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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
PFBT
2251
Parkside Financial Bank & Trust
Missouri
$2.08M -$76.8K -704 -4%
BFA
2252
Brendel Financial Advisors
New Hampshire
$2.07M +$1.91M +17,551 New
CAC
2253
Certified Advisory Corp
Florida
$2.07M +$29.9K +274 +2%
VI
2254
Versor Investments
New York
$2.07M +$689K +6,316 +56%
CWM
2255
Confluence Wealth Management
Oregon
$2.07M +$20K +183 +1%
IDBONY
2256
Israel Discount Bank of New York
New York
$2.06M +$331K +3,035 +21%
WIM
2257
Weitz Investment Management
Nebraska
$2.06M +$273K +2,500 +17%
MWPCG
2258
Measured Wealth Private Client Group
New Hampshire
$2.06M +$478K +4,379 +34%
MFW
2259
Meristem Family Wealth
Minnesota
$2.06M -$38.5K -353 -2%
BCP
2260
Blackhawk Capital Partners
Wisconsin
$2.06M +$70.2K +643 +4%
PCA
2261
Providence Capital Advisors
North Carolina
$2.06M -$416K -3,814 -18%
GLA
2262
Good Life Advisors
Pennsylvania
$2.04M +$23.2K +213 +1%
AMIM
2263
Aull & Monroe Investment Management
Alabama
$2.04M -$98.2K -900 -5%
SH
2264
Svenska Handelsbanken
Sweden
$2.04M +$829K +7,600 +78%
OFG
2265
OmniStar Financial Group
North Carolina
$2.04M +$109K +999 +6%
SIM
2266
SSI Investment Management
California
$2.03M -$4.69K -43 -0.2%
SRSA
2267
S.R. Schill & Associates
Washington
$2.03M +$172K +1,581 +10%
CAG
2268
Csenge Advisory Group
Florida
$2.02M -$453K -4,150 -19%
WI
2269
WrapManager Inc
California
$2.02M +$66K +605 +4%
RWM
2270
Ritholtz Wealth Management
New York
$2.02M +$144K +1,319 +8%
PBT
2271
Pictet Bank & Trust
Bahamas
$2.01M -$907K -8,310 -33%
MS
2272
Marshall & Sullivan
Washington
$2.01M +$143K +1,309 +8%
ACA
2273
Aptus Capital Advisors
Alabama
$2.01M +$1.59M +14,556 +578%
ECAM
2274
East Coast Asset Management
Massachusetts
$2.01M -$8.73K -80 -0.5%
F
2275
F3Logic
Minnesota
$2.01M +$694K +6,357 +60%

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.