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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
MHC
451
Meyer Handelman Company
New York
$117M -$2.89M -15,906 -3%
SG Americas Securities
452
SG Americas Securities
New York
$116M +$76M +418,463 +278%
RCAMU
453
Rothschild & Co Asset Management US
Connecticut
$116M -$8.93M -49,197 -8%
ANI
454
American National Insurance
Texas
$116M
PSUF
455
People's United Financial
Connecticut
$115M +$285K +1,572 +0.3%
SCCM
456
Schafer Cullen Capital Management
New York
$115M -$7.56M -41,659 -7%
TP
457
Thunderbird Partners
United Kingdom
$115M
GAM
458
Greenwoods Asset Management
Cayman Islands
$115M +$646K +3,560 +0.6%
DSA
459
Davis Selected Advisers
Arizona
$114M -$2.53M -13,910 -2%
MWA
460
Marshall Wace Asia
Hong Kong
$114M -$108M -595,069 -51%
CM
461
Castleark Management
Illinois
$112M +$21.9M +120,850 +28%
CI
462
Clal Insurance
Israel
$112M -$9.89M -54,500 -9%
MU
463
Mirova US
Massachusetts
$111M +$9.62M +53,017 +11%
CBUSF
464
Construction & Building Unions Superannuation Fund
Australia
$111M -$5.32M -29,298 -5%
PA
465
Pinnacle Associates
New York
$111M -$4.14M -22,807 -4%
UB
466
UMB Bank
Missouri
$111M -$2.12M -11,695 -2%
DAM
467
Delta Asset Management
Tennessee
$111M +$557K +3,068 +0.6%
II
468
IFM Investors
Australia
$108M -$36.5M -201,196 -27%
CGH
469
Crossmark Global Holdings
Texas
$107M +$3.43M +18,920 +4%
ZCM
470
Ziegler Capital Management
Illinois
$107M -$29.9M -164,713 -24%
TAM
471
Trillium Asset Management
Massachusetts
$106M -$1.33M -7,311 -1%
NLGIA
472
Nippon Life Global Investors Americas
New York
$106M +$1.04M +5,740 +1%
HIIFS
473
Harel Insurance Investments & Financial Services
Israel
$106M -$8.17K -45 -0%
MIFH
474
Migdal Insurance & Financial Holdings
Israel
$106M -$27.9M -153,662 -23%
BBHC
475
Brown Brothers Harriman & Co
New York
$106M +$350K +1,928 +0.4%

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.