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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
BF
426
BOK Financial
Oklahoma
$131M +$9.16M +50,476 +9%
CAG
427
Crestwood Advisors Group
Massachusetts
$130M +$2.13M +11,755 +2%
RE
428
RBC Europe
United Kingdom
$129M +$12.7M +69,864 +12%
MIS
429
Morningstar Investment Services
Illinois
$128M +$4.54M +25,014 +4%
WorldQuant Millennium Advisors
430
WorldQuant Millennium Advisors
New York
$128M -$20.5M -112,693 -15%
JCAM
431
Jericho Capital Asset Management
New York
$127M +$113M +623,706 New
Jane Street
432
Jane Street
New York
$127M -$60.6M -333,649 -35%
BIM
433
Bridges Investment Management
Nebraska
$126M -$1.36M -7,469 -1%
MNBTD
434
Moody National Bank Trust Division
Texas
$126M +$132K +727 +0.1%
PAG
435
Private Advisor Group
New Jersey
$125M +$20.1M +110,469 +22%
FCI
436
Financial Counselors Inc
Kansas
$124M +$14.5M +79,721 +15%
CRCM
437
Cat Rock Capital Management
Connecticut
$124M +$19.4M +107,000 +21%
PCA
438
Personal Capital Advisors
California
$124M -$211K -1,164 -0.2%
SCA
439
STALEY CAPITAL ADVISERS
Pennsylvania
$124M -$2.41M -13,270 -2%
HMP
440
HS Management Partners
New York
$124M -$5.89M -32,440 -5%
TA
441
Trivest Advisors
Hong Kong
$124M -$39.9M -220,000 -27%
WI
442
Wafra Inc
New York
$124M -$781K -4,300 -0.7%
SFFS
443
Stonehage Fleming Financial Services
Jersey
$123M -$69.2M -381,077 -39%
DADC
444
D.A. Davidson & Co
Montana
$122M -$26.7M -147,174 -20%
Carson Wealth (CWM LLC)
445
Carson Wealth (CWM LLC)
Nebraska
$120M
ABC
446
Associated Banc-Corp
Wisconsin
$120M -$1.21M -6,640 -1%
MML Investors Services
447
MML Investors Services
Massachusetts
$118M +$10.5M +57,611 +11%
BJL
448
Brighton Jones LLC
Washington
$117M -$3.81M -20,998 -4%
C
449
Consulta
United Kingdom
$117M +$104M +575,000 New
AC
450
Avenir Corporation
Virginia
$117M -$1.97M -10,861 -2%

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.