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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
DSI
1101
Daiwa SB Investments
Japan
$14.2M -$520K -4,770 -4%
LC
1102
Loews Corp
New York
$14.2M -$546K -5,000 -4%
TA
1103
Tiedemann Advisors
New York
$14.2M +$613K +5,614 +5%
VC
1104
Vicus Capital
Pennsylvania
$14.1M -$225K -2,065 -2%
RMCM
1105
Reynders McVeigh Capital Management
Massachusetts
$14.1M +$991K +9,087 +8%
BLAM
1106
Bourne Lent Asset Management
New York
$14.1M -$3.06K -28 -0%
Arrowstreet Capital
1107
Arrowstreet Capital
Massachusetts
$14.1M -$614M -5,625,094 -98%
CAM
1108
Cresset Asset Management
Illinois
$14M +$3.43M +31,438 +36%
PA
1109
Parallel Advisors
California
$14M +$181K +1,659 +1%
TWMP
1110
Taylor Wealth Management Partners
Massachusetts
$14M -$91.2K -836 -0.7%
MMG
1111
Monetary Management Group
Missouri
$14M -$13.6K -125 -0.1%
LWS
1112
Lucia Wealth Services
California
$13.9M +$2.4M +21,969 +23%
CIC
1113
Cutler Investment Counsel
Oregon
$13.9M -$75.4K -691 -0.6%
CANC
1114
Culbertson A N & Co
Virginia
$13.9M -$46.4K -425 -0.4%
CI
1115
Capital International
California
$13.8M +$291K +2,671 +2%
AF
1116
Arrow Financial
New York
$13.8M -$146K -1,337 -1%
SRC
1117
Shufro Rose & Co
New York
$13.7M -$5.26M -48,207 -29%
AP
1118
Archon Partners
New Jersey
$13.7M
11A
1119
10-15 Associates
New York
$13.7M +$540K +4,947 +4%
RIL
1120
Rothschild Investment LLC
Illinois
$13.7M -$614K -5,627 -5%
AT
1121
Arden Trust
Delaware
$13.7M -$401K -3,672 -3%
PAM
1122
Private Asset Management
California
$13.6M -$500K -4,580 -4%
WC
1123
Whitney & Co
New York
$13.6M -$73.4K -673 -0.6%
WI
1124
Wintrust Investments
Illinois
$13.6M -$823K -7,547 -6%
FIB
1125
First Interstate Bank
Montana
$13.6M -$512K -4,694 -4%

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.