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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
RWM
2001
RBA Wealth Management
California
$3.26M +$2.96M +27,102 New
CRCM
2002
Crystal Rock Capital Management
Illinois
$3.25M
SCP
2003
Stamos Capital Partners
California
$3.24M -$2.23M -20,400 -41%
PWA
2004
Providence Wealth Advisors
Illinois
$3.24M -$25.1K -230 -0.8%
GIM
2005
Guardian Investment Management
California
$3.23M -$364K -3,340 -11%
VCM
2006
Versant Capital Management
Arizona
$3.23M +$14.7K +135 +0.5%
ACM
2007
Alpha Capital Management
Texas
$3.22M -$70.3K -644 -2%
MIC
2008
Meridian Investment Counsel
California
$3.21M
CIP
2009
Capital Insight Partners
Arizona
$3.21M -$30.5K -280 -1%
CPA
2010
Clear Perspective Advisors
Illinois
$3.21M +$612K +5,605 +27%
GI
2011
GS Investments
Minnesota
$3.19M -$2.73K -25 -0.1%
BHA
2012
Beech Hill Advisors
New York
$3.19M +$2.95M +27,080 New
AIC
2013
Ameritas Investment Company
Nebraska
$3.19M +$2.95M +27,064 New
IIA
2014
IPG Investment Advisors
California
$3.19M -$1.31K -12 -0%
S
2015
SimplyRich
California
$3.17M +$2.4K +22 +0.1%
OAM
2016
Occidental Asset Management
California
$3.17M +$154K +1,416 +6%
WWM
2017
Windsor Wealth Management
Indiana
$3.16M +$177K +1,624 +6%
AIM
2018
AMI Investment Management
Indiana
$3.16M
WA1
2019
Wimmer Associates 1
California
$3.15M -$327 -3 -0%
NFG
2020
Nadler Financial Group
Illinois
$3.14M -$108K -990 -4%
JDR
2021
Jay D. Rosenbaum
$3.13M -$9.27K -85 -0.3%
LCM
2022
Laurion Capital Management
New York
$3.13M +$2.89M +26,513 New
AIM
2023
Aspen Investment Management
Michigan
$3.13M -$11.7K -107 -0.4%
SCM
2024
Southport Capital Management
Tennessee
$3.12M -$14.1K -129 -0.5%
DMC
2025
Drexel Morgan & Co
Pennsylvania
$3.11M +$47.7K +437 +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.