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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
FMW
526
Farr Miller & Washington
District of Columbia
$87.6M -$192K -1,055 -0.2%
CCMG
527
Clark Capital Management Group
Pennsylvania
$87.4M -$8.36M -46,078 -10%
TU
528
TDAM USA
Ontario, Canada
$87M -$7.03M -38,732 -8%
BHIA
529
Birch Hill Investment Advisors
Massachusetts
$86.8M -$4.64M -25,580 -6%
SAM
530
Sawgrass Asset Management
Florida
$86.7M -$20.4M -112,178 -21%
OC
531
Oakmont Corp
California
$86.7M -$55.2K -304 -0.1%
HW
532
Hancock Whitney
Mississippi
$86.4M -$556K -3,064 -0.7%
BSA
533
Braun Stacey Associates
New York
$86.2M +$1.33M +7,307 +2%
KRS
534
Kentucky Retirement Systems
Kentucky
$85.9M -$17.9M -98,835 -19%
NMIMC
535
Northwestern Mutual Investment Management Company
Wisconsin
$84.8M +$3.45M +19,006 +5%
CS
536
Cannell & Spears
New York
$83.5M -$8.84M -48,672 -11%
FLPIM
537
F.L. Putnam Investment Management
Massachusetts
$83.4M +$4.92M +27,104 +7%
HCMT
538
Highland Capital Management (Tennessee)
Tennessee
$83.3M +$2.7M +14,884 +4%
AIM
539
Alphinity Investment Management
Australia
$83.3M +$6.13M +33,788 +9%
BAMCO Inc
540
BAMCO Inc
New York
$83.2M +$30.8M +169,756 +71%
AWM
541
AE Wealth Management
Kansas
$83.1M +$15.7M +86,320 +27%
SFM
542
Stack Financial Management
Montana
$83M -$450K -2,477 -0.6%
HCM
543
Howland Capital Management
Massachusetts
$83M -$3.35M -18,441 -4%
MCM
544
McKinley Capital Management
Alaska
$82.2M -$5.73M -31,541 -7%
BPCE
545
Bank Pictet & Cie (Europe)
Germany
$81.9M +$1.03M +5,675 +1%
RJT
546
Raymond James Trust
Florida
$81.9M +$102K +560 +0.1%
BPB
547
Badgley, Phelps & Bell
Washington
$81.8M -$645K -3,553 -0.9%
JHP
548
James Hambro & Partners
United Kingdom
$81.8M -$171K -941 -0.2%
LFDLE
549
La Financiere de L'Echiquier
France
$81.3M -$16.8M -92,785 -19%
BAPIM
550
British Airways Pensions Investment Management
United Kingdom
$81.2M

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.