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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
ICP
676
Ironvine Capital Partners
Nebraska
$35.2M +$51.6K +473 +0.2%
CTI
677
Community Trust & Investment
Kentucky
$35.1M -$166K -1,524 -0.5%
MCM
678
Maryland Capital Management
Maryland
$35M -$11.7K -107 -0%
QC
679
Quadrature Capital
United Kingdom
$35M +$10.3M +94,226 +47%
PHS
680
PFM Health Sciences
California
$34.9M -$43.4M -397,974 -57%
NG
681
NatWest Group
United Kingdom
$34.9M +$254K +2,329 +0.8%
ST
682
Sabal Trust
Florida
$34.8M -$1.12M -10,245 -3%
CAM
683
Cidel Asset Management
Ontario, Canada
$34.6M +$1.21M +11,117 +4%
KAS
684
Kemnay Advisory Services
New York
$34.5M +$15.9M +146,161 +100%
AAM
685
AMI Asset Management
California
$34.4M +$2.16M +19,841 +7%
BG
686
Bollard Group
Massachusetts
$34.3M +$1.12M +10,257 +4%
MIH
687
Madison Investment Holdings
Wisconsin
$34.3M -$2.24M -20,523 -7%
CAPTRUST Financial Advisors
688
CAPTRUST Financial Advisors
North Carolina
$34.2M -$1.18M -10,848 -4%
FIM
689
Frontier Investment Management
Texas
$34.2M -$2.6M -23,874 -8%
DCM
690
Discovery Capital Management
Connecticut
$34.1M +$20.2M +184,700 +176%
CF
691
Cypress Funds
California
$34.1M
OWP
692
Obermeyer Wealth Partners
Colorado
$34.1M -$68K -623 -0.2%
CCP
693
Clough Capital Partners
Massachusetts
$33.8M -$3.15M -28,900 -9%
SC
694
SouthState Corp
Florida
$33.8M -$330K -3,022 -1%
OI
695
Oakbrook Investments
Illinois
$33.8M -$936K -8,575 -3%
CTC
696
Central Trust Company
Missouri
$33.6M +$386K +3,538 +1%
VanEck Associates
697
VanEck Associates
New York
$33.5M +$2.83M +25,897 +10%
MCM
698
MAI Capital Management
Ohio
$33.4M +$2.45M +22,468 +9%
RG
699
Renaissance Group
Kentucky
$33.4M -$5.32M -48,723 -15%
EWA
700
EP Wealth Advisors
California
$33.3M +$408K +3,744 +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.