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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
AssetMark Inc
476
AssetMark Inc
California
$105M +$7.5M +41,298 +8%
NMERB
477
New Mexico Educational Retirement Board
New Mexico
$104M +$6.06M +33,400 +7%
IC
478
Inverness Counsel
New York
$104M -$142K -780 -0.2%
CG
479
Colony Group
Massachusetts
$103M +$3.03M +16,680 +3%
SCM
480
Shelton Capital Management
Colorado
$103M +$1.11M +6,121 +1%
PA
481
Profund Advisors
Maryland
$103M +$5.89M +32,422 +7%
SF
482
Synovus Financial
Georgia
$103M -$23.8M -131,301 -21%
AB
483
Amalgamated Bank
New York
$102M -$139M -766,464 -60%
BFM
484
Boston Financial Management
Massachusetts
$102M +$1.09M +6,024 +1%
PNC
485
Park National Corp
Ohio
$101M -$1.58M -8,726 -2%
PVH
486
Psagot Value Holdings
Israel
$101M +$13.2M +72,521 +17%
NP
487
NS Partners
United Kingdom
$100M -$374K -2,061 -0.4%
CWP
488
Capital Wealth Planning
Florida
$99.9M +$25.1M +138,501 +39%
QI
489
QS Investors
New York
$99.4M -$2.13M -11,742 -2%
OTPPB
490
Ontario Teachers' Pension Plan Board
Ontario, Canada
$98.6M -$4.14M -22,819 -4%
BS
491
Banco Santander
Spain
$98.6M -$104M -571,153 -54%
FA
492
FDx Advisors
Illinois
$98.6M +$2.64M +14,558 +3%
Wealthfront Advisers
493
Wealthfront Advisers
California
$98.3M -$758K -4,178 -0.9%
AIA
494
Avalon Investment & Advisory
Texas
$98.2M -$3.59M -19,769 -4%
MC
495
Montag & Caldwell
Georgia
$98.2M -$18.1M -99,740 -17%
VDI
496
Vaughan David Investments
Illinois
$97.7M -$936K -5,155 -1%
MG
497
Markel Group
Virginia
$97.4M
CA
498
Cornerstone Advisors
North Carolina
$97.4M
GH
499
GAM Holding
Switzerland
$96.9M -$10.1M -55,788 -10%
Mercer Global Advisors
500
Mercer Global Advisors
Colorado
$96.3M +$13.9M +76,777 +19%

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.