We are live on ! Find out more
MSFT icon

Microsoft

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
AI
401
Axiom Investors
Connecticut
$98.9M -$3.49M -31,960 -4%
SMDAM
402
Sumitomo Mitsui DS Asset Management
Japan
$98.6M +$14.6M +134,164 +19%
DCM
403
Dupont Capital Management
Delaware
$98.1M -$7.05M -64,632 -7%
VIP
404
Vantage Investment Partners
Missouri
$98.1M -$23.3M -213,655 -20%
RG
405
Rathbones Group
United Kingdom
$97.4M +$4.95M +45,381 +6%
Balyasny Asset Management
406
Balyasny Asset Management
Illinois
$97.1M +$89.1M +816,526 +12,183%
CG
407
Carmignac Gestion
France
$96.8M +$89.6M +821,130 New
FCM
408
Flinton Capital Management
Pennsylvania
$96M +$7.19M +65,872 +9%
OC
409
Oppenheimer & Co
New York
$95.5M +$1.35M +12,356 +2%
MC
410
Montag & Caldwell
Georgia
$95.1M -$7.98M -73,184 -8%
PSUF
411
People's United Financial
Connecticut
$94.9M -$1.34M -12,327 -2%
CCM
412
Coldstream Capital Management
Washington
$94.8M -$2.12M -19,388 -2%
SAM
413
Securian Asset Management
Minnesota
$94.6M -$20.6K -189 -0%
RP
414
Riverbridge Partners
Minnesota
$94.3M +$1.27M +11,637 +1%
BCWM
415
Bartlett & Co Wealth Management
Ohio
$94.1M -$75.6K -693 -0.1%
BC
416
Bartlett & Co
Ohio
$94.1M -$75.6K -693 -0.1%
HPC
417
HM Payson & Co
Maine
$93.6M +$85.6M +784,612 +9,113%
Fiera Capital (Canada)
418
Fiera Capital (Canada)
Quebec, Canada
$93.4M -$1.13M -10,340 -1%
ADEF
419
Adams Diversified Equity Fund
Maryland
$93.2M
B
420
BP
United Kingdom
$92M -$1.09M -10,000 -1%
CGH
421
Crossmark Global Holdings
Texas
$91.2M -$1.57M -14,347 -2%
AAMU
422
AEGON Asset Management (UK)
United Kingdom
$90.3M +$328K +3,010 +0.4%
MIP
423
Mondrian Investment Partners
United Kingdom
$88.9M -$7.66M -70,189 -9%
MMH
424
Menora Mivtachim Holdings
Israel
$88.7M +$13.8M +126,228 +20%
BCM
425
Bridgeway Capital Management
Texas
$87.8M +$52.5M +480,950 +182%

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.