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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
FMBTD
1001
First Midwest Bank Trust Division
Illinois
$16.5M -$373K -3,422 -2%
FCMC
1002
Founders Capital Management (Connecticut)
Connecticut
$16.5M +$568K +5,204 +4%
UR
1003
USCA RIA
Texas
$16.5M +$147K +1,347 +1%
FFBTD
1004
First Financial Bank - Trust Division
Ohio
$16.5M -$303K -2,777 -2%
QIM
1005
Quantitative Investment Management
Virginia
$16.4M +$15.2M +139,400 New
WSCM
1006
Wellington Shields Capital Management
New York
$16.4M -$320K -2,934 -2%
BHTS
1007
Bar Harbor Trust Services
Maine
$16.4M -$1.03M -9,451 -6%
FB
1008
Fulton Bank
Pennsylvania
$16.3M -$396K -3,631 -3%
MAM
1009
Mark Asset Management
New York
$16.3M -$595K -5,452 -4%
WP
1010
WMS Partners
Maryland
$16.3M -$312K -2,858 -2%
BC
1011
Brinker Capital
Pennsylvania
$16.3M +$502K +4,605 +3%
NHC
1012
Nicholas Hoffman & Company
Georgia
$16.3M -$85K -779 -0.6%
JC
1013
Jacobs & Co
California
$16.2M -$363K -3,329 -2%
TCOT
1014
Trust Company of Toledo
Ohio
$16.2M +$484K +4,434 +3%
CCFCSB
1015
Cape Cod Five Cents Savings Bank
Massachusetts
$16.2M -$589K -5,401 -4%
AAP
1016
Ardsley Advisory Partners
Connecticut
$16.2M -$1.06M -9,700 -7%
CA
1017
Clearstead Advisors
Ohio
$16.1M -$275K -2,516 -2%
ASN
1018
Advisory Services Network
Georgia
$16.1M +$128K +1,175 +0.9%
SPC
1019
Sigma Planning Corp
Michigan
$16.1M +$310K +2,840 +2%
WAM
1020
Wealthspire Advisors (Maryland)
Maryland
$16M +$463K +4,240 +3%
WAM
1021
Wallington Asset Management
Indiana
$16M -$110K -1,005 -0.7%
BAS
1022
Brown Advisory Securities
Maryland
$16M -$3.89M -35,615 -21%
QI
1023
QV Investors
Alberta, Canada
$15.9M -$3.83M -35,060 -21%
BCP
1024
Blue Chip Partners
Michigan
$15.9M -$140K -1,286 -0.9%
NCM
1025
Narwhal Capital Management
Georgia
$15.9M +$328K +3,003 +2%

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.