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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
AFG
926
Albion Financial Group
Utah
$19M -$144K -1,323 -0.8%
DWT
927
Dorsey & Whitney Trust
South Dakota
$18.9M +$286K +2,625 +2%
VCAM
928
Van Cleef Asset Management
Ohio
$18.9M +$264K +2,420 +2%
AF
929
Ally Financial
Michigan
$18.9M +$3.27M +30,000 +23%
FFWA
930
FRG Family Wealth Advisors
Washington
$18.8M +$32.3K +296 +0.2%
TCM
931
TimesSquare Capital Management
New York
$18.8M +$1.24M +11,335 +8%
NIA
932
Northstar Investment Advisors
Colorado
$18.8M -$860K -7,887 -5%
PPCM
933
Pillar Pacific Capital Management
California
$18.8M -$404K -3,699 -2%
PP
934
Prospector Partners
Connecticut
$18.8M -$4.28M -39,250 -20%
UAM
935
UAS Asset Management
New York
$18.8M -$1.1M -10,080 -6%
MAM
936
Majedie Asset Management
United Kingdom
$18.7M +$448K +4,104 +3%
AI
937
Atria Investments
North Carolina
$18.7M +$264K +2,416 +2%
PCM
938
Parsons Capital Management
Rhode Island
$18.6M -$261K -2,393 -1%
FBC
939
Fairfield, Bush & Co
Connecticut
$18.6M -$844K -7,734 -5%
DBT
940
Dubuque Bank & Trust
Iowa
$18.6M +$48.8K +447 +0.3%
FM
941
Foster & Motley
Ohio
$18.6M -$855K -7,839 -5%
CNBT
942
Canandaigua National Bank & Trust
New York
$18.5M -$81.1K -743 -0.5%
DY
943
Dowling & Yahnke
California
$18.5M -$135K -1,233 -0.8%
SFS
944
Sowell Financial Services
Arkansas
$18.5M -$1.06M -9,719 -6%
H
945
HoyleCohen
California
$18.4M +$76.5K +701 +0.5%
JIR
946
James Investment Research
Ohio
$18.4M +$6.33M +58,033 +59%
NCM
947
Novare Capital Management
North Carolina
$18.4M -$272K -2,497 -2%
LA
948
Lynch & Associates
Indiana
$18.3M +$262K +2,400 +2%
FCH
949
Freestone Capital Holdings
Washington
$18.3M +$2.33M +21,322 +16%
UONDDL
950
University of Notre Dame du Lac
Indiana
$18.2M -$6.89M -63,143 -29%

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.