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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
BNP Paribas Financial Markets
176
BNP Paribas Financial Markets
France
$406M +$8.06M +73,854 +2%
Axa
177
Axa
France
$405M -$1.17M -10,712 -0.3%
Assenagon Asset Management
178
Assenagon Asset Management
Luxembourg
$405M +$329M +3,017,970 +730%
CSIA
179
Charles Schwab Investment Advisory
California
$388M -$94.8M -868,951 -21%
YAM
180
Yacktman Asset Management
Texas
$388M -$71M -651,183 -17%
AIG
181
American International Group
New York
$387M -$4.09M -37,533 -1%
CWM
182
CIBC World Markets
New York
$385M +$13.4M +122,735 +4%
JMPWA
183
JP Morgan Private Wealth Advisors
California
$383M +$14.3M +131,358 +4%
VVP
184
Vulcan Value Partners
Alabama
$383M -$10.8M -99,175 -3%
FPA
185
First Pacific Advisors
California
$382M -$2.16M -19,775 -0.6%
Acadian Asset Management
186
Acadian Asset Management
Massachusetts
$381M +$13.6M +125,031 +4%
KCM
187
Kensico Capital Management
Connecticut
$372M -$23.3M -213,300 -6%
Baird Financial Group
188
Baird Financial Group
Wisconsin
$371M +$20M +183,701 +6%
Envestnet Asset Management
189
Envestnet Asset Management
Illinois
$370M +$18.1M +165,884 +6%
BAM
190
Burgundy Asset Management
Ontario, Canada
$369M +$2.28M +20,914 +0.7%
Nomura Asset Management
191
Nomura Asset Management
Japan
$367M -$8.74M -80,150 -3%
Artisan Partners
192
Artisan Partners
Wisconsin
$359M +$313M +2,870,803 +1,687%
Luther King Capital Management (LKCM)
193
Luther King Capital Management (LKCM)
Texas
$359M +$2.5M +22,888 +0.8%
KBC Group
194
KBC Group
Belgium
$352M +$35.7M +327,636 +12%
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$350M +$4.19M +38,377 +1%
MSL
196
Mackay Shields LLC
New York
$342M -$3.5M -32,043 -1%
Lord, Abbett & Co
197
Lord, Abbett & Co
New Jersey
$340M -$146M -1,335,355 -32%
AWM
198
Ashmore Wealth Management
Delaware
$339M
FMI
199
Factory Mutual Insurance
Massachusetts
$337M -$21.3M -195,000 -6%
PC
200
PointState Capital
New York
$334M +$153M +1,401,160 +98%

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.