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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
URS
301
Utah Retirement Systems
Utah
$169M +$2.02M +18,551 +1%
GHCM
302
Glen Harbor Capital Management
California
$168M +$12.6M +115,276 +9%
DC
303
Davenport & Co
Virginia
$168M -$537K -4,926 -0.3%
MLICM
304
Metropolitan Life Insurance Company (MetLife)
New York
$167M -$6.76M -61,927 -4%
CIBC World Market
305
CIBC World Market
Ontario, Canada
$166M -$3.74M -34,322 -2%
NSLI
306
Nan Shan Life Insurance
Taiwan
$165M +$3.87M +35,445 +3%
ERSOT
307
Employees Retirement System of Texas
Texas
$164M +$88.4K +810 +0.1%
AP
308
Antipodes Partners
Australia
$164M -$6.04M -55,393 -4%
AIM
309
Allen Investment Management
New York
$164M -$5.78M -53,010 -4%
ZIG
310
Zurich Insurance Group
Switzerland
$163M -$15.9M -145,733 -10%
Jane Street
311
Jane Street
New York
$162M +$135M +1,241,515 +927%
ACM
312
Atlanta Capital Management
Georgia
$162M +$8.65M +79,248 +6%
JIM
313
Jupiter Investment Management
United Kingdom
$159M -$84K -770 -0.1%
PG
314
Pendal Group
Australia
$159M -$18.4M -168,300 -11%
WBC
315
Westpac Banking Corp
Australia
$157M +$11.3M +103,398 +8%
DCM
316
Dorsal Capital Management
California
$156M +$2.18M +20,000 +2%
H
317
Hexavest
Quebec, Canada
$156M +$9.16M +83,921 +7%
LTFS
318
Ladenburg Thalmann Financial Services
Florida
$155M +$8.84M +81,065 +7%
CIC
319
Chilton Investment Company
Connecticut
$155M -$1.41M -12,880 -1%
BTS
320
BB&T Securities
Virginia
$154M +$5.35M +49,070 +4%
Connor, Clark & Lunn Investment Management (CC&L)
321
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$154M -$25M -229,466 -15%
SAM
322
Silvercrest Asset Management
New York
$152M -$1.13M -10,349 -0.8%
CHP
323
Castle Hook Partners
New York
$151M +$85.4M +782,447 +157%
SCM
324
Sterling Capital Management
North Carolina
$148M -$4.03M -36,911 -3%
Creative Planning
325
Creative Planning
Kansas
$148M +$2.65M +24,299 +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.