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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
KCM
776
Kanawha Capital Management
Virginia
$27.2M -$262K -2,398 -1%
BIAS
777
Beacon Investment Advisory Services
New Jersey
$27.2M +$672K +6,161 +3%
CDH
778
Charles D. Hyman
$27.2M +$1.62M +14,820 +7%
BAMCO Inc
779
BAMCO Inc
New York
$27.2M -$167K -1,534 -0.7%
PIMJS
780
PKO Investment Management Joint-Stock
Poland
$27.1M -$4.5M -41,264 -15%
GCM
781
Graham Capital Management
Connecticut
$27.1M +$3.27M +30,000 +15%
HAM
782
Highstreet Asset Management
Ontario, Canada
$27.1M -$1.9M -17,381 -7%
PWLP
783
Prio Wealth Limited Partnership
Massachusetts
$27.1M -$118K -1,080 -0.5%
CPH
784
C Partners Holding
Switzerland
$27M -$2.94M -26,943 -11%
CPC
785
Cookson Peirce & Co
Pennsylvania
$26.9M -$482K -4,418 -2%
QAM
786
QCI Asset Management
New York
$26.9M +$33.4K +306 +0.1%
HT
787
HighTower Trust
Texas
$26.8M -$769K -7,049 -3%
ACM
788
Argent Capital Management
Missouri
$26.8M +$33.3K +305 +0.1%
WC
789
Woodstock Corp
Massachusetts
$26.6M -$545K -4,993 -2%
ATC
790
Argent Trust Co
Tennessee
$26.6M -$44.1K -404 -0.2%
FAB
791
First American Bank
Illinois
$26.6M -$439K -4,028 -2%
MAA
792
Matrix Asset Advisors
New York
$26.6M -$1.53M -13,999 -6%
VCM
793
Violich Capital Management
California
$26.6M +$19.1K +175 +0.1%
SPC
794
Stewart & Patten Company
California
$26.5M +$257K +2,355 +1%
SSWM
795
Smith Salley Wealth Management
North Carolina
$26.5M -$1.8M -16,488 -7%
TNB
796
Thomasville National Bank
Georgia
$26.5M +$262K +2,398 +1%
CC
797
Cornerstone Capital
California
$26.4M -$1.1M -10,047 -4%
KFC
798
Klingenstein Fields & Co
New York
$26.4M +$6.6M +60,503 +37%
HAM
799
Hyperion Asset Management
Australia
$26.2M -$902K -8,267 -4%
TCOV
800
Trust Company of Vermont
Vermont
$26.2M -$61.9K -567 -0.3%

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.