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
Stifel Financial
126
Stifel Financial
Missouri
$680M +$23.9M +218,707 +4%
PAM
127
Panagora Asset Management
Massachusetts
$648M -$93.1M -853,216 -13%
AG
128
Aperio Group
California
$643M +$24.7M +225,985 +4%
First Eagle Investment Management
129
First Eagle Investment Management
New York
$638M -$102M -934,080 -15%
Toronto Dominion Bank
130
Toronto Dominion Bank
Ontario, Canada
$630M +$94.3M +864,489 +19%
Citigroup
131
Citigroup
New York
$621M -$83.2M -762,980 -13%
A
132
AustralianSuper
Australia
$613M +$83.4M +764,646 +17%
Public Employees Retirement Association of Colorado
133
Public Employees Retirement Association of Colorado
Colorado
$612M +$1.17M +10,721 +0.2%
DFO
134
Duquesne Family Office
New York
$610M +$60.3M +552,580 +12%
Caisse de Depot et Placement du Quebec (CDPQ)
135
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$609M -$10.2M -93,600 -2%
PAMU
136
Pictet Asset Management (UK)
United Kingdom
$605M -$40M -367,017 -7%
SEI Investments
137
SEI Investments
Pennsylvania
$601M +$84.5M +774,671 +18%
FPP
138
Findlay Park Partners
United Kingdom
$599M -$129M -1,185,073 -19%
Ohio Public Employees Retirement System (OPERS)
139
Ohio Public Employees Retirement System (OPERS)
Ohio
$599M -$32.9M -301,986 -6%
Thrivent Financial for Lutherans
140
Thrivent Financial for Lutherans
Minnesota
$592M -$2.86M -26,250 -0.5%
Grantham, Mayo, Van Otterloo & Co (GMO)
141
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$572M -$40.1M -367,651 -7%
DCP
142
DSM Capital Partners
Florida
$570M -$972K -8,909 -0.2%
Robeco Institutional Asset Management
143
Robeco Institutional Asset Management
Netherlands
$568M +$34.9M +319,735 +7%
Retirement Systems of Alabama
144
Retirement Systems of Alabama
Alabama
$568M -$11.9M -108,748 -2%
Treasurer of the State of North Carolina
145
Treasurer of the State of North Carolina
North Carolina
$559M +$5.55M +50,850 +1%
Parnassus Investments
146
Parnassus Investments
California
$553M -$350K -3,206 -0.1%
Bank of Nova Scotia
147
Bank of Nova Scotia
Ontario, Canada
$542M -$1.08M -9,865 -0.2%
Royal London Asset Management
148
Royal London Asset Management
United Kingdom
$542M -$2.59M -23,699 -0.5%
Mackenzie Financial
149
Mackenzie Financial
Ontario, Canada
$529M -$12.3M -113,079 -2%
Macquarie Group
150
Macquarie Group
Australia
$528M -$38M -348,328 -7%

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.