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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
CA
526
Cornerstone Advisors
North Carolina
$56.4M +$9.82M +90,000 +23%
CBOA
527
Commonwealth Bank of Australia
Australia
$56.2M -$2.3M -21,106 -4%
CIPU
528
Caledonia Investments plc (UK)
United Kingdom
$56.2M
MML Investors Services
529
MML Investors Services
Massachusetts
$56.2M +$4.15M +38,056 +9%
TAM
530
Trillium Asset Management
Massachusetts
$56.2M +$1.19M +10,932 +2%
II
531
IFM Investors
Australia
$55.8M +$5.47M +50,091 +12%
CFG
532
Citizens Financial Group
Rhode Island
$55.7M +$1.5M +13,746 +3%
CAG
533
Crestwood Advisors Group
Massachusetts
$55.7M +$1.08M +9,857 +2%
BIM
534
Bridges Investment Management
Nebraska
$55.2M +$3.43M +31,437 +7%
NP
535
NS Partners
United Kingdom
$54.5M +$256K +2,349 +0.5%
CM
536
CS McKee
Pennsylvania
$54.5M -$1.73M -15,860 -3%
CEP
537
Chicago Equity Partners
Illinois
$54.4M -$7.95M -72,825 -14%
PMAM
538
Picton Mahoney Asset Management
Ontario, Canada
$54M -$5.38M -49,357 -10%
BAM
539
Barrett Asset Management
New York
$53.9M -$42K -385 -0.1%
BS
540
Banco Santander
Spain
$53.5M -$57.6M -527,740 -54%
CG
541
Colony Group
Massachusetts
$53.3M -$3.25M -29,790 -6%
CIP
542
Chartwell Investment Partners
Pennsylvania
$53.3M -$2.15M -19,729 -4%
HAM
543
Honeycomb Asset Management
New York
$53.1M +$49.1M +450,000 New
JCM
544
Junto Capital Management
New York
$51.9M -$8.74M -80,126 -15%
HCMT
545
Highland Capital Management (Tennessee)
Tennessee
$51.7M -$168K -1,542 -0.4%
FNBOO
546
First National Bank of Omaha
Nebraska
$51.6M -$1.11M -10,189 -2%
BA
547
Boston Advisors
Massachusetts
$51.2M -$7.38M -67,649 -13%
Credit Agricole
548
Credit Agricole
France
$51.1M +$2.09M +19,131 +5%
LCS
549
Levin Capital Strategies
New York
$50.9M -$670K -6,140 -1%
Victory Capital Management
550
Victory Capital Management
Texas
$50.9M -$10.4M -95,132 -18%

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.