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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$71.4B +$238M +2,178,436 +0.4%
BlackRock
2
BlackRock
New York
$58.8B -$884M -8,103,743 -2%
State Street
3
State Street
Massachusetts
$36.9B +$1.04B +9,503,045 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$29.7B -$365M -3,346,942 -1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$22.9B +$138M +1,268,111 +0.7%
Capital World Investors
6
Capital World Investors
California
$22.3B +$403M +3,692,793 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$11.9B +$152M +1,396,194 +1%
Capital Research Global Investors
8
Capital Research Global Investors
California
$11.5B -$1.32B -12,069,287 -11%
Northern Trust
9
Northern Trust
Illinois
$11.3B +$7.15M +65,530 +0.1%
Capital International Investors
10
Capital International Investors
California
$11.3B +$349M +3,199,181 +3%
JP Morgan Chase
11
JP Morgan Chase
New York
$10.8B +$336M +3,079,938 +3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$10B -$85.9M -787,319 -0.9%
Invesco
13
Invesco
Georgia
$9.6B +$28.2M +258,174 +0.3%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$9.35B -$53.1M -486,918 -0.6%
Bank of America
15
Bank of America
North Carolina
$9.2B +$726M +6,658,404 +9%
Norges Bank
16
Norges Bank
Norway
$9.1B +$119M +1,088,934 +1%
Morgan Stanley
17
Morgan Stanley
New York
$7.05B -$69.3M -634,778 -1%
Wells Fargo
18
Wells Fargo
California
$6.82B -$47.4M -434,307 -0.7%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$6.21B +$101M +928,106 +2%
UBS Group
20
UBS Group
Switzerland
$5.44B +$716M +6,563,000 +17%
Legal & General Group
21
Legal & General Group
United Kingdom
$5.21B +$935M +8,572,206 +24%
Ameriprise
22
Ameriprise
Minnesota
$5.09B -$198M -1,812,347 -4%
TCIM
23
TIAA CREF Investment Management
New York
$5.08B -$336M -3,084,239 -7%
AllianceBernstein
24
AllianceBernstein
Tennessee
$4.89B +$207M +1,898,646 +5%
Goldman Sachs
25
Goldman Sachs
New York
$4.54B -$165M -1,510,890 -4%

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.