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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
LS
751
Livforsakringsbolaget Skandia
Sweden
$29.3M +$535K +4,900 +2%
WPC
752
Waters Parkerson & Co
Louisiana
$29.3M +$244K +2,237 +0.9%
AF
753
Alerus Financial
North Dakota
$29.3M -$345K -3,163 -1%
FNT
754
First National Trust
Pennsylvania
$29.2M +$438K +4,011 +2%
NPA
755
Nichols & Pratt Advisers
Massachusetts
$29M +$151K +1,386 +0.6%
CLG
756
Cooperman Leon G
$29M +$26.8M +245,705 New
FSA
757
Franklin Street Advisors
North Carolina
$28.5M -$744K -6,822 -3%
AA
758
Ancora Advisors
Ohio
$28.4M +$167K +1,528 +0.6%
MWM
759
Mission Wealth Management
California
$28.4M -$1.87M -17,161 -7%
CAM
760
Centre Asset Management
New York
$28.4M +$768K +7,040 +3%
RBA
761
Richard Bernstein Advisors
New York
$28.3M -$5.94M -54,443 -18%
MPWT
762
MassMutual Private Wealth & Trust
Connecticut
$28.1M +$1.71M +15,701 +7%
BOH
763
Bank of Hawaii
Hawaii
$28.1M +$435K +3,986 +2%
EB
764
Eastern Bank
Massachusetts
$28.1M +$3.98M +36,515 +18%
PFPT
765
Pinnacle Financial Partners (Tennessee)
Tennessee
$28M +$442K +4,055 +2%
CA
766
CapWealth Advisors
Tennessee
$27.8M -$16.6K -152 -0.1%
ACM
767
Azimuth Capital Management
Michigan
$27.8M +$466K +4,269 +2%
SC
768
Selz Capital
New York
$27.7M +$25.4M +232,906 +11,123%
CC
769
Carve Capital
Sweden
$27.7M -$12.3M -112,707 -32%
AMI
770
Amica Mutual Insurance
Rhode Island
$27.6M
ACI
771
Alpha Cubed Investments
California
$27.6M +$528K +4,841 +2%
JCM
772
Jag Capital Management
Missouri
$27.6M +$2.14M +19,589 +9%
RI
773
Redwood Investments
Massachusetts
$27.5M -$577K -5,287 -2%
SH
774
SeaTown Holdings
Singapore
$27.4M +$9.82M +90,000 +63%
SG Americas Securities
775
SG Americas Securities
New York
$27.3M -$91.7M -840,327 -78%

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.