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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
AIM
951
Avity Investment Management
Connecticut
$18.1M +$4.46M +40,900 +36%
LBC
952
Lowe Brockenbrough & Co
Virginia
$18.1M +$138K +1,266 +0.8%
SEM
953
Suncoast Equity Management
Florida
$18.1M +$196K +1,796 +1%
AHC
954
Adell Harriman & Carpenter
Texas
$18.1M +$395K +3,623 +2%
NSEDCP
955
NJ State Employees Deferred Compensation Plan
New Jersey
$18M
TCA
956
Taconic Capital Advisors
New York
$18M +$16.7M +153,000 New
CA
957
Callahan Advisors
Texas
$18M -$45.9K -421 -0.3%
AWM
958
AE Wealth Management
Kansas
$18M +$1.84M +16,880 +12%
KRSITF
959
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$18M -$37.8K -346 -0.2%
EWM
960
Edge Wealth Management
New York
$17.9M +$758K +6,949 +5%
NEI
961
Northwest & Ethical Investments
Ontario, Canada
$17.9M -$914K -8,380 -5%
BFA
962
Bragg Financial Advisors
North Carolina
$17.8M -$36.8K -337 -0.2%
BWFA
963
Baltimore-Washington Financial Advisors
Maryland
$17.8M -$208K -1,908 -1%
OPFM
964
Optimus Prime Fund Management
Cayman Islands
$17.7M
GCM
965
Gabalex Capital Management
New York
$17.7M
SFG
966
Sather Financial Group
Texas
$17.7M +$28.4K +260 +0.2%
Qube Research & Technologies (QRT)
967
Qube Research & Technologies (QRT)
United Kingdom
$17.6M +$16.3M +149,514 New
MIA
968
MainStreet Investment Advisors
Illinois
$17.6M +$1.33M +12,230 +9%
NAM
969
North American Management
Massachusetts
$17.5M -$50.7K -465 -0.3%
TC
970
TownSquare Capital
Utah
$17.4M +$3.7M +33,904 +30%
DAM
971
Deltec Asset Management
New York
$17.4M +$960K +8,800 +6%
BOTW
972
Bank of the West
California
$17.4M +$1.44M +13,214 +10%
RWA
973
Ropes Wealth Advisors
Massachusetts
$17.4M -$203K -1,860 -1%
HT
974
Heritage Trust
Oklahoma
$17.4M +$6.63M +60,727 +70%
SCA
975
Sander Capital Advisors
Washington
$17.4M -$99.5K -912 -0.6%

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.