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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
SIC
551
Salem Investment Counselors
North Carolina
$50.2M +$2.19M +20,071 +5%
LFDLE
552
La Financiere de L'Echiquier
France
$50.2M +$1.24M +11,373 +3%
LSCM
553
Light Street Capital Management
California
$49.6M -$22M -201,800 -32%
MBI
554
Montrusco Bolton Investments
Quebec, Canada
$49.5M +$7.78M +71,263 +23%
DIA
555
Dana Investment Advisors
Wisconsin
$49.5M -$3.84M -35,154 -8%
PFM
556
Parsec Financial Management
North Carolina
$49.3M -$2.01M -18,438 -4%
GLA
557
Great Lakes Advisors
Illinois
$49.3M +$255K +2,334 +0.6%
CSIC
558
Clifford Swan Investment Counsel
California
$48.9M +$436K +3,997 +1%
FMW
559
Farr Miller & Washington
District of Columbia
$48.9M -$1.75K -16 -0%
FA
560
Friess Associates
Delaware
$48.8M +$22K +202 +0%
BSA
561
Braun Stacey Associates
New York
$48.7M -$525K -4,816 -1%
MG
562
Markel Group
Virginia
$48.6M +$2.54M +23,300 +6%
AII
563
AGF Investments Inc
Ontario, Canada
$48.6M -$1.89M -17,278 -4%
WSFS
564
Wilmington Savings Fund Society
Delaware
$48.4M -$32.7K -300 -0.1%
SI
565
Stephens Inc
Arkansas
$48.4M +$2.66M +24,353 +6%
BHC
566
Bowen Hanes & Co
Florida
$48.3M +$607K +5,559 +1%
JC
567
Joho Capital
New York
$48.1M +$44.5M +408,000 New
JMH
568
J.M. Hartwell
New York
$48M -$709K -6,500 -2%
WFMPM
569
Woodley Farra Manion Portfolio Management
Indiana
$47.8M -$4.72M -43,219 -10%
LSERS
570
Louisiana State Employees Retirement System
Louisiana
$47.8M -$32.7K -300 -0.1%
JHP
571
James Hambro & Partners
United Kingdom
$47.7M +$2.91M +26,675 +7%
GD
572
Grandfield & Dodd
New York
$47.5M -$4.8K -44 -0%
RE
573
RBC Europe
United Kingdom
$47.3M +$5.02M +45,983 +13%
GAI
574
General American Investors
New York
$47.3M -$10.9M -100,000 -20%
PP
575
Palladium Partners
Virginia
$47.1M -$5.3M -48,603 -11%

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.