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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
CCM
2201
Chickasaw Capital Management
Tennessee
$2.25M +$95.5K +875 +5%
CPIA
2202
Cornell Pochily Investment Advisors
New York
$2.25M -$202K -1,855 -9%
GWMIA
2203
Global Wealth Management Investment Advisory
Florida
$2.25M +$214K +1,966 +12%
PP
2204
PagnatoKarp Partners
Virginia
$2.23M +$474K +4,348 +30%
EA
2205
Emerald Advisers
Pennsylvania
$2.22M +$218 +2 +0%
M
2206
Mirova
France
$2.22M -$8.49M -77,801 -81%
SNBOSD
2207
Security National Bank of So Dak
Iowa
$2.22M +$66.6K +610 +3%
TAM
2208
Todd Asset Management
Kentucky
$2.21M
FPB
2209
First PREMIER Bank
South Dakota
$2.21M +$764 +7 +0%
BOS
2210
Bank of Stockton
California
$2.21M -$136K -1,249 -6%
VCM
2211
Vivaldi Capital Management
Illinois
$2.21M +$1.05M +9,583 +105%
CBFP
2212
Cedar Brook Financial Partners
Ohio
$2.2M +$116K +1,061 +6%
RIA
2213
Realta Investment Advisors
Delaware
$2.19M +$2.02M +18,539 New
CA
2214
Crewe Advisors
Utah
$2.19M -$360K -3,300 -15%
FNBOSM
2215
First National Bank of South Miami
Florida
$2.19M -$51K -467 -2%
KP
2216
Keel Point
Alabama
$2.18M +$391K +3,582 +24%
MIM
2217
Montgomery Investment Management
Maryland
$2.18M
SAM
2218
Security Asset Management
New York
$2.18M +$153K +1,400 +8%
IIC
2219
Integrated Investment Consultants
Michigan
$2.17M +$982 +9 +0%
MMHP
2220
Murphy Middleton Hinkle & Parker
Georgia
$2.17M +$109 +1 +0%
CHP
2221
Cable Hill Partners
Oregon
$2.17M +$327K +3,001 +20%
TWM
2222
Torch Wealth Management
Ohio
$2.16M +$99.4K +911 +5%
PCM
2223
Penserra Capital Management
California
$2.16M +$346K +3,175 +24%
CCWA
2224
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.16M -$35.8K -328 -2%
TAM
2225
Tealwood Asset Management
Minnesota
$2.15M +$1.77M +16,212 +808%

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.