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3,559 hedge funds and large institutions have $1.1T invested in Microsoft in 2020 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 1,468 increasing their positions, 1,715 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 98

28% more capital invested

Capital invested by funds: $857B → $1.1T (+$241B)

4% more funds holding in top 10

Funds holding in top 10: 2,0122,092 (+80)

1% more funds holding

Funds holding: 3,5283,559 (+31)

0.6% less ownership

Funds ownership: 71.79%71.19% (-0.6%)

7% less call options, than puts

Call options by funds: $14B | Put options by funds: $15B

14% less repeat investments, than reductions

Existing positions increased: 1,468 | Existing positions reduced: 1,715

Holders
3,559
Holders Change
+31
Holders Change %
+0.88%
% of All Funds
72.96%
Holding in Top 10
2,092
Holding in Top 10 Change
+80
Holding in Top 10 Change %
+3.98%
% of All Funds
42.89%
New
161
Increased
1,468
Reduced
1,715
Closed
98
Calls
$14B
Puts
$15B
Net Calls
-$995M
Net Calls Change
-$206M
Name Holding Trade Value Shares
Change
Change in
Stake
FPA
276
First Pacific Advisors
California
$286M -$71.5M -393,930 -22%
RG
277
Rathbones Group
United Kingdom
$282M +$52.2M +287,463 +26%
Creative Planning
278
Creative Planning
Kansas
$279M +$1.23M +6,778 +0.5%
HL
279
Harding Loevner
New Jersey
$278M -$2.98M -16,414 -1%
Connor, Clark & Lunn Investment Management (CC&L)
280
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$274M +$20.6M +113,638 +9%
NAM
281
Nissay Asset Management
Japan
$271M +$5.96M +32,814 +3%
PI
282
PineBridge Investments
New York
$270M -$2.33M -12,812 -1%
TPSF
283
Texas Permanent School Fund
Texas
$269M
TRSOTSOK
284
Teachers Retirement System of the State of Kentucky
Kentucky
$269M -$23.1M -127,348 -9%
SC
285
Scotia Capital
Ontario, Canada
$269M +$3.32M +18,271 +1%
TPI
286
Tesco Pension Investment
United Kingdom
$268M -$15.3M -84,393 -6%
CAM
287
ClariVest Asset Management
California
$263M -$48.4M -266,865 -17%
FFA
288
First Foundation Advisors
California
$260M -$783K -4,314 -0.3%
CAM
289
Close Asset Management
United Kingdom
$259M +$2.9M +15,971 +1%
CII
290
Capital International Inc
California
$259M +$28.8M +158,510 +14%
CBT
291
Capital Bank & Trust
California
$257M -$9.57M -52,726 -4%
BCIM
292
British Columbia Investment Management
British Columbia, Canada
$254M +$80.7M +444,487 +55%
AAMU
293
AEGON Asset Management (UK)
United Kingdom
$251M +$31M +170,644 +16%
OPERF
294
Oregon Public Employees Retirement Fund
Oregon
$247M -$28.9M -159,319 -12%
UCFA
295
United Capital Financial Advisors
Texas
$245M +$1.52M +8,356 +0.7%
SIM
296
SRS Investment Management
New York
$245M
HNB
297
Huntington National Bank
Ohio
$244M +$2.6M +14,347 +1%
SP
298
Sarasin & Partners
United Kingdom
$244M +$753K +4,147 +0.3%
Northwestern Mutual Wealth Management
299
Northwestern Mutual Wealth Management
Wisconsin
$243M +$36.2M +199,267 +20%
MG
300
Meritage Group
California
$243M -$66.9M -368,708 -24%

MSFT Hedge Fund Activity: Q2 2020 in Review

3,559 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q2 2020, worth a combined $1.1T — up 28% from $857B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new MSFT positions and 98 closed out — a net gain of 63 holders — while 1,468 added to existing stakes and 1,715 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $2B. The largest seller was Osaic Holdings, cutting an estimated $4.46B.

  • 3,559 institutional investors held Microsoft (MSFT) as of Q2 2020, up from 3,528 in Q1 2020.
  • Funds reported $1.1T of Microsoft stock for Q2 2020, up 28% quarter-over-quarter.
  • 161 funds opened new Microsoft positions in Q2 2020 and 98 closed out, a net change of +63 holders.
  • The largest Microsoft buyer in Q2 2020 was T. Rowe Price Associates, an estimated $2B added.
  • The largest Microsoft seller in Q2 2020 was Osaic Holdings, an estimated $4.46B sold.

Based on aggregated 13F filings for Q2 2020.