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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
Loomis, Sayles & Company
76
Loomis, Sayles & Company
Massachusetts
$1.31B +$3.4M +31,138 +0.3%
JSP
77
Jackson Square Partners
California
$1.31B -$35.8M -327,817 -3%
TD Asset Management
78
TD Asset Management
Ontario, Canada
$1.29B +$38.3M +351,298 +3%
EVM
79
Eaton Vance Management
Massachusetts
$1.24B -$5.63M -51,581 -0.5%
Swedbank
80
Swedbank
Sweden
$1.21B +$45.2M +414,553 +4%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$1.21B -$1.26M -11,508 -0.1%
DZ Bank
82
DZ Bank
Germany
$1.2B +$95.4M +874,531 +9%
HSBC Holdings
83
HSBC Holdings
United Kingdom
$1.17B -$168M -1,536,711 -13%
ECU
84
Egerton Capital (UK)
United Kingdom
$1.16B +$109M +998,835 +11%
Viking Global Investors
85
Viking Global Investors
Connecticut
$1.15B -$371M -3,398,162 -26%
Adage Capital Partners
86
Adage Capital Partners
Massachusetts
$1.14B -$17M -155,900 -2%
Lazard Asset Management
87
Lazard Asset Management
New York
$1.13B +$362K +3,321 +0%
Barrow, Hanley, Mewhinney & Strauss
88
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.12B +$3.15M +28,889 +0.3%
Russell Investments Group
89
Russell Investments Group
United Kingdom
$1.12B +$60.4M +553,959 +6%
PP
90
Prudential plc
United Kingdom
$1.11B -$82.8M -759,043 -7%
RJA
91
Raymond James & Associates
Florida
$1.09B +$12.7M +116,810 +1%
State of Wisconsin Investment Board
92
State of Wisconsin Investment Board
Wisconsin
$1.09B +$9.11M +83,511 +0.9%
Brown Advisory
93
Brown Advisory
Maryland
$1.08B +$115M +1,055,300 +13%
Fidelity International
94
Fidelity International
Bermuda
$1.07B +$146M +1,341,957 +17%
LPC
95
Lone Pine Capital
Connecticut
$1.07B -$116M -1,062,033 -11%
Nordea Investment Management
96
Nordea Investment Management
Sweden
$1.05B -$15.9M -145,371 -2%
USAA
97
United Services Automobile Association
Texas
$1.01B +$6.48M +59,380 +0.7%
Canada Life
98
Canada Life
Manitoba, Canada
$1.01B +$104M +953,230 +12%
Chevy Chase Trust
99
Chevy Chase Trust
Maryland
$987M +$1.78M +16,337 +0.2%
Bessemer Group
100
Bessemer Group
New Jersey
$955M +$198M +1,816,808 +29%

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.