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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
Nisa Investment Advisors
201
Nisa Investment Advisors
Missouri
$333M +$3.68M +33,739 +1%
Zurich Cantonal Bank
202
Zurich Cantonal Bank
Switzerland
$333M +$5.13M +47,030 +2%
TAM
203
Troy Asset Management
United Kingdom
$331M +$5.18M +47,500 +2%
FWIA
204
Fort Washington Investment Advisors
Ohio
$331M -$31.7M -290,668 -9%
CI Investments Inc
205
CI Investments Inc
Ontario, Canada
$324M +$35.1M +322,060 +13%
AL
206
AJO LP
Pennsylvania
$323M +$10M +91,627 +3%
SCM
207
Steadfast Capital Management
New York
$315M +$5.77M +52,888 +2%
HFS
208
HL Financial Services
Kentucky
$314M +$2.44M +22,372 +0.8%
Federated Hermes
209
Federated Hermes
Pennsylvania
$314M +$143K +1,310 +0%
CA
210
Commerzbank Aktiengesellschaft
Germany
$311M +$1.03M +9,396 +0.4%
SBAM
211
Santa Barbara Asset Management
California
$309M -$55.4M -507,677 -16%
SOMRS
212
State of Michigan Retirement System
Michigan
$309M +$14.8M +135,200 +5%
AI
213
Ariel Investments
Illinois
$308M -$13.1M -119,683 -4%
NB
214
Norinchukin Bank
Japan
$307M +$2.05M +18,784 +0.7%
HighTower Advisors
215
HighTower Advisors
Illinois
$304M -$15.8M -145,176 -5%
MG
216
Meritage Group
California
$303M +$52.8M +483,534 +23%
SGA
217
Sustainable Growth Advisers
Connecticut
$297M +$58.9M +539,607 +27%
BCIM
218
British Columbia Investment Management
British Columbia, Canada
$293M -$51.5M -471,970 -16%
SB
219
Suntrust Banks
Georgia
$292M -$9.56M -87,669 -3%
Man Group
220
Man Group
United Kingdom
$292M -$110M -1,009,156 -29%
N
221
Nuveen
North Carolina
$289M -$5.57M -51,078 -2%
MNG
222
Manning & Napier Group
New York
$288M +$52.1M +477,691 +24%
M&T Bank
223
M&T Bank
New York
$283M +$6.47M +59,268 +3%
EPFB
224
Employees Provident Fund Board
Malaysia
$272M +$2.74M +25,121 +1%
JFL
225
Jarislowsky, Fraser Ltd
Quebec, Canada
$266M -$6.75M -61,896 -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.