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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
CL
601
CPWM LLC
Washington
$44M +$854K +7,832 +2%
PL
602
Parthenon LLC
Kentucky
$44M -$949K -8,700 -2%
JCM
603
Janney Capital Management
Pennsylvania
$43.9M -$1.68M -15,395 -4%
SPIA
604
Steward Partners Investment Advisory
New York
$43.5M +$621K +5,696 +2%
WTC
605
WhitTier Trust Company
Nevada
$43.2M -$1.5M -13,722 -4%
DCM
606
Donaldson Capital Management
Indiana
$43.2M -$9.71M -88,959 -20%
V
607
Veritable
Delaware
$43M +$508K +4,652 +1%
PTC
608
Philadelphia Trust Company
Pennsylvania
$42.9M +$1.15M +10,499 +3%
OCM
609
Osterweis Capital Management
California
$42.5M -$509K -4,663 -1%
RCM
610
RNC Capital Management
California
$42.4M -$162K -1,489 -0.4%
RMA
611
Roffman Miller Associates
Pennsylvania
$42.3M +$569K +5,211 +1%
HP
612
Hosking Partners
United Kingdom
$42.3M -$197K -1,802 -0.5%
ISL
613
Ingalls & Snyder LLC
New York
$42.3M -$784K -7,187 -2%
DMIC
614
Dixon Mitchell Investment Counsel
British Columbia, Canada
$42.3M +$1.68M +15,362 +4%
PAG
615
Private Advisor Group
New Jersey
$42.3M +$1.67M +15,303 +4%
AIP
616
Ameritas Investment Partners
Nebraska
$41.9M -$345K -3,158 -0.9%
CMG
617
Cavalry Management Group
California
$41.8M +$7.56M +69,280 +24%
FLPIM
618
F.L. Putnam Investment Management
Massachusetts
$41.8M -$260K -2,387 -0.7%
ECM
619
Estabrook Capital Management
New York
$41.8M -$416K -3,814 -1%
MI
620
Markston International
New York
$41.7M +$300K +2,752 +0.8%
MME
621
Meag Munich Ergo
Germany
$41.7M +$32.3M +296,016 +488%
GIA
622
Guyasuta Investment Advisors
Pennsylvania
$41.4M -$822K -7,535 -2%
SCM
623
Silvant Capital Management
Georgia
$41M -$1.2M -10,992 -3%
CCP
624
Clarkston Capital Partners
Michigan
$40.9M -$879K -8,057 -2%
GJIC
625
Gamble Jones Investment Counsel
California
$40.9M +$921K +8,446 +2%

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.