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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
GFS
2301
GYL Financial Synergies
Connecticut
$1.91M -$41.8K -383 -2%
NC
2302
Noked Capital
Israel
$1.91M
NI
2303
Noked Israel
Israel
$1.91M
RCG
2304
Rock Creek Group
District of Columbia
$1.9M +$138K +1,261 +8%
DW
2305
Domani Wealth
Pennsylvania
$1.9M +$205K +1,880 +13%
AI
2306
Accredited Investors
Minnesota
$1.89M +$226K +2,076 +15%
Capstone Investment Advisors
2307
Capstone Investment Advisors
New York
$1.89M -$7.02M -64,345 -80%
PSG
2308
Planning Solutions Group
Maryland
$1.89M -$80.4K -737 -4%
PG
2309
Proffitt & Goodson
Tennessee
$1.89M -$3.6K -33 -0.2%
KA
2310
Klingman & Associates
New York
$1.89M +$110K +1,007 +7%
PI
2311
Pettee Investors
Connecticut
$1.88M +$30K +275 +2%
PK
2312
Pflug Koory
Nebraska
$1.88M
OCM
2313
Orser Capital Management
Texas
$1.88M +$177K +1,621 +11%
SCM
2314
Snow Capital Management
Pennsylvania
$1.88M
AIA
2315
Angeles Investment Advisors
California
$1.87M +$192K +1,759 +13%
GP
2316
Greenline Partners
New York
$1.86M -$22.9K -210 -1%
TAMH
2317
Taikang Asset Management (HK)
Hong Kong
$1.86M
NCM
2318
Northstar Capital Management
New York
$1.86M
ITIM
2319
Indiana Trust & Investment Management
Indiana
$1.86M +$86K +788 +5%
HJA
2320
Hugh Johnson Advisors
New York
$1.86M -$17K -156 -1%
MC
2321
Miles Capital
Iowa
$1.85M -$93.6K -858 -5%
ACA
2322
Atlas Capital Advisors
Wyoming
$1.84M +$145K +1,333 +9%
SFWA
2323
Summit Financial Wealth Advisors
Louisiana
$1.84M -$51.1K -468 -3%
BMC
2324
Beaton Management Company
Massachusetts
$1.83M +$7.64K +70 +0.5%
CB
2325
CNB Bank
Pennsylvania
$1.83M +$537K +4,924 +46%

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.