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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
PS
1426
Pensionfund Sabic
Netherlands
$7.92M -$1.2M -11,000 -14%
SIC
1427
Sigma Investment Counselors
Michigan
$7.91M -$33.8K -310 -0.5%
BMC
1428
Benin Management Corp
Connecticut
$7.87M -$175K -1,600 -2%
ISB
1429
Iowa State Bank
Iowa
$7.86M -$238K -2,182 -3%
SCM
1430
Schnieders Capital Management
California
$7.81M +$321K +2,945 +5%
UCI
1431
Uncommon Cents Investing
Wisconsin
$7.81M -$166K -1,521 -2%
PWPCM
1432
Perella Weinberg Partners Capital Management
New York
$7.79M -$4.85M -44,445 -40%
OPTFSNA
1433
Old Point Trust & Financial Services N A
Virginia
$7.77M -$5.46K -50 -0.1%
DI
1434
Diligent Investors
California
$7.77M +$387K +3,549 +6%
AMM
1435
American Money Management
California
$7.76M -$214K -1,963 -3%
MCM
1436
Mengis Capital Management
Oregon
$7.76M -$126K -1,152 -2%
WIC
1437
Woodmont Investment Counsel
Tennessee
$7.75M -$198K -1,812 -3%
QCG
1438
Quadrant Capital Group
Ohio
$7.73M +$3.61M +33,077 +101%
LCAM
1439
Lee Capital Asset Management
New York
$7.71M +$2.57M +23,600 +56%
BCM
1440
Beck Capital Management
Texas
$7.69M -$392K -3,591 -5%
SFG
1441
SevenBridge Financial Group
Pennsylvania
$7.68M +$28.8K +264 +0.4%
LG
1442
LaFleur & Godfrey
Michigan
$7.65M -$573K -5,255 -7%
GKWIM
1443
Gerber Kawasaki Wealth & Investment Management
California
$7.65M +$160K +1,471 +2%
JWM
1444
JGP Wealth Management
Oregon
$7.62M +$143K +1,314 +2%
NIT
1445
NumerixS Investment Technologies
British Columbia, Canada
$7.61M -$7.2M -66,021 -50%
TW
1446
TrinityPoint Wealth
Connecticut
$7.6M +$932K +8,545 +15%
MWVC
1447
Morgens Waterfall Vintiadis & Co
New York
$7.6M +$572K +5,245 +9%
AWA
1448
Arete Wealth Advisors
Illinois
$7.6M +$2.16M +19,794 +44%
TFS
1449
Thoroughbred Financial Services
Tennessee
$7.58M +$155K +1,420 +2%
SFS
1450
Strategic Financial Services
New York
$7.56M -$91.6K -840 -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.