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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
SRIM
551
Saratoga Research & Investment Management
California
$80.6M -$17.3M -95,562 -19%
CIP
552
Chartwell Investment Partners
Pennsylvania
$80.5M +$2.24M +12,360 +3%
EAM
553
Erste Asset Management
Austria
$80.5M -$8.99M -49,545 -11%
WTC
554
WhitTier Trust Company
Nevada
$80.5M +$325K +1,789 +0.5%
CTA
555
Carillon Tower Advisers
Florida
$80M -$9.23M -50,859 -11%
FNBOO
556
First National Bank of Omaha
Nebraska
$79.9M -$1.26M -6,933 -2%
SIC
557
Salem Investment Counselors
North Carolina
$79.7M -$1.79M -9,850 -2%
CAI
558
Capital Advisors Inc
Oklahoma
$79.2M -$4.24M -23,350 -6%
SI
559
Stephens Inc
Arkansas
$79M -$1.13M -6,229 -2%
BB
560
Busey Bank
Illinois
$78.9M +$4.08M +22,491 +6%
CSIC
561
Clifford Swan Investment Counsel
California
$78.9M -$1.47M -8,112 -2%
MP
562
Munro Partners
Australia
$78.1M +$9.81M +54,050 +16%
GLA
563
Great Lakes Advisors
Illinois
$76.5M -$1.11M -6,116 -2%
WSFS
564
Wilmington Savings Fund Society
Delaware
$76.2M -$9.71M -53,475 -12%
CL
565
CPWM LLC
Washington
$76.1M +$431K +2,375 +0.6%
CHP
566
Castle Hook Partners
New York
$76.1M +$3.8M +20,948 +6%
MIP
567
Mondrian Investment Partners
United Kingdom
$75.8M -$4.94M -27,223 -7%
HJGA
568
Hardman Johnston Global Advisors
Connecticut
$75.6M +$1.23M +6,750 +2%
PP
569
Palladium Partners
Virginia
$75.5M +$144K +792 +0.2%
HP
570
Hound Partners
New York
$75.3M -$28.7M -157,943 -30%
KIA
571
KCM Investment Advisors
California
$75.2M +$3.34M +18,426 +5%
PA
572
Parallel Advisors
California
$73.6M -$4.43M -24,412 -6%
SCM
573
Sahana Capital Management
Connecticut
$73.3M -$43.5M -239,794 -40%
PMAM
574
Picton Mahoney Asset Management
Ontario, Canada
$73.2M -$3.3M -18,205 -5%
PL
575
Perpetual Ltd
Australia
$73M +$27.9M +153,910 +75%

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.