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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
SC
1576
Sawyer & Company
Massachusetts
$6.27M -$248K -2,269 -4%
SFSG
1577
Stearns Financial Services Group
North Carolina
$6.26M -$538K -4,932 -9%
BFO
1578
Biltmore Family Office
North Carolina
$6.25M +$89.5K +820 +2%
PM
1579
Precept Management
Texas
$6.25M -$1.31M -12,000 -18%
Capital Fund Management (CFM)
1580
Capital Fund Management (CFM)
France
$6.24M +$5.77M +52,901 New
BAM
1581
Blueshift Asset Management
New Jersey
$6.24M +$5.77M +52,885 New
LJAC
1582
L.J. Altfest & Co
New York
$6.21M +$275K +2,522 +5%
OGC
1583
Oak Grove Capital
New Hampshire
$6.21M +$653K +5,984 +13%
BCB
1584
Brian C. Broderick
$6.21M -$39.7K -364 -0.7%
PC
1585
Port Capital
Illinois
$6.2M -$76.8K -704 -1%
MIC
1586
MU Investments Company
Japan
$6.2M
PAS
1587
Park Avenue Securities
New York
$6.19M +$5.68M +52,027 New
SBWIC
1588
Schaper Benz & Wise Investment Counsel
Wisconsin
$6.19M -$5.46K -50 -0.1%
RGC
1589
Roberts, Glore & Co
Illinois
$6.18M -$10.9K -100 -0.2%
HFM
1590
Hartford Financial Management
Connecticut
$6.17M +$376K +3,446 +7%
BA
1591
Baugh & Associates
Georgia
$6.17M -$59.9K -549 -1%
PA
1592
Perennial Advisors
New York
$6.17M +$570K +5,221 +11%
MC
1593
MRJ Capital
New York
$6.16M -$87.3K -800 -2%
OFM
1594
Optima Fund Management
New York
$6.15M +$259K +2,378 +5%
NNP
1595
Nachman Norwood & Parrott
South Carolina
$6.13M +$14.1K +129 +0.2%
VLKIM
1596
Van Lanschot Kempen Investment Management
Netherlands
$6.12M +$1.47M +13,444 +35%
BAC
1597
Boys Arnold & Co
North Carolina
$6.11M -$528K -4,844 -9%
PCM
1598
Prelude Capital Management
New York
$6.1M -$2.02M -18,523 -26%
PAG
1599
Private Advisory Group
Washington
$6.1M
PG
1600
Patten Group
Tennessee
$6.09M +$28.9K +265 +0.5%

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.