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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
Goldman Sachs
26
Goldman Sachs
New York
$7.16B -$961M -5,291,323 -13%
UBS Group
27
UBS Group
Switzerland
$6.64B -$1.08B -5,942,692 -15%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$6.57B +$75.1M +413,623 +1%
PPA
29
Parametric Portfolio Associates
Washington
$6.42B +$110M +604,522 +2%
Invesco
30
Invesco
Georgia
$6.36B -$294M -1,618,067 -5%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$6.12B +$375M +2,067,984 +7%
Jennison Associates
32
Jennison Associates
New York
$6.04B -$404M -2,224,728 -7%
Swiss National Bank
33
Swiss National Bank
Switzerland
$5.87B +$79.1M +435,800 +2%
Franklin Resources
34
Franklin Resources
California
$5.62B +$187M +1,031,026 +4%
Deutsche Bank
35
Deutsche Bank
Germany
$5.39B +$335M +1,844,704 +7%
Primecap Management
36
Primecap Management
California
$4.87B -$327M -1,803,770 -7%
CS
37
Credit Suisse
Switzerland
$4.67B +$1.02B +5,618,538 +32%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$4.58B -$4.28M -23,583 -0.1%
ClearBridge Investments
39
ClearBridge Investments
New York
$4.46B -$266M -1,463,864 -6%
Fisher Asset Management
40
Fisher Asset Management
Washington
$4.45B +$72M +396,758 +2%
MAM
41
Magellan Asset Management
Australia
$4.21B +$19.6M +108,100 +0.5%
AAMU
42
Amundi Asset Management US
Massachusetts
$4.18B +$522M +2,872,961 +16%
Nordea Investment Management
43
Nordea Investment Management
Sweden
$4.17B +$1.94B +10,705,657 +105%
American Century Companies
44
American Century Companies
Missouri
$4.05B +$103M +565,262 +3%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$3.8B -$143M -788,952 -4%
Dodge & Cox
46
Dodge & Cox
California
$3.63B -$397M -2,185,081 -11%
Polen Capital Management
47
Polen Capital Management
Florida
$3.59B +$292M +1,609,874 +10%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$3.43B -$101M -554,263 -3%
Allianz Asset Management
49
Allianz Asset Management
Germany
$3.31B -$90.1M -496,202 -3%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.16B -$259M -1,424,212 -8%

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.