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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
HKIM
1276
Hayek Kallen Investment Management
Alabama
$9.95M -$446K -4,090 -5%
CCM
1277
Crossvault Capital Management
Texas
$9.95M +$783K +7,180 +9%
AC
1278
Asturias Capital
New York
$9.93M -$14.1M -129,200 -61%
P
1279
Pitcairn
Pennsylvania
$9.92M +$830K +7,607 +10%
ST
1280
Somerset Trust
Pennsylvania
$9.92M +$16.7K +153 +0.2%
NEAM
1281
New England Asset Management
Connecticut
$9.92M +$301K +2,755 +3%
FNT
1282
First Nebraska Trust
Nebraska
$9.88M -$12.7K -116 -0.1%
FTI
1283
Fiduciary Trust International
Massachusetts
$9.88M +$7.2K +66 +0.1%
MAFM
1284
Mid Atlantic Financial Management
Pennsylvania
$9.85M +$29.5K +270 +0.3%
TRIM
1285
Thompson Rubinstein Investment Management
Oregon
$9.84M
RCM
1286
Rings Capital Management
Illinois
$9.79M
MRG
1287
Milestone Resources Group
British Virgin Islands
$9.78M -$113M -1,039,268 -93%
ACM
1288
Adalta Capital Management
New York
$9.77M
WSC
1289
Wellington Shields & Co
New York
$9.74M +$20.1K +184 +0.2%
HCM
1290
Hutchinson Capital Management
California
$9.73M +$92.1K +844 +1%
MMA
1291
Miracle Mile Advisors
California
$9.73M +$597K +5,471 +7%
MAM
1292
Morse Asset Management
Connecticut
$9.72M +$59.5K +545 +0.7%
DS
1293
Dudley & Shanley
Florida
$9.69M +$1.99M +18,200 +28%
GCM
1294
Glaxis Capital Management
Florida
$9.68M +$8.95M +82,060 New
HFS
1295
Haverford Financial Services
Pennsylvania
$9.68M +$75.5K +692 +0.9%
SAM
1296
SP Asset Management
California
$9.66M -$147K -1,346 -2%
ACM
1297
Argyle Capital Management
Pennsylvania
$9.65M -$87.3K -800 -1%
CPA
1298
Court Place Advisors
Maryland
$9.65M -$49.9K -457 -0.6%
HL
1299
HeadInvest LLC
Maine
$9.64M -$10M -91,756 -53%
AC
1300
Abbrea Capital
California
$9.64M +$11.3K +104 +0.1%

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.