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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
CIM
1926
CIM Investment Management
Pennsylvania
$3.67M +$575K +5,274 +20%
DWM
1927
Darwin Wealth Management
Florida
$3.67M +$2.36M +21,613 +228%
HCM
1928
Highlander Capital Management
New Jersey
$3.66M -$349K -3,201 -9%
VCA
1929
Verdence Capital Advisors
Maryland
$3.66M -$4.16M -38,090 -55%
OCM
1930
Orleans Capital Management
Louisiana
$3.66M -$109K -1,000 -3%
GAG
1931
GM Advisory Group
New York
$3.64M +$40.5K +371 +1%
PWSG
1932
Pacific Wealth Strategies Group
California
$3.64M +$85.8K +786 +3%
MFG
1933
Magnus Financial Group
New York
$3.62M +$40K +367 +1%
GRP
1934
Global Retirement Partners
California
$3.62M +$110K +1,004 +3%
SAMC
1935
Spectrum Asset Management (California)
California
$3.61M -$213K -1,950 -6%
SFA
1936
Stewardship Financial Advisors
Georgia
$3.61M -$71.6K -656 -2%
HIM
1937
Herald Investment Management
United Kingdom
$3.61M
NB
1938
Northwest Bancshares
Pennsylvania
$3.61M -$19.1K -175 -0.6%
WAOTB
1939
Wealth Advisors of Tampa Bay
Florida
$3.6M -$576K -5,277 -15%
BHBT
1940
Burke & Herbert Bank & Trust
Virginia
$3.6M +$66.8K +612 +2%
CFGS
1941
Concourse Financial Group Securities
Alabama
$3.6M +$389K +3,563 +13%
EAM
1942
Eukles Asset Management
Ohio
$3.59M -$6.87K -63 -0.2%
HFA
1943
HC Financial Advisors
California
$3.59M +$3.32M +30,431 New
ARMC
1944
American Research & Management Company
Massachusetts
$3.59M +$389K +3,563 +13%
TI
1945
Tidal Investments
Wisconsin
$3.56M -$79.1K -725 -2%
MMPW
1946
Mitchell McLeod Pugh & Williams
Alabama
$3.56M +$112K +1,031 +4%
DSAM
1947
Dock Street Asset Management
Florida
$3.55M +$21.8K +200 +0.7%
ANB
1948
Amarillo National Bank
Texas
$3.55M -$499K -4,574 -13%
ECM
1949
EagleClaw Capital Management
Massachusetts
$3.55M -$188K -1,725 -5%
PL
1950
Perpetual Ltd
Australia
$3.55M -$76.4K -700 -2%

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.