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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
WCM
2051
Windward Capital Management
California
$2.97M -$23.3K -214 -0.8%
CWG
2052
Cornerstone Wealth Group
North Carolina
$2.96M +$2.74M +25,135 New
CMI
2053
Cider Mill Investments
Connecticut
$2.96M -$11.5M -105,400 -81%
EWM
2054
Endurance Wealth Management
Rhode Island
$2.96M -$24.5K -225 -0.9%
TC
2055
Truvestments Capital
Florida
$2.95M +$2.73M +25,046 New
HA
2056
Harbor Advisors
Florida
$2.95M
LOAMU
2057
Lombard Odier Asset Management (USA)
New York
$2.95M
KFBMI
2058
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.95M
9WM
2059
9258 Wealth Management
Ohio
$2.94M -$460K -4,215 -14%
RCP
2060
Rothschild Capital Partners
New York
$2.94M +$2.72M +24,892 New
KIG
2061
Kessler Investment Group
Indiana
$2.93M -$3.83M -35,061 -59%
FI
2062
FormulaFolio Investments
Michigan
$2.93M +$247K +2,263 +10%
CCM
2063
Cribstone Capital Management
Maine
$2.92M -$1.26M -11,552 -32%
CI
2064
CX Institutional
Indiana
$2.92M +$450K +4,128 +20%
AFC
2065
AFT Forsyth & Company
Florida
$2.92M -$13.6K -125 -0.5%
MCM
2066
Matarin Capital Management
New York
$2.92M -$1.85K -17 -0.1%
HFBOT
2067
Home Federal Bank of Tennessee
Tennessee
$2.92M -$8.29K -76 -0.3%
TPWA
2068
TRUE Private Wealth Advisors
Oregon
$2.9M -$2.85M -26,080 -51%
SAM
2069
Shamrock Asset Management
Texas
$2.9M +$17.6K +161 +0.7%
NCM
2070
Northside Capital Management
Oregon
$2.89M
VAG
2071
VisionPoint Advisory Group
Texas
$2.89M +$30.4K +279 +1%
RM
2072
Resource Management
Louisiana
$2.89M +$311K +2,851 +13%
FFC
2073
First Financial Corp
Indiana
$2.88M +$28.5K +261 +1%
ODCM
2074
Old Dominion Capital Management
Virginia
$2.88M +$2.29K +21 +0.1%
UBG
2075
United Bank (Georgia)
Georgia
$2.88M +$250K +2,294 +10%

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.