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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
PI
51
Putnam Investments
Massachusetts
$3.07B -$86.3M -475,456 -3%
Principal Financial Group
52
Principal Financial Group
Iowa
$3.07B +$145M +798,604 +6%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$3.04B -$98.7M -543,524 -4%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$2.97B -$42.7M -235,460 -2%
TCI Fund Management
55
TCI Fund Management
United Kingdom
$2.94B +$83.3M +458,722 +3%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$2.88B +$119M +655,912 +5%
Eagle Capital Management (New York)
57
Eagle Capital Management (New York)
New York
$2.88B -$104M -574,344 -4%
Arrowstreet Capital
58
Arrowstreet Capital
Massachusetts
$2.75B -$153M -841,891 -6%
Sanders Capital
59
Sanders Capital
Florida
$2.69B +$52.8M +290,688 +2%
Neuberger Berman Group
60
Neuberger Berman Group
New York
$2.67B -$35.3M -194,533 -1%
State Farm Mutual Automobile Insurance
61
State Farm Mutual Automobile Insurance
Illinois
$2.59B
Lazard Asset Management
62
Lazard Asset Management
New York
$2.54B +$175M +964,982 +8%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$2.51B -$20.1M -110,882 -0.9%
Barclays
64
Barclays
United Kingdom
$2.5B +$151M +830,055 +7%
Prudential Financial
65
Prudential Financial
New Jersey
$2.49B -$115M -636,033 -5%
APG Asset Management
66
APG Asset Management
Netherlands
$2.44B +$701M +3,863,058 +40%
Fundsmith LLP
67
Fundsmith LLP
United Kingdom
$2.43B -$3.28M -18,063 -0.2%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$2.41B +$297M +1,637,686 +16%
VOYA Investment Management
69
VOYA Investment Management
Georgia
$2.4B +$86.6M +477,132 +4%
Citigroup
70
Citigroup
New York
$2.33B +$417M +2,296,840 +25%
WRF
71
Waddell & Reed Financial
Kansas
$2.29B -$128M -703,510 -6%
Loomis, Sayles & Company
72
Loomis, Sayles & Company
Massachusetts
$2.29B +$30.3M +166,848 +2%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$2.27B -$2.97M -16,350 -0.1%
Tiger Global Management
74
Tiger Global Management
New York
$2.24B +$39.5M +217,367 +2%
ATO
75
Alecta Tjanstepension Omsesidigt
Sweden
$2.21B

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.