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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
BCA
2376
Berman Capital Advisors
Georgia
$1.67M +$334K +3,065 +28%
SXL
2377
Summit X LLC
Missouri
$1.66M +$343K +3,141 +29%
SBWM
2378
Sunflower Bank Wealth Management
Arizona
$1.66M -$7.64K -70 -0.5%
CA
2379
Cornerstone Advisory
Maryland
$1.65M +$140K +1,286 +10%
DA
2380
DSC Advisors
Illinois
$1.64M +$123K +1,126 +9%
CFG
2381
CMC Financial Group
Georgia
$1.64M +$201K +1,842 +15%
BCM
2382
Breiter Capital Management
Florida
$1.64M +$235K +2,157 +14%
AG
2383
AlphaSimPlex Group
Massachusetts
$1.64M -$268K -2,452 -15%
SWP
2384
Strategic Wealth Partners
Ohio
$1.63M +$329K +3,012 +28%
LWA
2385
Lenox Wealth Advisors
New York
$1.63M -$20.5K -188 -1%
FNBOH
2386
First National Bank of Hutchinson
Kansas
$1.63M +$36.8K +337 +3%
MCP
2387
Mirador Capital Partners
California
$1.63M +$1.28M +11,771 +574%
AAM
2388
AR Asset Management
California
$1.63M
IFS
2389
Ifrah Financial Services
Arkansas
$1.62M -$14.1K -129 -0.9%
FMB
2390
Field & Main Bank
Kentucky
$1.62M +$1.5M +13,750 New
ACG
2391
Allen Capital Group
Nebraska
$1.61M -$19K -174 -1%
CWM
2392
Circle Wealth Management
New Jersey
$1.61M +$124K +1,133 +9%
CW
2393
CreativeOne Wealth
Kansas
$1.61M +$400K +3,669 +37%
W
2394
Wealthquest
Ohio
$1.6M -$52.5K -481 -3%
DWM
2395
Destination Wealth Management
California
$1.6M +$44.7K +410 +3%
BBA
2396
Braun-Bostich & Associates
Pennsylvania
$1.59M -$498K -4,563 -25%
SA
2397
Sicart Associates
New York
$1.59M
LB
2398
Legacy Bridge
Iowa
$1.59M -$5.46K -50 -0.4%
OFW
2399
Omnia Family Wealth
Florida
$1.58M -$30.7K -281 -2%
LSCM
2400
LaSalle Street Capital Management
Illinois
$1.58M

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.