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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
SSM
326
Sound Shore Management
Connecticut
$146M -$3.14M -28,772 -2%
FFA
327
First Foundation Advisors
California
$145M -$321K -2,943 -0.2%
RCAMU
328
Rothschild & Co Asset Management US
Connecticut
$145M -$2.42M -22,138 -2%
Holocene Advisors
329
Holocene Advisors
New York
$144M +$133M +1,222,308 New
FWCM
330
Ferguson Wellman Capital Management
Oregon
$144M +$656K +6,017 +0.5%
BMO
331
Beck Mack & Oliver
New York
$141M -$1.84M -16,900 -1%
MOACM
332
Mutual of America Capital Management
New York
$140M -$905K -8,298 -0.7%
FI
333
Focused Investors
California
$140M -$4.15M -38,000 -3%
WHG
334
Westwood Holdings Group
Texas
$139M -$10.6M -97,367 -8%
CRM
335
Cardano Risk Management
Netherlands
$139M +$2.57M +23,590 +2%
SCCM
336
Schafer Cullen Capital Management
New York
$138M -$4.12M -37,779 -3%
NMIMC
337
Northwestern Mutual Investment Management Company
Wisconsin
$137M +$373K +3,418 +0.3%
MAM
338
Martingale Asset Management
Massachusetts
$137M +$6.3M +57,785 +5%
HNB
339
Huntington National Bank
Ohio
$137M -$3.22M -29,496 -2%
CIM
340
Confluence Investment Management
Missouri
$136M -$11.6M -106,626 -8%
NAM
341
Nissay Asset Management
Japan
$136M +$17.3M +158,708 +16%
SC
342
Scotia Capital
Ontario, Canada
$136M +$6.77M +62,060 +6%
UCFA
343
United Capital Financial Advisors
Texas
$135M +$882K +8,084 +0.7%
AB
344
Amalgamated Bank
New York
$134M +$2.96M +27,145 +2%
VNIM
345
Vaughan Nelson Investment Management
Texas
$133M +$1.21M +11,067 +1%
PCM
346
Palestra Capital Management
New York
$133M -$49.6M -454,650 -29%
CAM
347
Close Asset Management
United Kingdom
$133M +$123M +1,129,116 +421,312%
MCIM
348
Meadow Creek Investment Management
Georgia
$132M +$9.88M +90,574 +9%
William Blair Investment Management
349
William Blair Investment Management
Illinois
$132M -$2.34M -21,476 -2%
KCM
350
Kornitzer Capital Management
Kansas
$131M -$3.22M -29,542 -3%

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.