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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
VCM
1026
Vigilant Capital Management
Maine
$15.9M +$12.4M +114,008 +555%
HVIA
1027
Hudson Valley Investment Advisors
New York
$15.9M -$2.66M -24,398 -15%
CIS
1028
Connors Investor Services
Pennsylvania
$15.8M -$135K -1,240 -0.9%
DAC
1029
Dividend Assets Capital
South Carolina
$15.8M -$659K -6,043 -4%
MERSOM
1030
Municipal Employees' Retirement System of Michigan
Michigan
$15.8M -$11M -101,270 -43%
BFA
1031
Beaumont Financial Advisors
Massachusetts
$15.7M +$203K +1,861 +1%
FDCC
1032
Foster Dykema Cabot & Co
Massachusetts
$15.7M -$24.3K -223 -0.2%
PAS
1033
Professional Advisory Services
Florida
$15.7M -$135K -1,239 -0.9%
JA
1034
JLB & Associates
Michigan
$15.6M -$226K -2,073 -2%
TCM
1035
Thames Capital Management
New Jersey
$15.6M -$2.19M -20,060 -13%
EWM
1036
Elite Wealth Management
Washington
$15.6M -$3M -27,510 -17%
SB
1037
Simmons Bank
Arkansas
$15.6M +$28.5K +261 +0.2%
CIC
1038
Canal Insurance Company
South Carolina
$15.6M
WSTAM
1039
Wilbanks Smith & Thomas Asset Management
Virginia
$15.6M +$465K +4,260 +3%
HTHT
1040
Hemenway Trust Hemenway Trust
New Hampshire
$15.6M +$242K +2,215 +2%
IIC
1041
Ironwood Investment Counsel
Arizona
$15.5M -$379K -3,473 -3%
CEI
1042
Clark Estates Inc
New York
$15.5M +$1.31M +12,000 +10%
TW
1043
Transform Wealth
Colorado
$15.5M -$885K -8,109 -6%
TIM
1044
Tikehau Investment Management
France
$15.4M +$3.37M +30,920 +31%
AC
1045
Addenda Capital
Quebec, Canada
$15.4M +$921K +8,440 +7%
AI
1046
Atom Investors
Texas
$15.3M -$2.8M -25,625 -17%
ECG
1047
Edge Capital Group
Georgia
$15.3M -$259K -2,374 -2%
FNFDCM
1048
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$15.3M -$45.2K -414 -0.3%
AAM
1049
Auxier Asset Management
Oregon
$15.2M -$1.41M -12,900 -9%
PAI
1050
Pittenger & Anderson Inc
Nebraska
$15.2M -$158K -1,445 -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.