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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
GW
826
GW & Wade
Massachusetts
$38.9M -$2.67M -14,682 -7%
OCM
827
Oribel Capital Management
New York
$38.9M +$8.35M +46,000 +32%
ACM
828
Argent Capital Management
Missouri
$38.8M -$2.39M -13,153 -6%
PP
829
Patten & Patten
Tennessee
$38.6M +$92.2K +508 +0.3%
MAM
830
Mastrapasqua Asset Management
Tennessee
$38.5M -$155K -852 -0.4%
LCM
831
LVM Capital Management
Michigan
$38.4M -$1.02M -5,636 -3%
TNB
832
Thomasville National Bank
Georgia
$38.4M -$6.47M -35,668 -16%
SPC
833
Stewart & Patten Company
California
$38.3M -$1.89M -10,387 -5%
LRPA
834
L. Roy Papp & Associates
Arizona
$38.3M -$730K -4,024 -2%
VI
835
Vestcor Inc
New Brunswick, Canada
$38.3M +$4.47M +24,647 +15%
KRSITF
836
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$38M -$8.12M -44,738 -19%
ET
837
Equitable Trust
Tennessee
$38M +$391K +2,155 +1%
NONA
838
Ninety One North America
New York
$37.9M -$27.3M -150,357 -45%
ALAM
839
Asahi Life Asset Management
Japan
$37.9M -$2.48M -13,688 -7%
RC
840
Randolph Company
Ohio
$37.8M -$23.6K -130 -0.1%
BC
841
Burney Company
Virginia
$37.7M -$722K -3,977 -2%
PIM
842
Provident Investment Management
Michigan
$37.7M -$40.8K -225 -0.1%
DP
843
Dearborn Partners
Illinois
$37.6M -$777K -4,282 -2%
NIM
844
Nexus Investment Management
Ontario, Canada
$37.6M -$2.29M -12,625 -6%
EGA
845
Eagle Global Advisors
Texas
$37.5M +$2.8M +15,426 +9%
IRF
846
IBM Retirement Fund
New York
$37.5M -$681K -3,752 -2%
MHIC
847
Marble Harbor Investment Counsel
Massachusetts
$37.5M -$1.91M -10,530 -5%
BOTW
848
Bank of the West
California
$37.4M +$565K +3,115 +2%
WA
849
WestEnd Advisors
North Carolina
$37.4M +$340K +1,872 +1%
RMCM
850
Reynders McVeigh Capital Management
Massachusetts
$37M +$3.28M +18,058 +11%

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.