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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
SS
2076
Sunbelt Securities
Texas
$2.88M -$2.62K -24 -0.1%
JCM
2077
Jacobi Capital Management
Pennsylvania
$2.88M -$186K -1,707 -7%
FA
2078
FCG Advisors
New Jersey
$2.87M -$65.7K -602 -2%
CYG
2079
Clean Yield Group
Vermont
$2.87M -$826K -7,574 -24%
ATIA
2080
American Trust Investment Advisors
New Hampshire
$2.87M -$668K -6,121 -20%
ACM
2081
Advisors Capital Management
New Jersey
$2.87M +$66.8K +612 +3%
KS
2082
Karpas Strategies
Connecticut
$2.86M +$9.38K +86 +0.4%
KCM
2083
Karp Capital Management
California
$2.86M +$1.95M +17,916 +284%
VLC
2084
Van Leeuwen & Company
New Jersey
$2.85M -$88.9K -815 -3%
BW
2085
Bison Wealth
Georgia
$2.82M -$63.1K -578 -2%
CA
2086
Calton & Associates
Florida
$2.81M +$69K +632 +3%
SCP
2087
Shorepoint Capital Partners
Massachusetts
$2.8M +$2.59M +23,775 New
MIM
2088
Moseley Investment Management
Florida
$2.79M +$2.58M +23,684 New
RCM
2089
Requisite Capital Management
Texas
$2.79M +$651K +5,965 +34%
SC
2090
Sovarnum Capital
New York
$2.77M -$164K -1,500 -6%
KC
2091
Kepos Capital
New York
$2.77M +$2.56M +23,500 New
Rafferty Asset Management
2092
Rafferty Asset Management
New York
$2.77M +$892K +8,172 +53%
PAM
2093
Paradigm Asset Management
New York
$2.77M -$131K -1,200 -5%
AFP
2094
Ausdal Financial Partners
Iowa
$2.76M +$209K +1,912 +9%
BWM
2095
BerganKDV Wealth Management
Minnesota
$2.75M +$184K +1,687 +8%
WorldQuant Millennium Advisors
2096
WorldQuant Millennium Advisors
New York
$2.74M +$1.49M +13,655 +142%
CCM
2097
Community Capital Management
Florida
$2.74M
HCM
2098
HMS Capital Management
Tennessee
$2.73M -$339K -3,105 -12%
SAM
2099
Symphony Asset Management
California
$2.73M +$405K +3,708 +19%
HR
2100
Hayden Royal
North Carolina
$2.72M -$5.99M -54,863 -70%

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.