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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
PWLP
501
Prio Wealth Limited Partnership
Massachusetts
$95.7M +$1.86M +10,246 +2%
CT
502
Cambridge Trust
Massachusetts
$95.1M -$2.01M -11,099 -2%
CC
503
Capital Counsel
New York
$95.1M +$6.5M +35,815 +8%
CCM
504
Causeway Capital Management
California
$94.7M -$89.7M -494,080 -51%
BCPEMI
505
Bain Capital Public Equity Management II
Massachusetts
$94M +$39M +214,887 +87%
VanEck Associates
506
VanEck Associates
New York
$93.9M -$3.49M -19,203 -4%
TH
507
TCTC Holdings
Texas
$93.1M -$594K -3,273 -0.7%
Coatue Management
508
Coatue Management
New York
$93.1M -$386M -2,125,982 -82%
RA
509
Rovida Advisors
Florida
$92.7M +$82.7M +455,600 New
JLBC
510
J.L. Bainbridge & Co
Florida
$92.2M -$2.81M -15,499 -3%
SIA
511
Sit Investment Associates
Minnesota
$92M -$4.2M -23,122 -5%
BCM
512
Becker Capital Management
Oregon
$91.4M -$7.14M -39,347 -8%
AAP
513
Aristotle Atlantic Partners
Florida
$91.1M +$19.1M +105,266 +31%
AACR
514
ACR Alpine Capital Research
Missouri
$91M -$22.6M -124,764 -22%
AAM
515
AMI Asset Management
California
$90.8M -$8.69M -47,895 -10%
SC
516
Saturna Capital
Washington
$90.3M -$9.08M -50,015 -10%
SIM
517
Sentry Investment Management
Wisconsin
$90M -$8.55M -47,077 -10%
WMC
518
Westwood Management Corporation
Illinois
$89.2M -$109K -600 -0.1%
RIM
519
Redpoint Investment Management
Australia
$89M -$6.63M -36,525 -8%
FPCG
520
Fort Pitt Capital Group
Pennsylvania
$88.9M -$467K -2,572 -0.6%
SPIA
521
Steward Partners Investment Advisory
New York
$88.7M +$6.06M +33,409 +8%
COPPSERS
522
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$88.2M -$9.76M -53,759 -11%
AC
523
Athanor Capital
New York
$88.1M +$24.9M +137,188 +46%
BAM
524
Barrett Asset Management
New York
$88M -$295K -1,627 -0.4%
RHBC
525
R.H. Bluestein & Co
Michigan
$87.8M -$1.93M -10,657 -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.