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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
SIC
2351
Shoker Investment Counsel
Ohio
$1.75M +$83.8K +768 +5%
HA
2352
Halsey Associates
Connecticut
$1.75M -$48K -440 -3%
PIMG
2353
Patriot Investment Management Group
Tennessee
$1.75M +$1.62M +14,841 New
NSB
2354
Norway Savings Bank
Maine
$1.73M -$12.5K -115 -0.8%
ICOM
2355
Investment Counselors of Maryland
Maryland
$1.72M -$232K -2,125 -13%
FCB
2356
First Command Bank
Texas
$1.72M +$48.1K +441 +3%
FCFS
2357
First Command Financial Services
Texas
$1.72M +$48.1K +441 +3%
RC
2358
Reik & Co
New York
$1.71M
ANTB
2359
AMG National Trust Bank
Colorado
$1.71M -$8.73K -80 -0.5%
CAM
2360
Cozad Asset Management
Illinois
$1.71M -$24.7K -226 -2%
FC
2361
Financial Consulate
Maryland
$1.71M +$764 +7 +0%
PFGIA
2362
Patriot Financial Group Insurance Agency
Massachusetts
$1.71M +$256K +2,346 +19%
SIA
2363
Starfire Investment Advisers
Michigan
$1.7M -$1.75K -16 -0.1%
FWM
2364
Focused Wealth Management
New York
$1.7M +$204K +1,869 +15%
MIM
2365
Miller Investment Management
Pennsylvania
$1.7M -$2.23M -20,460 -59%
IC
2366
Inscription Capital
Texas
$1.7M -$139K -1,270 -8%
WI
2367
WBI Investments
New Jersey
$1.69M +$1.57M +14,350 New
CBT
2368
Central Bank & Trust
Kentucky
$1.69M -$329K -3,015 -17%
KTM
2369
Keeler Thomas Management
Utah
$1.69M +$955K +8,750 +157%
NCM
2370
Neumann Capital Management
California
$1.69M -$65.5K -600 -4%
CIC
2371
Cornercap Investment Counsel
Georgia
$1.68M -$458K -4,195 -23%
SWMG
2372
Signature Wealth Management Group
Georgia
$1.68M -$64.9K -595 -4%
HCM
2373
Hilton Capital Management
New York
$1.68M +$39.2K +359 +3%
MSS
2374
Mitchell Sinkler & Starr
Pennsylvania
$1.67M -$14.7K -135 -0.9%
WPW
2375
Winthrop Partners - WNY
New York
$1.67M +$237K +2,170 +18%

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.