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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
AAM
2151
American Asset Management
Florida
$2.46M +$38.5K +353 +2%
FL
2152
Fort LP
Maryland
$2.46M +$562K +5,152 +33%
GI
2153
Gradient Investments
Minnesota
$2.46M +$789K +7,228 +53%
OCA
2154
Otter Creek Advisors
Florida
$2.46M -$212K -1,940 -9%
WIP
2155
Wellesley Investment Partners
Massachusetts
$2.45M -$25.1K -230 -1%
PFO
2156
Pathstone Family Office
New Jersey
$2.45M +$1.83M +16,756 +417%
SWA
2157
Sutton Wealth Advisors
Florida
$2.45M -$5.02K -46 -0.2%
SCA
2158
Strategic Capital Advisers
Colorado
$2.45M +$505K +4,633 +29%
PB
2159
Pinnacle Bancorp
Nebraska
$2.44M +$69.3K +635 +3%
CPO
2160
Cerity Partners OCIO
New York
$2.44M -$30.5K -280 -1%
SM
2161
Sciencast Management
New Jersey
$2.44M +$1.1M +10,042 +96%
PWP
2162
Principle Wealth Partners
Connecticut
$2.44M +$1.07M +9,818 +91%
BOPW
2163
Brandywine Oak Private Wealth
Pennsylvania
$2.43M +$66.7K +611 +3%
KCPG
2164
Kavar Capital Partners Group
Kansas
$2.43M +$431K +3,948 +24%
GBT
2165
Grove Bank & Trust
Florida
$2.42M +$134K +1,230 +6%
QCM
2166
Quadrant Capital Management
New Jersey
$2.41M +$8.84K +81 +0.4%
RA
2167
RFG Advisory
Alabama
$2.41M -$227K -2,079 -9%
MBT
2168
Monroe Bank & Trust
Michigan
$2.41M -$119K -1,088 -5%
BIM
2169
Beach Investment Management
Pennsylvania
$2.4M +$349K +3,200 +19%
LF
2170
Lee Financial
Texas
$2.4M +$221K +2,025 +11%
WPA
2171
West Paces Advisors
Georgia
$2.4M +$1.42K +13 +0.1%
LCM
2172
Leisure Capital Management
California
$2.4M +$5.24K +48 +0.2%
BWM
2173
Baystate Wealth Management
Massachusetts
$2.4M +$79.5K +729 +4%
WCM
2174
Wunderlich Capital Managemnt
Tennessee
$2.38M -$11.2K -103 -0.5%
ADBIC
2175
A.D. Beadell Investment Counsel
Wisconsin
$2.38M -$65.5K -600 -3%

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.