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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
HCA
2026
Harbour Capital Advisors
Virginia
$3.1M -$8.18K -75 -0.3%
FI
2027
Fosun International
China
$3.08M -$2.47M -22,623 -46%
NPP
2028
New Potomac Partners
Maryland
$3.08M -$197K -1,810 -6%
CIA
2029
CSat Investment Advisory
Michigan
$3.08M -$93.3K -855 -3%
LAIC
2030
Lederer & Associates Investment Counsel
California
$3.07M -$575K -5,274 -17%
LC
2031
Lourd Capital
California
$3.06M -$646K -5,923 -19%
FIM
2032
Fruth Investment Management
Texas
$3.05M -$139K -1,275 -5%
PIM
2033
Platinum Investment Management
Australia
$3.05M +$287K +2,635 +11%
RFA
2034
Reilly Financial Advisors
California
$3.04M +$111K +1,021 +4%
HI
2035
Human Investing
Oregon
$3.04M -$119K -1,094 -4%
BCWM
2036
Blue Chip Wealth Management
Florida
$3.03M +$18.7K +171 +0.7%
CWS
2037
Cypress Wealth Services
California
$3.03M +$395K +3,617 +16%
PL
2038
Plancorp LLC
Missouri
$3.02M +$306K +2,801 +12%
PV
2039
Private Vista
Illinois
$3.02M +$10.7K +98 +0.4%
IWC
2040
Integrated Wealth Concepts
Massachusetts
$3.02M +$558K +5,111 +25%
SIM
2041
Stratos Investment Management
Ohio
$3.02M +$2.79M +25,563 New
SSA
2042
South Street Advisors
New York
$3M +$538K +4,930 +24%
TPA
2043
Trivium Point Advisory
Connecticut
$3M +$229K +2,100 +9%
VSWA
2044
Vontobel Swiss Wealth Advisors
Switzerland
$2.99M +$2.81M +25,712 New
FCA
2045
FinTrust Capital Advisors
South Carolina
$2.98M -$88.7K -813 -3%
CG
2046
Cutler Group
California
$2.98M -$22.9M -210,201 -89%
CCG
2047
Ceeto Capital Group
Florida
$2.97M
AIM
2048
ARGA Investment Management
Connecticut
$2.97M
LSPW
2049
Lake Street Private Wealth
Illinois
$2.97M +$2.75M +25,162 New
WP
2050
WealthSource Partners
California
$2.97M +$1.07M +9,852 +64%

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.