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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
PCM
1601
Palisade Capital Management
New Jersey
$6.09M +$816K +7,477 +17%
SNB
1602
Security National Bank
Nebraska
$6.09M +$297K +2,725 +6%
NME
1603
Notis-McConarty Edward
$6.08M -$81.8K -750 -1%
IMC Chicago
1604
IMC Chicago
Illinois
$6.08M +$849K +7,778 +18%
AFM
1605
Abbot Financial Management
Massachusetts
$6.08M -$16.3K -149 -0.3%
OCM
1606
One Capital Management
California
$6.07M -$152K -1,390 -3%
JRP
1607
Jasper Ridge Partners
California
$6.06M +$5.6M +51,356 New
SAM
1608
Smithbridge Asset Management
Pennsylvania
$6.05M +$1.42K +13 +0%
ACS
1609
Archford Capital Strategies
Illinois
$6.04M +$192K +1,760 +4%
SAM
1610
Sandell Asset Management
New York
$6.04M -$1.1M -10,100 -16%
PGAM
1611
Princeton Global Asset Management
New Jersey
$6.04M +$717K +6,571 +15%
SWA
1612
SFMG Wealth Advisors
Texas
$6.03M -$983K -9,006 -15%
JIC
1613
Joel Isaacson & Co
New York
$6.03M -$41.4K -379 -0.7%
AL
1614
Aspiriant LLC
California
$6M -$232K -2,130 -4%
IWS
1615
Insight Wealth Strategies
California
$6M +$259K +2,374 +5%
MIG
1616
McGuire Investment Group
Rhode Island
$6M +$70.6K +647 +1%
WPC
1617
White Pine Capital
Minnesota
$5.99M -$1.64K -15 -0%
CL
1618
Choreo LLC
Illinois
$5.99M -$131K -1,204 -2%
FCMT
1619
Founders Capital Management (Texas)
Texas
$5.98M +$1.17M +10,691 +27%
CBU
1620
CIBC Bank USA
Illinois
$5.98M -$30.4K -279 -0.5%
PT
1621
Plimoth Trust
Massachusetts
$5.98M -$65K -596 -1%
LM
1622
Lincluden Management
Ontario, Canada
$5.98M -$871K -7,985 -14%
NL
1623
NVWM LLC
Pennsylvania
$5.97M +$14.8K +136 +0.3%
SSA
1624
Schonfeld Strategic Advisors
New York
$5.96M +$3.97M +36,357 +256%
CT
1625
Clearstead Trust
Maine
$5.95M +$105K +959 +2%

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.