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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
AWS
2126
AJ Wealth Strategies
New York
$2.62M -$123K -1,126 -5%
GLI
2127
Guardian Life Insurance
New York
$2.61M +$44.1K +404 +2%
RAM
2128
RWC Asset Management
United Kingdom
$2.61M -$2.67M -24,507 -53%
CH
2129
Canton Hathaway
Rhode Island
$2.6M +$220K +2,020 +10%
PGWM
2130
Parisi Gray Wealth Management
New Jersey
$2.6M -$2.07K -19 -0.1%
EAM
2131
Evanson Asset Management
California
$2.59M -$417K -3,825 -15%
UCMOK
2132
United Capital Management of KS
Kansas
$2.58M +$307K +2,813 +16%
KC
2133
Kingfisher Capital
North Carolina
$2.58M +$44.3K +406 +2%
CMANY
2134
Capital Management Associates (New York)
New York
$2.57M +$32.7K +300 +1%
IAS
2135
IMA Advisory Services
Colorado
$2.57M +$987K +9,048 +71%
AB
2136
AT Bancorp
Iowa
$2.57M -$409K -3,748 -15%
CFS
2137
CRA Financial Services
New Jersey
$2.56M -$109 -1 -0%
FCFC
2138
First Commonwealth Financial Corp
Pennsylvania
$2.56M -$14.5K -133 -0.6%
EML
2139
Eos Management LP
New York
$2.55M
IIM
2140
Intact Investment Management
Quebec, Canada
$2.55M +$185K +1,700 +9%
PIM
2141
Profit Investment Management
Maryland
$2.53M
PH
2142
Pinnacle Holdings
Oklahoma
$2.53M -$3.38K -31 -0.1%
PWMG
2143
Prestige Wealth Management Group
New Jersey
$2.51M -$327K -3,000 -12%
TMAM
2144
Tokio Marine Asset Management
Japan
$2.51M +$258K +2,368 +13%
CCI
2145
Credit Capital Investments
New Jersey
$2.5M
MA
2146
MCF Advisors
Kentucky
$2.5M +$109K +1,001 +5%
BIA
2147
Bigelow Investment Advisors
Maine
$2.49M -$528K -4,835 -19%
VR
2148
Viridian RIA
Washington
$2.48M +$49.6K +455 +2%
FWP
2149
FAS Wealth Partners
Kansas
$2.48M +$7.31K +67 +0.3%
BCM
2150
Boltwood Capital Management
California
$2.47M -$207K -1,900 -8%

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.