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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
LIA
901
LS Investment Advisors
Michigan
$20M +$5.72M +52,466 +45%
HCM
902
Hoplite Capital Management
New York
$20M -$18.2M -166,847 -50%
LIM
903
Lathrop Investment Management
Arkansas
$19.9M -$460K -4,220 -2%
AW
904
ACG Wealth
Georgia
$19.9M -$410K -3,758 -2%
TC
905
Telemus Capital
Michigan
$19.9M -$11.6M -106,109 -39%
EGA
906
Eagle Global Advisors
Texas
$19.9M -$394K -3,610 -2%
BBA
907
BLB&B Advisors
Pennsylvania
$19.7M +$126K +1,155 +0.7%
ET
908
Equitable Trust
Tennessee
$19.5M +$152K +1,389 +0.8%
MYLI
909
Meiji Yasuda Life Insurance
Japan
$19.5M -$2.63M -24,096 -13%
GT
910
Greenleaf Trust
Michigan
$19.4M +$5.57M +51,019 +45%
AF
911
Allworth Financial
California
$19.3M -$9.41M -86,278 -34%
SWM
912
SVA Wealth Management
Wisconsin
$19.3M +$86.3K +791 +0.5%
IAM
913
Ion Asset Management
Israel
$19.3M +$232M +2,129,529 New
BONST
914
Bank of Nova Scotia Trust
Ontario, Canada
$19.3M -$696K -6,380 -4%
CCT
915
Country Club Trust
Missouri
$19.2M -$529K -4,848 -3%
SAM
916
Strategy Asset Managers
California
$19.1M -$795K -7,290 -4%
OPCM
917
Osborne Partners Capital Management
California
$19.1M -$17M -156,009 -49%
MC
918
Moors & Cabot
Massachusetts
$19.1M +$300K +2,750 +2%
Lido Advisors
919
Lido Advisors
California
$19.1M +$8.73M +80,059 +98%
FBB
920
Fulton Breakefield Broenniman
Maryland
$19M +$31.7K +291 +0.2%
RT
921
Rockland Trust
Massachusetts
$19M +$780K +7,152 +5%
DP
922
Dundas Partners
United Kingdom
$19M
CAM
923
Carret Asset Management
New York
$19M -$896K -8,213 -5%
CFM
924
Coronation Fund Managers
South Africa
$19M +$10.5M +96,308 +149%
PGIM
925
Pacific Global Investment Management
California
$19M -$240K -2,196 -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.