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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
BCM
1201
Buckhead Capital Management
Georgia
$11.8M -$1.64M -14,990 -13%
TAM
1202
Telemark Asset Management
Massachusetts
$11.8M -$10.9M -100,000 -50%
DKCM
1203
Davidson Kempner Capital Management
New York
$11.8M -$6.27M -57,500 -37%
CS
1204
Central Securities
New York
$11.8M
AC
1205
Apertura Capital
Texas
$11.8M +$10.9M +100,000 New
FCM
1206
Firsthand Capital Management
California
$11.8M +$10.9M +100,000 New
PTB
1207
Pioneer Trust Bank
Oregon
$11.8M +$34.4K +315 +0.3%
FAIM
1208
Financial Advocates Investment Management
Washington
$11.7M -$404K -3,703 -4%
PDN
1209
Pensionfund DSM Netherlands
Netherlands
$11.7M -$491K -4,500 -4%
KJWM
1210
Kiley Juergens Wealth Management
Washington
$11.7M +$4.04K +37 +0%
KCP
1211
KDI Capital Partners
North Carolina
$11.7M -$700K -6,418 -6%
RWP
1212
RWA Wealth Partners
Massachusetts
$11.7M +$97.3K +892 +0.9%
EBSAM
1213
Eubel Brady & Suttman Asset Management
Ohio
$11.6M -$231K -2,117 -2%
YL
1214
YCG LLC
Texas
$11.6M -$28.1K -258 -0.3%
WCM
1215
Weik Capital Management
Pennsylvania
$11.5M +$41.7K +382 +0.4%
GAB
1216
German American Bancorp
Indiana
$11.5M +$325K +2,977 +3%
WCMN
1217
Westchester Capital Management (Nebraska)
Nebraska
$11.5M -$160K -1,465 -1%
WAM
1218
Weatherly Asset Management
California
$11.5M +$1.09M +10,008 +11%
DLCIG
1219
D.L. Carlson Investment Group
New Hampshire
$11.5M -$1.64M -15,044 -13%
BHWM
1220
Bar Harbor Wealth Management
New Hampshire
$11.5M -$23.7K -217 -0.2%
VWM
1221
Venturi Wealth Management
Texas
$11.5M +$268K +2,454 +3%
LFAS
1222
Level Four Advisory Services
Texas
$11.4M -$442K -4,051 -4%
JGUA
1223
John G. Ullman & Associates
New York
$11.4M -$121K -1,110 -1%
FA
1224
Fagan Associates
New York
$11.4M +$146K +1,337 +1%
SI
1225
Sensato Investors
California
$11.3M +$578K +5,300 +6%

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.