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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
AHC
1501
Anderson Hoagland & Co
Missouri
$7.07M +$351K +3,217 +6%
HCM
1502
Hall Capital Management
Rhode Island
$7.05M +$73.1K +670 +1%
SWK
1503
Stephen W. Kidder
$7.05M +$32.7K +300 +0.5%
SC
1504
Savant Capital
Illinois
$7.04M +$107K +983 +2%
BHB
1505
Bank Hapoalim BM
Israel
$7.01M +$580K +5,318 +10%
S
1506
SignatureFD
Georgia
$7.01M -$489K -4,478 -7%
Cetera Investment Advisers
1507
Cetera Investment Advisers
Illinois
$7.01M +$71.7K +657 +1%
CCM
1508
Channing Capital Management
Illinois
$7.01M -$2.02M -18,535 -24%
SP
1509
Symmetry Partners
Connecticut
$7M -$1.29M -11,843 -17%
WA
1510
Winfield Associates
Ohio
$7M -$391K -3,585 -6%
LBD
1511
Landsberg Bennett & Dubbaneh
Florida
$7M +$645K +5,908 +11%
BCM
1512
Blume Capital Management
California
$6.99M -$222K -2,035 -3%
SC
1513
Stralem & Co
New York
$6.98M -$958K -8,785 -13%
BCM
1514
Bourgeon Capital Management
Connecticut
$6.98M +$140K +1,280 +2%
HCM
1515
Harvey Capital Management
Florida
$6.95M +$1.49M +13,646 +30%
DSC
1516
Duncker Streett & Co
Missouri
$6.95M +$108K +994 +2%
CFG
1517
Cambridge Financial Group
Ohio
$6.92M -$157K -1,440 -2%
S
1518
Seeyond
France
$6.88M +$5.25M +48,151 +472%
SCM
1519
Stanley Capital Management
Texas
$6.88M
CW
1520
Cobiz Wealth
Colorado
$6.87M +$5.38M +49,354 +553%
CAM
1521
Covenant Asset Management
New Jersey
$6.84M -$197K -1,804 -3%
PFM
1522
Premier Fund Managers
United Kingdom
$6.84M +$1.01M +9,265 +20%
BWAM
1523
Boyd Watterson Asset Management
Ohio
$6.83M +$137K +1,259 +2%
MPA
1524
Marvin & Palmer Associates
Delaware
$6.83M
SCA
1525
Snowden Capital Advisors
New York
$6.79M -$1.64K -15 -0%

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.