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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
IMPI
376
Ilmarinen Mutual Pension Insurance
Finland
$163M
SBH
377
Segall Bryant & Hamill
Illinois
$162M +$791K +4,357 +0.5%
OC
378
Oppenheimer & Co
New York
$162M -$18M -99,398 -11%
MCM
379
MAI Capital Management
Ohio
$160M +$971K +5,349 +0.7%
Millennium Management
380
Millennium Management
New York
$160M +$21M +115,666 +17%
DCM
381
Dorsal Capital Management
California
$160M +$10.6M +58,500 +8%
DCM
382
Dupont Capital Management
Delaware
$159M +$1.32M +7,255 +0.9%
IFLIT
383
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$159M
CLOS
384
Compagnie Lombard Odier SCmA
Switzerland
$159M +$12.9M +71,210 +10%
NC
385
Nicholas Company
Wisconsin
$158M -$20.9M -114,895 -13%
TAM
386
Tocqueville Asset Management
New York
$158M -$10.8M -59,484 -7%
SW
387
SVB Wealth
Massachusetts
$158M -$1.58M -8,680 -1%
PG
388
Pendal Group
Australia
$157M -$16.9M -92,833 -11%
CA
389
Commerzbank Aktiengesellschaft
Germany
$156M -$108M -592,390 -44%
GF
390
Gabelli Funds
New York
$155M +$4.39M +24,200 +3%
DILIC
391
Dai-ichi Life Insurance Company
Japan
$155M -$11.1M -60,911 -7%
MVIP
392
Mar Vista Investment Partners
California
$154M -$6.69M -36,835 -5%
VIM
393
Veritas Investment Management
United Kingdom
$153M -$8.59M -47,348 -6%
DLA
394
Douglas Lane & Associates
New York
$153M -$6.49M -35,774 -5%
ESCM
395
Echo Street Capital Management
New York
$153M +$19.8M +108,835 +17%
WT
396
Whittier Trust
California
$150M +$1.38M +7,579 +1%
FDCDDQ
397
Federation des caisses Desjardins du Quebec
Quebec, Canada
$150M -$11.2M -61,859 -8%
JC
398
Joho Capital
New York
$150M
PC
399
PointState Capital
New York
$150M -$85.3M -469,896 -39%
AIMCA
400
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$150M +$55M +303,000 +70%

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.