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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
HCM
651
Huber Capital Management
California
$38.4M -$6.22M -57,000 -15%
AssetMark Inc
652
AssetMark Inc
California
$38.3M +$1.89M +17,294 +6%
IG
653
Ithaka Group
Virginia
$38M +$4.79M +43,916 +16%
Mercer Global Advisors
654
Mercer Global Advisors
Colorado
$37.8M +$34.9M +320,283 New
IC
655
InterOcean Capital
Illinois
$37.7M -$51.3K -470 -0.1%
Pzena Investment Management
656
Pzena Investment Management
New York
$37.6M -$96.6K -885 -0.3%
HCMNY
657
Howard Capital Management (New York)
New York
$37.1M -$228K -2,086 -0.7%
ECM
658
Evergreen Capital Management
Washington
$37.1M +$205K +1,878 +0.6%
NONA
659
Ninety One North America
New York
$36.8M -$69.6K -638 -0.2%
OA
660
Oak Associates
Ohio
$36.6M
BA
661
Bristlecone Advisors
Washington
$36.5M +$583K +5,345 +2%
WA
662
WestEnd Advisors
North Carolina
$36.1M -$2.51M -22,982 -7%
LF
663
Lannebo Fonder
Sweden
$36.1M +$1.96M +18,000 +6%
ZIC
664
ZWJ Investment Counsel
Georgia
$36.1M -$1.74M -15,931 -5%
FMII
665
Farmers & Merchants Investments Inc
Nebraska
$36M -$561K -5,146 -2%
TCM
666
Tradewinds Capital Management
Washington
$36M -$569K -5,212 -2%
FAAS
667
First Allied Advisory Services
California
$35.8M -$454K -4,157 -1%
NPF
668
Norris Perne & French
Michigan
$35.8M +$439K +4,028 +1%
WT
669
Washington Trust
Rhode Island
$35.8M +$781K +7,162 +3%
MLL
670
Moody Lynn & Lieberson
Massachusetts
$35.8M +$386K +3,538 +1%
FGP
671
Foyston, Gordon, & Payne
Ontario, Canada
$35.7M -$251K -2,300 -0.8%
CCM
672
Compass Capital Management
Minnesota
$35.7M -$126K -1,151 -0.4%
RIG
673
Roosevelt Investment Group
New York
$35.6M +$105K +963 +0.3%
JAM
674
Jupiter Asset Management
United Kingdom
$35.4M +$12.8M +117,555 +64%
PWP
675
Private Wealth Partners
California
$35.3M -$350K -3,208 -1%

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.