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Microsoft

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
SI
301
Scharf Investments
California
$242M -$6.46M -35,590 -3%
NB
302
Norinchukin Bank
Japan
$242M -$4.78M -26,340 -2%
EPFB
303
Employees Provident Fund Board
Malaysia
$240M -$1.64M -9,039 -0.8%
MCM
304
Marsico Capital Management
Colorado
$238M -$4.1M -22,608 -2%
WBC
305
Westpac Banking Corp
Australia
$238M -$13.7M -75,326 -6%
SAM
306
Silvercrest Asset Management
New York
$238M -$32M -176,450 -13%
Diamond Hill Capital Management
307
Diamond Hill Capital Management
Ohio
$237M -$136M -747,251 -39%
CIC
308
Chilton Investment Company
Connecticut
$237M -$20.2M -111,033 -9%
Mariner
309
Mariner
Kansas
$237M +$12.6M +69,449 +6%
AIM
310
Artemis Investment Management
United Kingdom
$236M -$24M -132,441 -10%
DC
311
Davenport & Co
Virginia
$235M -$2.13M -11,730 -1%
ERSOT
312
Employees Retirement System of Texas
Texas
$231M +$1.66M +9,143 +0.8%
AL
313
AJO LP
Pennsylvania
$231M -$63.6M -350,607 -24%
SLAM
314
Swiss Life Asset Management
$227M +$680K +3,748 +0.3%
ASC
315
Atalanta Sosnoff Capital
New York
$226M -$42.7M -234,959 -17%
CAPTRUST Financial Advisors
316
CAPTRUST Financial Advisors
North Carolina
$226M +$42M +231,423 +27%
Pacer Advisors
317
Pacer Advisors
Pennsylvania
$224M +$112M +618,448 +128%
ACM
318
Altimeter Capital Management
Massachusetts
$223M +$104M +572,135 +109%
PGEBT
319
Pactiv General Employee Benefit Trust
Illinois
$222M
AAM
320
Advisors Asset Management
Colorado
$221M +$3M +16,503 +2%
MSA
321
Mason Street Advisors
Wisconsin
$220M -$1.06M -5,813 -0.5%
MOACM
322
Mutual of America Capital Management
New York
$219M -$25M -137,712 -11%
HA
323
Homestead Advisers
Virginia
$217M -$16.7M -92,089 -8%
GIM
324
Generation Investment Management
United Kingdom
$216M +$2.25M +12,421 +1%
BPC
325
Banque Pictet & Cie
Switzerland
$216M -$2.8M -15,413 -1%

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.