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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
WDA
1076
Wendell David Associates
New Hampshire
$14.7M +$400K +3,662 +3%
IMOV
1077
Investment Management of Virginia
Virginia
$14.7M +$6.86M +62,915 +102%
NIMC
1078
NWQ Investment Management Company
California
$14.6M -$602K -5,516 -4%
CG
1079
Caprock Group
Idaho
$14.6M +$10.4K +95 +0.1%
BCA
1080
Bernzott Capital Advisors
California
$14.6M -$95.5K -875 -0.7%
Point72 Asset Management
1081
Point72 Asset Management
Connecticut
$14.6M -$30.5M -279,109 -69%
GI
1082
GAMCO Investors
Connecticut
$14.6M +$592K +5,424 +5%
BCM
1083
BTC Capital Management
Iowa
$14.6M -$809K -7,411 -6%
MIAN
1084
Mariner Independent Advisor Network
Kansas
$14.6M -$382K -3,501 -3%
AAIM
1085
American Assets Investment Management
California
$14.5M
KPCM
1086
Kings Point Capital Management
New York
$14.5M -$197K -1,805 -1%
CIA
1087
Choate Investment Advisors
Massachusetts
$14.5M +$943K +8,639 +8%
LW
1088
Linscomb Wealth
Texas
$14.5M -$56.5K -518 -0.4%
NWM
1089
Nicola Wealth Management
British Columbia, Canada
$14.4M +$2.75M +25,184 +27%
TI
1090
TT International
United Kingdom
$14.4M +$717K +6,568 +6%
PJSIMP
1091
P.J. Schmidt Investment Management (PJS)
Wisconsin
$14.4M -$30.4K -279 -0.2%
CNB
1092
Camden National Bank
Maine
$14.4M -$410K -3,756 -3%
CCP
1093
Corient Capital Partners
California
$14.3M +$1.58M +14,436 +13%
WF
1094
WealthTrust Fairport
Ohio
$14.3M -$291K -2,669 -2%
1WA
1095
180 Wealth Advisors
Washington
$14.3M +$1.33M +12,220 +12%
TIA
1096
Tandem Investment Advisors
South Carolina
$14.3M +$1.21M +11,058 +10%
AIA
1097
Affinity Investment Advisors
California
$14.2M +$3.75M +34,415 +40%
MFAM
1098
Motley Fool Asset Management
Virginia
$14.2M +$2M +18,310 +18%
GCAC
1099
Guardian Capital Advisors (Canada)
Ontario, Canada
$14.2M -$958K -8,780 -7%
GWM
1100
Geneos Wealth Management
Colorado
$14.2M +$358K +3,281 +3%

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.