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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
GIC
751
GFI Investment Counsel
Ontario, Canada
$45.7M +$661K +3,639 +2%
ERIM
752
Eagle Ridge Investment Management
Connecticut
$45.7M -$3.08M -16,947 -7%
CTI
753
Community Trust & Investment
Kentucky
$45.6M -$2.54K -14 -0%
LNWWM
754
Laird Norton Wetherby Wealth Management
California
$45.5M +$488K +2,688 +1%
CCM
755
Chilton Capital Management
Texas
$45.3M -$1.26M -6,948 -3%
GIP
756
Granite Investment Partners
California
$45.3M -$2.21M -12,164 -5%
PNAA
757
Pictet North America Advisors
Switzerland
$45.2M +$516K +2,842 +1%
WAS
758
Wesleyan Assurance Society
United Kingdom
$45M +$1.45M +8,000 +4%
TIM
759
Thornburg Investment Management
New Mexico
$45M -$634K -3,490 -2%
MIA
760
MainStreet Investment Advisors
Illinois
$44.9M -$128K -706 -0.3%
AC
761
Allstate Corporation
Illinois
$44.8M -$2.61M -14,368 -6%
WMSA
762
Weiss Multi-Strategy Advisers
New York
$44.8M +$5.43M +29,935 +16%
ST
763
Sabal Trust
Florida
$44.8M -$4.64M -25,536 -10%
ACM
764
Azimuth Capital Management
Michigan
$44.7M -$518K -2,852 -1%
HT
765
HighTower Trust
Texas
$44.5M +$744K +4,100 +2%
NG
766
NatWest Group
United Kingdom
$44.3M -$150K -824 -0.4%
BCH
767
Berkshire Capital Holdings
California
$44.1M -$4.35M -23,980 -10%
BDS
768
Banco de Sabadell
Florida
$44M +$5.98M +32,940 +18%
AGDR
769
AdamCapital Gestao de Recursos
Brazil
$43.9M -$15.6M -85,740 -28%
ELI
770
Empire Life Investments
Ontario, Canada
$43.8M +$1.09M +5,983 +3%
PCM
771
Polaris Capital Management
Massachusetts
$43.8M -$6.26M -34,500 -14%
CRC
772
Curi RMB Capital
Illinois
$43.8M -$1.56M -8,601 -4%
SCA
773
Sander Capital Advisors
Washington
$43.7M +$2.01M +11,048 +5%
KFC
774
Klingenstein Fields & Co
New York
$43.7M +$685K +3,772 +2%
HAM
775
HHR Asset Management
New Jersey
$43.6M -$6.7M -36,890 -15%

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.