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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
MSA
351
Mason Street Advisors
Wisconsin
$129M +$532K +4,878 +0.4%
AIMCA
352
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$128M +$5.25M +48,100 +5%
SAM
353
Shell Asset Management
Netherlands
$125M +$704K +6,457 +0.6%
BFS
354
Bradley Foster & Sargent
Connecticut
$124M -$1.19M -10,872 -1%
CGI
355
Comgest Global Investors
France
$122M +$37.7M +345,500 +50%
Pacer Advisors
356
Pacer Advisors
Pennsylvania
$122M +$112M +1,030,848 +1,241,986%
Handelsbanken Fonder
357
Handelsbanken Fonder
Sweden
$120M +$10.7M +97,890 +11%
AACR
358
ACR Alpine Capital Research
Missouri
$120M -$12.8M -117,467 -10%
HHAA
359
Henry H. Armstrong Associates
Pennsylvania
$120M -$2.18M -19,981 -2%
Carson Wealth (CWM LLC)
360
Carson Wealth (CWM LLC)
Nebraska
$120M +$43.3M +396,518 +878%
PIA
361
Piedmont Investment Advisors
North Carolina
$119M +$1.29M +11,862 +1%
SOADOR
362
State of Alaska Department of Revenue
Alaska
$119M -$10.6M -96,989 -9%
EWM
363
Evercore Wealth Management
New York
$118M +$2.35M +21,522 +2%
HCM
364
Hitchwood Capital Management
New York
$118M +$98.2M +900,000 +900%
FTCM
365
Fir Tree Capital Management
New York
$118M -$4.52M -41,420 -4%
ZIM
366
Zacks Investment Management
Illinois
$116M -$811K -7,435 -0.8%
AAM
367
Advisors Asset Management
Colorado
$115M +$1.92M +17,605 +2%
Truist Financial
368
Truist Financial
North Carolina
$115M +$420K +3,846 +0.4%
OAM
369
Oppenheimer Asset Management
New York
$115M -$6.09M -55,818 -5%
BPC
370
Banque Pictet & Cie
Switzerland
$115M +$9.64M +88,375 +10%
CGT
371
Capital Guardian Trust
California
$114M +$8.84M +81,046 +9%
3CP
372
3G Capital Partners
New York
$113M +$15.9M +145,820 +18%
HIMCH
373
Hartford Investment Management Co (HIMCO)
Connecticut
$113M +$703K +6,448 +0.7%
JWBC
374
John W. Bristol & Co
New York
$113M -$671K -6,154 -0.6%
GG
375
Gofen & Glossberg
Illinois
$113M +$218K +2,002 +0.2%

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.