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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
MCA
1676
Morris Capital Advisors
Pennsylvania
$5.43M -$180K -1,651 -3%
CBTWT
1677
Community Bank & Trust (Waco, Texas)
Texas
$5.42M +$8.62K +79 +0.2%
SEIA
1678
Signature Estate & Investment Advisors
California
$5.42M +$335K +3,075 +7%
DAM
1679
Diamant Asset Management
Connecticut
$5.41M -$157K -1,440 -3%
BPA
1680
Beacon Pointe Advisors
California
$5.41M +$3.37M +30,921 +207%
HFM
1681
Harvest Fund Management
China
$5.41M -$444K -4,072 -8%
MBT
1682
Montecito Bank & Trust
California
$5.41M +$52.8K +484 +1%
NP
1683
Ninepoint Partners
Ontario, Canada
$5.39M -$3.65M -33,449 -42%
OIM
1684
Orca Investment Management
Oregon
$5.36M -$75.2K -689 -1%
CCM
1685
Carderock Capital Management
Maryland
$5.35M +$1.91M +17,520 +63%
MFBTD
1686
MB Financial Bank - Trust Department
Illinois
$5.33M -$1.35M -12,408 -22%
PM
1687
Penbrook Management
New York
$5.33M +$65.5K +600 +1%
MHS
1688
M Holdings Securities
Oregon
$5.33M +$508K +4,658 +11%
IWM
1689
IHT Wealth Management
Illinois
$5.31M +$72.4K +664 +1%
BO
1690
BRR OpCo
Ohio
$5.31M +$1.01M +9,294 +26%
WA
1691
WBH Advisory
Maryland
$5.31M -$3.06K -28 -0.1%
SM
1692
Senvest Management
New York
$5.31M +$4.91M +45,000 New
PGA
1693
Portland Global Advisors
Maine
$5.3M -$31.6K -290 -0.6%
FNB
1694
Farmers National Bank
Kentucky
$5.3M +$4.9M +44,916 New
BAM
1695
Brave Asset Management
New Jersey
$5.29M +$228K +2,093 +5%
BIMC
1696
Benson Investment Management Company
Virginia
$5.29M +$70.4K +645 +1%
PI
1697
Parkside Investments
Illinois
$5.28M +$1.04M +9,560 +27%
HPIA
1698
Hamilton Point Investment Advisors
North Carolina
$5.27M -$25.4K -233 -0.5%
WPW
1699
Waldron Private Wealth
Pennsylvania
$5.27M +$566K +5,185 +13%
BDF
1700
Balasa Dinverno & Foltz
$5.26M +$77.2K +708 +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.