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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
WA
2401
Wealth Architects
California
$1.58M -$288K -2,642 -16%
AFA
2402
Abacus FCF Advisors
Florida
$1.58M +$69.5K +637 +5%
SWRP
2403
Summit Wealth & Retirement Planning
California
$1.58M -$124K -1,137 -8%
BI
2404
Bramshill Investments
Florida
$1.57M -$623K -5,714 -30%
AC
2405
Addison Capital
Pennsylvania
$1.57M -$10.9K -100 -0.7%
JA
2406
JOYN Advisors
Georgia
$1.57M -$553K -5,068 -28%
CAN
2407
Claraphi Advisory Network
United States
$1.56M -$135K -1,239 -9%
CPA
2408
Cowen Prime Advisors
New York
$1.56M
SC
2409
Schulhoff & Co
Ohio
$1.56M +$21.8K +200 +2%
APG
2410
Abacus Planning Group
South Carolina
$1.56M +$109K +1,000 +8%
GCM
2411
Gables Capital Management
Florida
$1.55M -$43.6K -400 -3%
DC
2412
Diametric Capital
Massachusetts
$1.55M +$1.43M +13,116 New
TRAM
2413
Tuscan Ridge Asset Management
Illinois
$1.54M +$780K +7,152 +121%
SLF
2414
Sun Life Financial
Ontario, Canada
$1.54M -$881K -8,074 -38%
CC
2415
Capital Counsel
New York
$1.54M +$8.18K +75 +0.6%
ATPW
2416
Ashton Thomas Private Wealth
Arizona
$1.54M +$1.42M +13,052 New
CGA
2417
Crescent Grove Advisors
Illinois
$1.54M +$21.6K +198 +2%
BWA
2418
Burt Wealth Advisors
Maryland
$1.53M +$296K +2,713 +26%
AF
2419
Affiance Financial
Minnesota
$1.53M -$134K -1,230 -9%
AFS
2420
Access Financial Services
Minnesota
$1.53M +$18K +165 +1%
WAG
2421
Winthrop Advisory Group
Massachusetts
$1.53M +$114K +1,045 +9%
DG
2422
Delek Group
Israel
$1.52M -$122K -1,118 -8%
CA
2423
Capital Advantage
California
$1.52M -$662K -6,064 -32%
VWA
2424
VERITY Wealth Advisors
United States
$1.52M
NCM
2425
Noesis Capital Mangement
Florida
$1.51M +$89.6K +821 +7%

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.