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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
ATI
876
Act Two Investors
California
$34.9M +$130K +715 +0.4%
CC
877
Cornerstone Capital
California
$34.7M -$2.44M -13,438 -7%
RT
878
Rockland Trust
Massachusetts
$34.7M -$1.25M -6,891 -4%
SCP
879
Seizert Capital Partners
Michigan
$34.7M -$8.45M -46,534 -21%
Kovitz Investment Group Partners
880
Kovitz Investment Group Partners
Illinois
$34.7M -$2.12M -11,656 -6%
CCM
881
Cullen Capital Management
New York
$34.6M -$10.9M -59,940 -26%
DCM
882
Decatur Capital Management
Georgia
$34.6M -$545 -3 -0%
CVA
883
Ceredex Value Advisors
Florida
$34.5M -$47.5M -261,750 -61%
JIR
884
James Investment Research
Ohio
$34.5M -$1.7M -9,386 -5%
MIM
885
Manitou Investment Management
Ontario, Canada
$34.4M -$6.11M -33,645 -17%
MCM
886
Moore Capital Management
New York
$34.4M -$52.3M -288,205 -63%
AFG
887
Albion Financial Group
Utah
$34.4M +$2.59M +14,241 +9%
MME
888
Meag Munich Ergo
Germany
$34.3M +$363K +1,998 +1%
CCP
889
Corient Capital Partners
California
$34.2M +$3.33M +18,349 +12%
CFA
890
Carroll Financial Associates
North Carolina
$34.2M -$98.2K -541 -0.3%
ECM
891
ETrade Capital Management
Virginia
$34.2M -$2.29M -12,600 -7%
BIAS
892
Beacon Investment Advisory Services
New Jersey
$34.1M -$3.03M -16,702 -9%
FCBT
893
First Citizens Bank & Trust
North Carolina
$34.1M -$1.5M -8,260 -5%
PAM
894
Palisade Asset Management
Minnesota
$34.1M -$1.45M -7,977 -5%
BCAM
895
Boston Common Asset Management
Massachusetts
$34M -$705K -3,886 -2%
JMFC
896
J.M. Forbes & Co
Massachusetts
$34M -$104K -575 -0.3%
FBB
897
Fulton Breakefield Broenniman
Maryland
$34M +$964K +5,313 +3%
BBA
898
BLB&B Advisors
Pennsylvania
$33.9M -$249K -1,370 -0.8%
CPC
899
Cookson Peirce & Co
Pennsylvania
$33.8M -$339K -1,866 -1%
LSCM
900
Light Street Capital Management
California
$33.8M -$21.7M -119,800 -42%

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.