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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
BCWM
326
Bartlett & Co Wealth Management
Ohio
$215M -$10.9M -59,803 -5%
BC
327
Bartlett & Co
Ohio
$215M -$10.9M -60,253 -5%
JWBC
328
John W. Bristol & Co
New York
$214M -$3.31M -18,225 -2%
BI
329
BlueSpruce Investments
Illinois
$214M -$107M -592,146 -36%
BMO
330
Beck Mack & Oliver
New York
$212M -$8M -44,048 -4%
CRM
331
Cardano Risk Management
Netherlands
$211M +$49.6M +273,083 +36%
FWCM
332
Ferguson Wellman Capital Management
Oregon
$207M -$13.2M -72,653 -7%
VNIM
333
Vaughan Nelson Investment Management
Texas
$206M -$6.22M -34,240 -3%
CFB
334
Cullen/Frost Bankers
Texas
$205M +$8.9M +49,040 +5%
EWM
335
Evercore Wealth Management
New York
$204M -$2.72M -15,009 -1%
Cambridge Investment Research Advisors
336
Cambridge Investment Research Advisors
Iowa
$203M +$14.7M +80,946 +9%
FI
337
Focused Investors
California
$203M -$22.3M -122,800 -11%
MSV
338
MN Services Vermogensbeheer
Netherlands
$202M -$74.5M -410,500 -29%
PCM
339
Palestra Capital Management
New York
$201M -$50.4M -277,785 -22%
Parallax Volatility Advisers
340
Parallax Volatility Advisers
California
$200M -$69.7M -384,107 -28%
RPI
341
Railway Pension Investments
United Kingdom
$197M +$51.4M +283,300 +41%
WIM
342
Waverton Investment Management
United Kingdom
$197M -$20.4M -112,122 -10%
TAF
343
Tredje AP-fonden
Sweden
$195M +$7.08M +39,000 +4%
SAM
344
Shell Asset Management
Netherlands
$194M +$5.41M +29,804 +3%
MMH
345
Menora Mivtachim Holdings
Israel
$193M -$57.8M -318,436 -25%
DVI
346
Deccan Value Investors
Connecticut
$191M +$170M +938,300 New
WF
347
Welch & Forbes
Massachusetts
$191M +$919K +5,061 +0.5%
CFC
348
Cincinnati Financial Corp
Ohio
$190M
Rafferty Asset Management
349
Rafferty Asset Management
New York
$189M +$124M +681,046 +276%
SDIC
350
South Dakota Investment Council
South Dakota
$184M -$4.31M -23,748 -3%

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.