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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
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$1.89B +$24.6M +225,628 +1%
WRF
52
Waddell & Reed Financial
Kansas
$1.86B -$74.5M -682,567 -4%
Principal Financial Group
53
Principal Financial Group
Iowa
$1.81B -$29M -266,262 -2%
Polen Capital Management
54
Polen Capital Management
Florida
$1.79B +$106M +975,560 +7%
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.74B -$147M -1,344,767 -8%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$1.7B -$253M -2,318,511 -14%
FAM
57
Fred Alger Management
New York
$1.68B -$130M -1,189,800 -8%
Prudential Financial
58
Prudential Financial
New Jersey
$1.66B -$128M -1,173,158 -8%
CS
59
Credit Suisse
Switzerland
$1.62B +$115M +1,053,017 +8%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$1.6B -$390K -3,571 -0%
O
61
OppenheimerFunds
New York
$1.59B -$57.4M -526,543 -4%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$1.59B +$61.4M +563,056 +4%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$1.57B -$22.4M -205,125 -2%
Tiger Global Management
64
Tiger Global Management
New York
$1.57B +$13.6M +125,000 +0.9%
State Farm Mutual Automobile Insurance
65
State Farm Mutual Automobile Insurance
Illinois
$1.56B +$416M +3,810,340 +41%
Neuberger Berman Group
66
Neuberger Berman Group
New York
$1.55B +$74M +678,484 +5%
VOYA Investment Management
67
VOYA Investment Management
Georgia
$1.49B +$24.6M +225,510 +2%
Aberdeen Group
68
Aberdeen Group
United Kingdom
$1.47B +$169M +1,544,860 +14%
Fundsmith LLP
69
Fundsmith LLP
United Kingdom
$1.43B +$12.4M +113,382 +0.9%
Barclays
70
Barclays
United Kingdom
$1.41B -$65.3M -598,880 -5%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$1.41B -$8.33M -76,387 -0.6%
ATO
72
Alecta Tjanstepension Omsesidigt
Sweden
$1.41B +$54.6M +500,000 +4%
Sanders Capital
73
Sanders Capital
Florida
$1.41B +$68.3M +626,100 +6%
Ninety One (UK)
74
Ninety One (UK)
United Kingdom
$1.34B +$72.5M +664,230 +6%
Winslow Capital Management
75
Winslow Capital Management
Minnesota
$1.31B -$31.2M -286,023 -3%

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.