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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
NSLI
351
Nan Shan Life Insurance
Taiwan
$184M +$11.1M +61,000 +7%
AP
352
Antipodes Partners
Australia
$184M -$24.9M -137,396 -13%
EAM
353
Eagle Asset Management
Florida
$183M -$43.4M -239,260 -21%
SoftBank Group
354
SoftBank Group
Japan
$183M +$163M +899,289 New
FAF
355
Första AP-fonden
Sweden
$183M +$19.5M +107,400 +14%
CCM
356
Coldstream Capital Management
Washington
$181M -$2.31M -12,750 -1%
HHAA
357
Henry H. Armstrong Associates
Pennsylvania
$179M -$2.73M -15,039 -2%
MNG
358
Manning & Napier Group
New York
$179M -$75.7M -417,190 -32%
Impax Asset Management Group
359
Impax Asset Management Group
United Kingdom
$178M +$10.8M +59,519 +7%
GG
360
Gofen & Glossberg
Illinois
$177M -$2.2M -12,094 -1%
WJWM
361
Williams Jones Wealth Management
New York
$176M +$1.31M +7,222 +0.8%
Nomura Holdings
362
Nomura Holdings
Japan
$175M +$145M +800,130 +869%
FT
363
Fiduciary Trust
Massachusetts
$175M -$306K -1,686 -0.2%
CIM
364
Confluence Investment Management
Missouri
$172M -$5.71M -31,472 -4%
H
365
Hexavest
Quebec, Canada
$171M -$82.4M -454,050 -35%
OAM
366
Oppenheimer Asset Management
New York
$171M -$6.06M -33,370 -4%
BBVA
367
Banco Bilbao Vizcaya Argentaria
Spain
$170M +$15.5M +85,194 +11%
VMPIC
368
Varma Mutual Pension Insurance Co
Finland
$170M +$56.9M +313,698 +60%
HIMCH
369
Hartford Investment Management Co (HIMCO)
Connecticut
$169M -$18.2M -100,468 -11%
Marshall Wace
370
Marshall Wace
United Kingdom
$168M +$89.4M +492,637 +147%
QP
371
Quilter Plc
United Kingdom
$167M +$4.84M +26,636 +3%
HPC
372
HM Payson & Co
Maine
$166M -$163K -899 -0.1%
TF
373
TIAA FSB
Florida
$166M +$4.63M +25,514 +3%
MA
374
MUFG Americas
New York
$166M -$3.07M -16,929 -2%
KCM
375
Kornitzer Capital Management
Kansas
$165M -$11.2M -61,627 -7%

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.