.6K -180 -0.6%
LCH
1911
Lee Capital Holdings
New York
$3.77M
LA
1912
Lau Associates
Delaware
$3.77M -$175K -1,600 -5%
MWM
1913
Modera Wealth Management
New Jersey
$3.76M -$20.7K -190 -0.6%
GP
1914
Geneva Partners
Wisconsin
$3.75M +$1.95M +17,916 +129%
FMLI
1915
Fukoku Mutual Life Insurance
Japan
$3.75M -$818K -7,500 -19%
GIC
1916
Gantzert Investment Company
Illinois
$3.75M +$20.7K +190 +0.6%
BIA
1917
BMT Investment Advisors
Pennsylvania
$3.72M
CC
1918
Cedar Capital
Illinois
$3.72M +$103K +945 +3%
BWA
1919
BDO Wealth Advisors
Florida
$3.71M +$117K +1,070 +4%
RHAM
1920
Round Hill Asset Management
California
$3.71M -$291K -2,670 -8%
SIAP
1921
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.7M +$6.33K +58 +0.2%
BPWA
1922
Beacon Pointe Wealth Advisors
California
$3.69M +$281K +2,571 +9%
CA
1923
Cumberland Advisors
Florida
$3.69M -$196K -1,800 -5%
LC
1924
LCNB Corp
Ohio
$3.68M +$15.9K +146 +0.5%
HWMG
1925
Hurlow Wealth Management Group
Indiana
$3.67M +$218 +2 +0%

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.