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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
CTA
576
Chesley Taft & Associates
Illinois
$72.7M -$305K -1,680 -0.5%
BAMF
577
BI Asset Management Fondsmaeglerselskab
Denmark
$72.7M +$14.7M +80,748 +29%
BHC
578
Bowen Hanes & Co
Florida
$72.6M -$6.23M -34,323 -9%
PFM
579
Parsec Financial Management
North Carolina
$72.2M -$1.14M -6,300 -2%
TG
580
TCW Group
California
$72M -$5.88M -32,369 -8%
B
581
Bailard
California
$71.4M -$199K -1,094 -0.3%
TA
582
TRB Advisors
New York
$71.2M +$40.8M +225,000 +180%
DCM
583
Donaldson Capital Management
Indiana
$71.2M -$222K -1,222 -0.3%
FLII
584
First Long Island Investors
New York
$70.7M -$1.99M -10,942 -3%
WFMPM
585
Woodley Farra Manion Portfolio Management
Indiana
$70.4M -$2.92M -16,068 -4%
CF
586
Cypress Funds
California
$70.1M +$3.09M +17,000 +5%
MI
587
Markston International
New York
$70.1M -$3.14M -17,310 -5%
EB
588
Eastern Bank
Massachusetts
$70M -$1.94M -10,695 -3%
GD
589
Grandfield & Dodd
New York
$69.9M -$1.81M -9,960 -3%
Point72 Asset Management
590
Point72 Asset Management
Connecticut
$69.9M +$32.1M +176,578 +106%
NA
591
NewEdge Advisors
Louisiana
$69.3M +$4.76M +26,215 +8%
GT
592
Glenview Trust
Kentucky
$69.2M +$333K +1,835 +0.5%
TC
593
Tairen Capital
Hong Kong
$68.9M -$54.2M -298,654 -47%
EDRH
594
Edmond de Rothschild Holding
Switzerland
$68.5M +$3.37M +18,565 +6%
V
595
Veritable
Delaware
$68.4M -$4.07M -22,398 -6%
MAM
596
Meeder Asset Management
Ohio
$68.3M +$3.71M +20,456 +6%
CGL
597
Clarius Group LLC
Washington
$68.1M +$6.03M +33,199 +11%
IHL
598
Investment House LLC
California
$68M +$959K +5,285 +2%
ACP
599
Ashfield Capital Partners
California
$67.9M -$9.26K -51 -0%
MJRIC
600
Mogy Joel R Investment Counsel
California
$67.9M -$764K -4,209 -1%

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.