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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
1351
Brasada Capital Management
Texas
$9M +$133K +1,221 +2%
HIM
1352
Harbour Investment Management
Washington
$8.98M -$36.3K -333 -0.4%
NMIFOAC
1353
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$8.95M -$557K -5,103 -6%
NC
1354
NBW Capital
Massachusetts
$8.94M -$188K -1,725 -2%
CC
1355
Caldera Capital
Texas
$8.93M +$3.79M +34,705 +85%
AFM
1356
Andesa Financial Management
Pennsylvania
$8.91M +$4.31M +39,466 +109%
CIA
1357
Covington Investment Advisors
Pennsylvania
$8.91M +$57.8K +530 +0.7%
CIP
1358
Convergence Investment Partners
Florida
$8.89M -$538K -4,930 -6%
SWM
1359
SeaCrest Wealth Management
New York
$8.88M -$4.47K -41 -0.1%
MIC
1360
Means Investment Company
Maine
$8.87M +$530K +4,859 +7%
TPM
1361
Totem Point Management
New York
$8.87M -$1.31M -11,996 -14%
LOAMS
1362
Lombard Odier Asset Management (Switzerland)
Switzerland
$8.87M +$1.49M +13,683 +22%
PCM
1363
Princeton Capital Management
New Jersey
$8.87M +$165K +1,516 +2%
AC
1364
Alexandria Capital
Virginia
$8.86M -$178K -1,635 -2%
PMG
1365
ProVise Management Group
Florida
$8.84M -$395K -3,623 -3%
HBT
1366
Hills Bank & Trust
Iowa
$8.79M +$258K +2,364 +3%
HB
1367
Homrich & Berg
Georgia
$8.78M +$561K +5,138 +7%
CB
1368
Community Bank
New York
$8.78M +$10.1K +93 +0.1%
RWM
1369
RKL Wealth Management
Pennsylvania
$8.78M -$148K -1,353 -2%
GC
1370
Garde Capital
Washington
$8.78M -$1.23M -11,255 -13%
SIG
1371
Sky Investment Group
Connecticut
$8.75M +$53.9K +494 +0.7%
PIM
1372
Progressive Investment Management
Oregon
$8.75M -$3.38K -31 -0%
AL
1373
Arnhold LLC
New York
$8.75M -$54.3K -498 -0.7%
IFWM
1374
Institute for Wealth Management
Colorado
$8.75M +$8.09M +74,160 New
SACTSONJ
1375
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$8.73M +$436K +4,000 +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.