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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
GF
426
Gabelli Funds
New York
$87.7M
CI
427
Clal Insurance
Israel
$87.1M +$43.5M +398,654 +117%
HMP
428
HS Management Partners
New York
$87M +$21.4M +196,333 +36%
CAM
429
Congress Asset Management
Massachusetts
$86.7M -$1.06M -9,715 -1%
FDCDDQ
430
Federation des caisses Desjardins du Quebec
Quebec, Canada
$86.4M +$9.48M +86,873 +13%
MIFH
431
Migdal Insurance & Financial Holdings
Israel
$86.4M +$15.4M +141,170 +24%
CTB
432
Country Trust Bank
Illinois
$85.8M +$17.1M +156,300 +27%
Cambridge Investment Research Advisors
433
Cambridge Investment Research Advisors
Iowa
$85.6M +$2.97M +27,191 +4%
DWA
434
Douglass Winthrop Advisors
New York
$84.5M +$1.78M +16,288 +2%
Mariner
435
Mariner
Kansas
$84.3M +$23.1M +211,808 +31%
AIA
436
Avalon Investment & Advisory
Texas
$84.2M -$1.69M -15,525 -2%
AG
437
Advisor Group
Arizona
$83.9M +$1.69M +15,507 +2%
WT
438
Whittier Trust
California
$82.7M +$1.08M +9,913 +1%
TF
439
TIAA FSB
Florida
$82.4M +$4.56M +41,762 +6%
TCM
440
Twin Capital Management
Pennsylvania
$81M +$1.46M +13,360 +2%
STMM
441
South Texas Money Management
Texas
$80.2M +$360K +3,301 +0.5%
IC
442
Inverness Counsel
New York
$79.8M -$371K -3,404 -0.5%
SCA
443
STALEY CAPITAL ADVISERS
Pennsylvania
$79M -$977K -8,953 -1%
BCM
444
Becker Capital Management
Oregon
$78.4M -$252K -2,309 -0.3%
PI
445
PineBridge Investments
New York
$78M -$6.88M -63,016 -9%
MCM
446
Marsico Capital Management
Colorado
$76.9M +$218K +1,994 +0.3%
CTA
447
Carillon Tower Advisers
Florida
$76.4M +$39M +357,108 +123%
NMERB
448
New Mexico Educational Retirement Board
New Mexico
$76M -$1.79M -16,400 -2%
Citadel Advisors
449
Citadel Advisors
Florida
$75.8M -$98M -897,876 -58%
JIC
450
Johnson Investment Counsel
Ohio
$75.2M -$3.13M -28,709 -4%

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.