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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
JAM
726
Jupiter Asset Management
United Kingdom
$49M +$1.15M +6,326 +3%
ATC
727
Argent Trust Co
Tennessee
$49M +$906K +4,991 +2%
KCM
728
Kanawha Capital Management
Virginia
$48.4M +$68.6K +378 +0.2%
RC
729
RegentAtlantic Capital
New Jersey
$48.4M +$864K +4,760 +2%
PCIG
730
Partners Capital Investment Group
Massachusetts
$48.3M +$3.28M +18,054 +8%
TAM
731
Taurus Asset Management
New York
$48M -$141K -775 -0.3%
GAM
732
Guinness Asset Management
United Kingdom
$47.9M -$10.5M -57,590 -20%
LCM
733
Logan Capital Management
Pennsylvania
$47.9M +$24.1M +132,606 +129%
DKCM
734
Davidson Kempner Capital Management
New York
$47.7M +$23.1M +127,264 +119%
FNT
735
First National Trust
Pennsylvania
$47.6M +$710K +3,909 +2%
BUB
736
BBVA USA Bancshares
Texas
$47.4M -$1.9M -10,445 -4%
TPCW
737
TD Private Client Wealth
New York
$47.4M +$2.33M +12,858 +6%
ACM
738
Advisors Capital Management
New Jersey
$47.1M +$26.5M +146,155 +172%
SYBT
739
Stock Yards Bank & Trust
Kentucky
$46.9M -$75.3K -415 -0.2%
CP
740
Cumberland Partners
Ontario, Canada
$46.6M +$619K +3,408 +2%
FSA
741
Franklin Street Advisors
North Carolina
$46.6M +$629K +3,466 +2%
CCM
742
Compass Capital Management
Minnesota
$46.5M -$2.05M -11,277 -5%
SPC
743
Sigma Planning Corp
Michigan
$46.4M +$8.38M +46,191 +25%
HP
744
Hosking Partners
United Kingdom
$46.3M -$13.3M -73,085 -24%
SH
745
SeaTown Holdings
Singapore
$46.3M -$3.63M -20,000 -8%
JCM
746
Jag Capital Management
Missouri
$46.1M -$1.75M -9,664 -4%
NPA
747
Nichols & Pratt Advisers
Massachusetts
$46.1M -$132K -726 -0.3%
FAAS
748
First Allied Advisory Services
California
$46M -$5.93M -32,659 -13%
RS
749
Robeco Schweiz
Switzerland
$46M -$2.89M -15,910 -7%
AMI
750
Amica Mutual Insurance
Rhode Island
$45.9M

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.