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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
IRC
2326
Investors Research Corp
Georgia
$1.83M +$10.9K +100 +0.6%
FHC
2327
First Heartland Consultants
Missouri
$1.82M +$229K +2,101 +16%
FC
2328
Forte Capital
New York
$1.82M -$20.2K -185 -1%
DM
2329
Diker Management
New York
$1.81M
ESB
2330
Essex Savings Bank
Connecticut
$1.8M -$199K -1,823 -11%
MSA
2331
Marino Stram & Associates
Massachusetts
$1.8M +$55.4K +508 +3%
MCG
2332
MACRO Consulting Group
New Jersey
$1.8M -$302K -2,764 -15%
SWA
2333
Stratos Wealth Advisors
Ohio
$1.8M +$63.5K +582 +4%
RFN
2334
RDA Financial Network
Iowa
$1.79M +$1.62M +14,832 New
NA
2335
Navellier & Associates
Nevada
$1.79M -$94.3K -864 -5%
ACM
2336
Ashford Capital Management
Delaware
$1.79M -$65.5K -600 -4%
SLA
2337
Silver Lake Advisory
Utah
$1.79M -$241K -2,212 -13%
CFA
2338
Cahill Financial Advisors
Minnesota
$1.78M -$62.3K -571 -4%
LMIM
2339
Lockheed Martin Investment Management
Maryland
$1.77M
UFG
2340
United Fire Group
Iowa
$1.77M
GLLW
2341
Graves Light Lenhart Wealth
Virginia
$1.77M +$88.4K +810 +6%
RW
2342
REDW Wealth
New Mexico
$1.77M -$21.7K -199 -1%
MC
2343
Matisse Capital
Oregon
$1.76M -$52.5K -481 -3%
NERM
2344
New England Research & Management
Illinois
$1.76M +$92.7K +850 +6%
TCM
2345
Traynor Capital Management
Pennsylvania
$1.76M +$185K +1,699 +13%
NWS
2346
Newport Wealth Strategies
California
$1.76M +$320K +2,936 +25%
BEC
2347
Blue Edge Capital
Virginia
$1.76M -$516K -4,729 -24%
SSW
2348
Smith Shellnut Wilson
Mississippi
$1.75M +$45.6K +418 +3%
AGA
2349
Accuvest Global Advisors
Utah
$1.75M +$1.24M +11,379 +325%
IBOK
2350
Independence Bank of Kentucky
Kentucky
$1.75M -$10.4K -95 -0.6%

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.