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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
DI
2451
DAGCO Inc
Ohio
$1.4M +$218 +2 +0%
ZF
2452
Zhang Financial
Michigan
$1.4M +$576K +5,276 +80%
MFP
2453
Meridian Financial Partners
Virginia
$1.4M +$10.1K +93 +0.8%
EM
2454
ELCO Management
New York
$1.4M +$9.27K +85 +0.7%
SAM
2455
Summit Asset Management
Tennessee
$1.39M -$22.4K -205 -2%
PGA
2456
Premia Global Advisors
Florida
$1.39M +$1.29M +11,827 New
PSC
2457
Prentiss Smith & Co
Vermont
$1.39M +$10.9K +100 +0.9%
APW
2458
Acima Private Wealth
Virginia
$1.39M +$93.2K +854 +8%
TWI
2459
Thomas White International
Illinois
$1.39M +$285K +2,610 +29%
EGA
2460
E&G Advisors
Texas
$1.39M -$43.5K -399 -3%
BOE
2461
Bank of Edwardsville
Illinois
$1.38M +$1.28M +11,732 New
RVPG
2462
Relative Value Partners Group
$1.38M
SQA
2463
Simon Quick Advisors
New Jersey
$1.38M +$142K +1,298 +12%
GIM
2464
Guild Investment Management
California
$1.38M +$1.27M +11,680 New
PCM
2465
Pointe Capital Management
Michigan
$1.37M -$5.24K -48 -0.4%
BCP
2466
Berkeley Capital Partners
Georgia
$1.37M +$32.3K +296 +3%
JIP
2467
JBJ Investment Partners
South Carolina
$1.36M +$1.26M +11,551 New
GCA
2468
Genesee Capital Advisors
New York
$1.36M -$7.75K -71 -0.6%
QCMC
2469
Quantum Capital Management (California)
California
$1.36M -$14.8K -136 -1%
WMA
2470
Wealth Management Associates
New Jersey
$1.36M +$213K +1,948 +20%
CIAS
2471
Capital Investment Advisory Services
North Carolina
$1.36M +$29.8K +273 +2%
PCIA
2472
Prime Capital Investment Advisors
Kansas
$1.36M -$1M -9,183 -44%
WCG
2473
Weaver Consulting Group
California
$1.36M +$1.12M +10,238 New
SHA
2474
Seneca House Advisors
Virginia
$1.36M +$71.7K +657 +6%
EM
2475
Emancipation Management
New York
$1.35M +$327K +3,000 +35%

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.