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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
1832 Asset Management
101
1832 Asset Management
Ontario, Canada
$951M +$3.1M +28,394 +0.4%
Gates Foundation Trust
102
Gates Foundation Trust
Washington
$944M -$873M -8,000,000 -50%
APG Asset Management
103
APG Asset Management
Netherlands
$938M -$124M -1,134,700 -11%
State of New Jersey Common Pension Fund D
104
State of New Jersey Common Pension Fund D
New Jersey
$926M -$37M -339,300 -4%
EIP
105
Epoch Investment Partners
New York
$882M -$58.3M -534,231 -7%
CIBC Private Wealth Group
106
CIBC Private Wealth Group
Georgia
$836M +$12.1M +110,622 +2%
Hotchkis & Wiley Capital Management
107
Hotchkis & Wiley Capital Management
California
$825M +$173M +1,584,851 +29%
IFP
108
Independent Franchise Partners
United Kingdom
$816M -$6.94M -63,578 -0.9%
National Pension Service
109
National Pension Service
South Korea
$810M +$27.7M +253,912 +4%
AT
110
AMF Tjänstepension
Sweden
$807M +$16.1M +147,291 +2%
Mitsubishi UFJ Trust & Banking
111
Mitsubishi UFJ Trust & Banking
Japan
$799M +$33.9M +310,902 +5%
Schroder Investment Management Group
112
Schroder Investment Management Group
United Kingdom
$796M -$13.1M -119,661 -2%
US Bancorp
113
US Bancorp
Minnesota
$758M +$9.53M +87,332 +1%
WT
114
Wellcome Trust
United Kingdom
$747M +$33M +302,594 +5%
Los Angeles Capital Management
115
Los Angeles Capital Management
California
$745M -$36M -330,286 -5%
Fayez Sarofim & Co
116
Fayez Sarofim & Co
Texas
$740M +$4.85M +44,439 +0.7%
Korea Investment Corp
117
Korea Investment Corp
South Korea
$739M +$28.2M +258,296 +4%
VAM
118
Veritas Asset Management
United Kingdom
$736M +$84.1M +770,741 +14%
Boston Partners
119
Boston Partners
Massachusetts
$736M -$179M -1,644,429 -21%
Aristotle Capital Management
120
Aristotle Capital Management
California
$709M +$7.23M +66,265 +1%
NIPH
121
NN Investment Partners Holdings
Netherlands
$703M -$28.5M -260,947 -4%
First Manhattan
122
First Manhattan
New York
$699M +$6.41M +58,743 +1%
SO
123
STRS Ohio
Ohio
$696M +$1.45M +13,294 +0.2%
Baillie Gifford & Co
124
Baillie Gifford & Co
United Kingdom
$687M +$565M +5,179,059 +798%
ProShare Advisors
125
ProShare Advisors
Maryland
$683M -$5.14M -47,083 -0.8%

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.