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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
WI
476
Wafra Inc
New York
$66.4M
PI
477
PGGM Investments
Netherlands
$66.2M -$22.8M -208,819 -27%
GH
478
GAM Holding
Switzerland
$66M +$17.8M +163,237 +41%
SF
479
Synovus Financial
Georgia
$65.9M -$767K -7,028 -1%
BBHC
480
Brown Brothers Harriman & Co
New York
$65.7M +$45.8K +420 +0.1%
MIS
481
Morningstar Investment Services
Illinois
$65.7M +$24.4M +223,319 +67%
UB
482
UMB Bank
Missouri
$65.6M -$49.6K -455 -0.1%
JLBC
483
J.L. Bainbridge & Co
Florida
$65.5M -$1.42M -13,056 -2%
VDI
484
Vaughan David Investments
Illinois
$65.4M -$569K -5,217 -0.9%
Alyeska Investment Group
485
Alyeska Investment Group
Illinois
$65M +$60.1M +551,246 New
VCM
486
Voleon Capital Management
California
$64.9M -$22.9M -210,000 -28%
TH
487
TCTC Holdings
Texas
$64.9M -$505K -4,630 -0.8%
TU
488
TDAM USA
Ontario, Canada
$64.7M -$2.76M -25,287 -4%
Impax Asset Management Group
489
Impax Asset Management Group
United Kingdom
$64.5M +$3.69M +33,788 +7%
DAM
490
Delta Asset Management
Tennessee
$64.5M -$3.21M -29,398 -5%
BJL
491
Brighton Jones LLC
Washington
$63.4M +$1.98M +18,159 +3%
CCM
492
Cullen Capital Management
New York
$63.3M -$20.2K -185 -0%
PA
493
Profund Advisors
Maryland
$63.1M +$1.35M +12,330 +2%
WAM
494
World Asset Management
Michigan
$62.7M +$1.75M +16,000 +3%
CBUSF
495
Construction & Building Unions Superannuation Fund
Australia
$62.6M
PCA
496
Personal Capital Advisors
California
$62.3M +$4.88M +44,756 +9%
SP
497
Sarasin & Partners
United Kingdom
$62.1M +$45.2M +414,010 +367%
CLOS
498
Compagnie Lombard Odier SCmA
Switzerland
$61.7M +$1.21M +11,049 +2%
CM
499
Castleark Management
Illinois
$61.5M -$4.24M -38,820 -7%
FPCG
500
Fort Pitt Capital Group
Pennsylvania
$61.4M -$9.17M -84,029 -14%

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.