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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
NIM
1376
Nicollet Investment Management
Minnesota
$8.65M +$165K +1,511 +2%
LOAME
1377
Lombard Odier Asset Management (Europe)
United Kingdom
$8.64M -$7.99M -73,256 -50%
BRM
1378
Boston Research & Management
Massachusetts
$8.62M -$43.6K -400 -0.5%
ACM
1379
Allred Capital Management
Texas
$8.61M +$46.3K +424 +0.6%
BL
1380
BFSG LLC
California
$8.61M +$607K +5,568 +8%
BBNA
1381
Bremer Bank National Association
Minnesota
$8.6M +$7.19M +65,875 New
TCM
1382
Tuttle Capital Management
Connecticut
$8.58M +$5.8M +53,196 +273%
KOCAA
1383
Knights of Columbus Asset Advisors
Connecticut
$8.56M -$136K -1,249 -2%
LNC
1384
Lincoln National Corp
Pennsylvania
$8.54M +$426K +3,905 +6%
HLA
1385
Hamilton Lane Advisors
Pennsylvania
$8.53M +$121K +1,111 +2%
BS
1386
Boenning & Scattergood
Pennsylvania
$8.52M +$499K +4,573 +7%
Wealth Enhancement Advisory Services
1387
Wealth Enhancement Advisory Services
Minnesota
$8.51M -$503K -4,609 -6%
EAMA
1388
EFG Asset Management (Americas)
Florida
$8.49M -$190K -1,738 -2%
NCM
1389
Nelson Capital Management
California
$8.46M +$25.9K +237 +0.3%
OAM
1390
Ostrum Asset Management
France
$8.44M -$211K -1,934 -3%
BC
1391
Blackhill Capital
New Jersey
$8.43M
MCM
1392
Monarch Capital Management
Indiana
$8.43M -$257K -2,352 -3%
NGA
1393
Naples Global Advisors
Florida
$8.41M +$250K +2,288 +3%
KCMRT
1394
Kemper Corp Master Retirement Trust
Illinois
$8.4M
HSA
1395
HBK Sorce Advisory
Pennsylvania
$8.4M +$164K +1,507 +2%
IC
1396
Intersect Capital
California
$8.4M +$202K +1,855 +3%
CCM
1397
Consolidated Capital Management
California
$8.38M +$2.61M +23,930 +51%
TCM
1398
Tradition Capital Management
New Jersey
$8.35M +$661K +6,058 +9%
RA
1399
Rational Advisors
New York
$8.35M +$3.17M +29,011 +69%
GC
1400
Gruss & Co
Florida
$8.31M +$982K +9,000 +15%

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.