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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
SFI
1701
SPC Financial Inc
Maryland
$5.25M +$456K +4,177 +10%
CIC
1702
Chase Investment Counsel
Virginia
$5.25M -$1.34M -12,255 -22%
MWP
1703
MYCIO Wealth Partners
Pennsylvania
$5.24M -$103K -944 -2%
BO
1704
Bank OZK
Arkansas
$5.24M +$59.5K +545 +1%
NCGI
1705
Next Century Growth Investors
Minnesota
$5.22M +$585K +5,358 +14%
CNC
1706
Citizens & Northern Corp
Pennsylvania
$5.22M +$725K +6,645 +18%
LI
1707
Lafayette Investments
Maryland
$5.2M +$982 +9 +0%
PHS
1708
Pekin Hardy Strauss
Illinois
$5.18M -$92.7K -850 -2%
AAF
1709
Andra AP-fonden
Sweden
$5.18M +$4.79M +43,900 New
AIM
1710
Arcadia Investment Management
Michigan
$5.17M +$152K +1,395 +3%
BKA
1711
Brick & Kyle Associates
Pennsylvania
$5.16M +$153K +1,400 +3%
TWA
1712
TCI Wealth Advisors
Arizona
$5.15M -$114K -1,044 -2%
DIA
1713
Dean Investment Associates
Ohio
$5.15M -$65.1K -597 -1%
AIIMS
1714
Analyst IMS Investment Management Services
Israel
$5.14M -$4.9M -44,899 -51%
FHA
1715
Flagship Harbor Advisors
Massachusetts
$5.14M +$242K +2,221 +5%
NDSI
1716
Newman Dignan & Sheerar Inc
Rhode Island
$5.13M -$227K -2,085 -5%
PCM
1717
Palouse Capital Management
Washington
$5.13M -$3.03M -27,778 -39%
RFWA
1718
RPg Family Wealth Advisory
Massachusetts
$5.11M +$238K +2,186 +5%
CCM
1719
Corsair Capital Management
New York
$5.11M +$623K +5,708 +15%
TNBTD
1720
Trustmark National Bank Trust Department
Mississippi
$5.1M -$41.7K -382 -0.9%
RB
1721
Rodgers Brothers
Pennsylvania
$5.08M -$8.84K -81 -0.2%
VWA
1722
V Wealth Advisors
Kansas
$5.07M -$452K -4,146 -9%
IC
1723
Investment Counsel
Michigan
$5.06M -$21.8K -200 -0.5%
OC
1724
Oakworth Capital
Alabama
$5.05M -$62.1K -569 -1%
CC
1725
Colrain Capital
Massachusetts
$5.05M -$66.6K -610 -1%

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.