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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
MAA
1526
Mraz Amerine & Associates
California
$6.76M -$215K -1,970 -3%
CCT
1527
Capital City Trust
Florida
$6.75M -$105K -963 -2%
MPAM
1528
Murphy Pohlad Asset Management
Minnesota
$6.75M -$201K -1,840 -3%
SWM
1529
Segment Wealth Management
Texas
$6.73M +$159K +1,453 +3%
SSI
1530
Scott & Selber Inc
Texas
$6.72M -$54.3K -498 -0.9%
MC
1531
Martin & Co
Tennessee
$6.71M -$94.4K -865 -1%
RHDIC
1532
R.H. Dinel Investment Counsel
California
$6.69M -$109K -1,000 -2%
VF
1533
Virtu Financial
New York
$6.69M +$651K +5,969 +12%
BE
1534
Bonness Enterprises
District of Columbia
$6.69M
DBG
1535
De Burlo Group
Massachusetts
$6.68M -$5.91M -54,200 -49%
PP
1536
Paloma Partners
Connecticut
$6.65M +$4.31M +39,463 +233%
VCM
1537
Vision Capital Management
Oregon
$6.65M +$107K +983 +2%
CWM
1538
CMH Wealth Management
New Hampshire
$6.65M +$110K +1,011 +2%
CHC
1539
City Holding Co
West Virginia
$6.64M -$83.8K -768 -1%
HIM
1540
Hotaling Investment Management
Pennsylvania
$6.64M -$49.4K -453 -0.8%
DAS
1541
Dynamic Advisor Solutions
Arizona
$6.63M +$249K +2,283 +4%
HH
1542
HWG Holdings
Texas
$6.62M +$702K +6,433 +13%
FNBOMD
1543
First National Bank of Mount Dora
Florida
$6.62M +$93.8K +860 +2%
CICI
1544
Capital Investment Counsel Inc
North Carolina
$6.61M -$80.7K -740 -1%
KIP
1545
Kayak Investment Partners
California
$6.6M -$5.7M -52,200 -48%
NGM
1546
North Growth Management
British Columbia, Canada
$6.57M
SBIA
1547
Sheaff Brock Investment Advisors
Indiana
$6.57M +$316K +2,900 +5%
FM
1548
Family Management
New York
$6.57M -$1.5M -13,794 -20%
FI
1549
Financial Insights
Washington
$6.55M -$108K -987 -2%
JAM
1550
JCIC Asset Management
Ontario, Canada
$6.55M +$1.83M +16,805 +43%

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.