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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
CWA
2426
Cypress Wealth Advisors
California
$1.51M -$214K -1,960 -13%
AWA
2427
Acorn Wealth Advisors
Michigan
$1.51M -$10.6K -97 -0.8%
BWM
2428
BT Wealth Management
Georgia
$1.5M -$873K -8,003 -39%
AIM
2429
ARK Investment Management
Florida
$1.5M -$225K -2,065 -14%
SCM
2430
Sterneck Capital Management
Missouri
$1.5M -$114K -1,043 -8%
SAA
2431
Southeast Asset Advisors
Georgia
$1.5M -$4.58K -42 -0.3%
HAM
2432
Harber Asset Management
North Carolina
$1.48M -$6.09M -55,862 -82%
UH
2433
Unigestion Holding
Switzerland
$1.48M -$396K -3,633 -22%
ONST
2434
Old North State Trust
North Carolina
$1.48M +$236K +2,159 +21%
JPC
2435
Jabodon PT Co
Nevada
$1.47M +$1.36M +12,486 New
BFPW
2436
BOK Financial Private Wealth
Colorado
$1.47M -$122K -1,115 -8%
FDS
2437
Freedom Day Solutions
Texas
$1.46M +$253K +2,317 +23%
WCF
2438
West Coast Financial
California
$1.46M +$538K +4,935 +66%
CAL
2439
Capital Advisors Ltd
Ohio
$1.45M
IA
2440
Independence Advisors
Pennsylvania
$1.45M +$180K +1,650 +15%
GCM
2441
Glynn Capital Management
California
$1.45M
QPWM
2442
Quadrant Private Wealth Management
Pennsylvania
$1.44M -$16.7K -153 -1%
AIA
2443
Alera Investment Advisors
Illinois
$1.44M -$171K -1,567 -11%
GC
2444
Gilbert & Cook
Iowa
$1.44M +$62.4K +572 +5%
MIAS
2445
Mason Investment Advisory Services
Virginia
$1.43M +$1.33M +12,162 New
POIA
2446
Pin Oak Investment Advisors
Texas
$1.43M +$25.7K +236 +2%
OCG
2447
Opus Capital Group
Ohio
$1.43M -$13.6K -125 -1%
GFP
2448
Gryphon Financial Partners
Ohio
$1.42M -$730K -6,695 -36%
HA
2449
Harfst & Associates
Wyoming
$1.41M -$72K -660 -5%
FNBSF
2450
First National Bank Sioux Falls
South Dakota
$1.41M

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.