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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
Kovitz Investment Group Partners
826
Kovitz Investment Group Partners
Illinois
$24.1M +$6.19M +56,710 +38%
IAM
827
ICM Asset Management
Washington
$24M -$202K -1,855 -0.9%
NA
828
NewEdge Advisors
Louisiana
$23.9M +$2.25M +20,594 +11%
TM
829
Tiger Management
New York
$23.9M -$9.66M -88,500 -30%
YIA
830
YHB Investment Advisors
Connecticut
$23.9M -$240K -2,198 -1%
LRPA
831
L. Roy Papp & Associates
Arizona
$23.9M +$279K +2,561 +1%
BIC
832
Beach Investment Counsel
Pennsylvania
$23.9M +$3.69M +33,834 +20%
LNWWM
833
Laird Norton Wetherby Wealth Management
California
$23.9M -$156K -1,432 -0.7%
CAM
834
Capco Asset Management
Florida
$23.7M -$29.6K -271 -0.1%
AJ
835
Ashburton (Jersey)
Jersey
$23.7M -$195K -1,788 -0.9%
TCIM
836
TOMS Capital Investment Management
New York
$23.6M +$2.73M +25,000 +14%
BII
837
Bainco International Investors
Massachusetts
$23.6M -$1.61M -14,783 -7%
CISOA
838
Capital Investment Services of America
Wisconsin
$23.5M -$160K -1,467 -0.7%
LCM
839
LVM Capital Management
Michigan
$23.5M -$442K -4,051 -2%
MGIA
840
Matthew Goff Investment Advisor
Texas
$23.5M -$226K -2,071 -1%
MC
841
Martin Currie
United Kingdom
$23.4M -$902K -8,268 -4%
RCM
842
Riverpark Capital Management
New York
$23.3M -$3.45M -31,595 -14%
LSV Asset Management
843
LSV Asset Management
Illinois
$23.2M -$153K -1,400 -0.7%
FFIC
844
First Fiduciary Investment Counsel
Ohio
$23.1M -$191K -1,752 -0.9%
TTWM
845
TCV Trust & Wealth Management
Virginia
$23.1M -$667K -6,112 -3%
TIP
846
Torray Investment Partners
Maryland
$23M -$443K -4,058 -2%
IAA
847
Independent Advisor Alliance
North Carolina
$22.9M -$17.5K -160 -0.1%
MHIC
848
Marble Harbor Investment Counsel
Massachusetts
$22.9M -$10.9K -100 -0.1%
MCM
849
Maple Capital Management
Vermont
$22.9M -$418K -3,832 -2%
MAM
850
Mastrapasqua Asset Management
Tennessee
$22.8M +$161K +1,472 +0.8%

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.