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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
NSIM
1051
North Star Investment Management
Illinois
$15.2M +$295K +2,707 +2%
CC
1052
ClearArc Capital
Ohio
$15.2M -$450K -4,120 -3%
BC
1053
Blackcrane Capital
Washington
$15.1M -$658K -6,027 -4%
HCM
1054
Horiko Capital Management
New York
$15.1M +$1.31M +12,000 +10%
BPCE
1055
Bank Pictet & Cie (Europe)
Germany
$15.1M +$4.09M +37,516 +41%
GIM
1056
Goelzer Investment Management
Indiana
$15.1M +$2.41M +22,119 +21%
PTC
1057
Private Trust Company
Ohio
$15.1M +$79.3K +727 +0.6%
BFIM
1058
Beese Fulmer Investment Management
Ohio
$15M -$83.9K -769 -0.6%
FWM
1059
Frontier Wealth Management
Missouri
$15M +$524K +4,807 +4%
TIM
1060
Thompson Investment Management
Wisconsin
$15M -$895K -8,202 -6%
TRCT
1061
Tower Research Capital (TRC)
New York
$15M -$3.09M -28,279 -18%
MC
1062
Muhlenkamp & Co
Pennsylvania
$14.9M +$13.8M +126,476 New
CFSG
1063
Community Financial Services Group
Vermont
$14.9M -$70.6K -647 -0.5%
SFA
1064
Sequoia Financial Advisors
Ohio
$14.9M +$2.87M +26,317 +26%
I
1065
IberiaBank
Louisiana
$14.9M +$397K +3,637 +3%
FHB
1066
First Hawaiian Bank
Hawaii
$14.9M +$538K +4,929 +4%
VFA
1067
Valeo Financial Advisors
Indiana
$14.8M -$93K -852 -0.7%
ATI
1068
Act Two Investors
California
$14.8M +$614K +5,627 +5%
GP
1069
Girard Partners
Pennsylvania
$14.8M +$530K +4,860 +4%
CIA
1070
CCM Investment Advisers
South Carolina
$14.8M -$1.96M -17,955 -13%
BDWM
1071
Brewin Dolphin Wealth Management
Ireland
$14.8M +$139K +1,275 +1%
HAIM
1072
Hunter Associates Investment Management
Pennsylvania
$14.8M -$14.3K -131 -0.1%
GHA
1073
GW Henssler & Associates
Georgia
$14.8M -$324K -2,966 -2%
IRF
1074
IBM Retirement Fund
New York
$14.7M +$95.1K +872 +0.7%
WB
1075
Webster Bank
Connecticut
$14.7M -$126K -1,151 -0.9%

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.