Microsoft
MSFT
3,528 hedge funds and large institutions have $857B invested in Microsoft in 2020 Q1 according to their latest regulatory filings, with 218 funds opening new positions, 1,454 increasing their positions, 1,704 reducing their positions, and 78 closing their positions.
179% more first-time investments, than exits
New positions opened: 218 | Existing positions closed: 78
16% more funds holding in top 10
Funds holding in top 10: 1,730 → 2,012 (+282)
3% more funds holding
Funds holding: 3,439 → 3,528 (+89)
0.53% less ownership
Funds ownership: 72.33% → 71.79% (-0.53%)
2% less capital invested
Capital invested by funds: $870B → $857B (-$13.3B)
6% less call options, than puts
Call options by funds: $12.2B | Put options by funds: $13B
15% less repeat investments, than reductions
Existing positions increased: 1,454 | Existing positions reduced: 1,704
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.71B |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.45B |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$1.06B |
| 4 |
Swiss National Bank
Zurich,
Switzerland
|
+$870M |
| 5 |
Viking Global Investors
Stamford,
Connecticut
|
+$581M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$6.81B |
| 2 |
Goldman Sachs
New York
|
-$2.43B |
| 3 |
JFA
Johanson Financial Advisors
Campbell,
California
|
-$1.02B |
| 4 |
JP Morgan Chase
New York
|
-$973M |
| 5 |
Dodge & Cox
San Francisco,
California
|
-$915M |
MSFT Hedge Fund Activity: Q1 2020 in Review
3,528 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q1 2020, worth a combined $857B — down 1.5% from $870B a quarter earlier.
Buyers outnumbered sellers: 218 funds opened new MSFT positions and 78 closed out — a net gain of 140 holders — while 1,454 added to existing stakes and 1,704 trimmed.
The largest buyer was Vanguard Group, adding an estimated $2.71B. The largest seller was Capital World Investors, cutting an estimated $6.81B.
- 3,528 institutional investors held Microsoft (MSFT) as of Q1 2020, up from 3,439 in Q4 2019.
- Funds reported $857B of Microsoft stock for Q1 2020, down 1.5% quarter-over-quarter.
- 218 funds opened new Microsoft positions in Q1 2020 and 78 closed out, a net change of +140 holders.
- The largest Microsoft buyer in Q1 2020 was Vanguard Group, an estimated $2.71B added.
- The largest Microsoft seller in Q1 2020 was Capital World Investors, an estimated $6.81B sold.
Based on aggregated 13F filings for Q1 2020.