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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
Fuller & Thaler Asset Management
1976
Fuller & Thaler Asset Management
California
$3.37M -$738K -6,760 -19%
BIM
1977
Baldwin Investment Management
Pennsylvania
$3.36M -$54.6K -500 -2%
PWMAG
1978
Pinnacle Wealth Management Advisory Group
New Jersey
$3.35M -$62.7K -575 -2%
TA
1979
TFG Advisers
Michigan
$3.35M +$29.5K +270 +1%
QT
1980
Quantbot Technologies
New York
$3.34M -$398K -3,647 -11%
LA
1981
Legacy Advisors
Pennsylvania
$3.34M +$1.74M +15,913 +128%
AWM
1982
Affinity Wealth Management
Delaware
$3.34M -$23.9K -219 -0.8%
SG
1983
Somerset Group
Minnesota
$3.33M +$6.76K +62 +0.2%
RBFC
1984
Roman Butler Fullerton & Co
Missouri
$3.33M +$176K +1,613 +6%
PHIMC
1985
Private Harbour Investment Management & Counsel
Ohio
$3.33M -$123K -1,125 -4%
SIG
1986
Sargent Investment Group
Maryland
$3.32M -$128K -1,170 -4%
KC
1987
Knuff & Co
California
$3.32M +$158K +1,450 +5%
IA
1988
IFP Advisors
Florida
$3.32M -$10.1M -92,345 -77%
MCM
1989
Marathon Capital Management
Maryland
$3.32M -$150K -1,373 -5%
BIM
1990
Barton Investment Management
Pennsylvania
$3.32M +$9.82K +90 +0.3%
EWG
1991
Executive Wealth Group
Washington
$3.3M +$5.02K +46 +0.2%
MGIA
1992
Moneta Group Investment Advisors
Missouri
$3.29M -$88.4K -810 -3%
IWP
1993
Icon Wealth Partners
Texas
$3.29M +$87K +797 +3%
HCM
1994
Hengehold Capital Management
Ohio
$3.29M +$88.8K +814 +3%
HA
1995
Hamel Associates
New Jersey
$3.28M -$251K -2,300 -8%
CC
1996
Cognios Capital
Kansas
$3.28M -$683K -6,260 -18%
KF
1997
Krilogy Financial
Missouri
$3.28M +$1.92M +17,606 +173%
VHAM
1998
Van Hulzen Asset Management
California
$3.27M -$77.6K -711 -2%
BSB
1999
Bangor Savings Bank
Maine
$3.26M +$1.26M +11,587 +72%
MVA
2000
Mount Vernon Associates
Maryland
$3.26M -$38.4K -352 -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.