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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
Fayez Sarofim & Co
101
Fayez Sarofim & Co
Texas
$1.5B +$236M +1,299,047 +21%
Chevy Chase Trust
102
Chevy Chase Trust
Maryland
$1.46B -$75.5M -415,930 -5%
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$1.46B +$57.5M +316,868 +5%
Baillie Gifford & Co
104
Baillie Gifford & Co
United Kingdom
$1.46B +$9.33M +51,417 +0.7%
Korea Investment Corp
105
Korea Investment Corp
South Korea
$1.44B +$27.1M +149,200 +2%
Parnassus Investments
106
Parnassus Investments
California
$1.42B -$160M -882,872 -11%
Artisan Partners
107
Artisan Partners
Wisconsin
$1.37B +$50.1M +276,138 +4%
Aristotle Capital Management
108
Aristotle Capital Management
California
$1.34B -$187M -1,028,889 -14%
Stifel Financial
109
Stifel Financial
Missouri
$1.32B -$57.6M -317,349 -5%
GQG Partners
110
GQG Partners
Florida
$1.29B +$164M +903,831 +17%
Fidelity International
111
Fidelity International
Bermuda
$1.29B -$355M -1,956,153 -24%
Los Angeles Capital Management
112
Los Angeles Capital Management
California
$1.29B +$47.8M +263,552 +4%
AG
113
Aperio Group
California
$1.28B +$14M +76,944 +1%
Victory Capital Management
114
Victory Capital Management
Texas
$1.28B -$1.36B -7,500,282 -54%
LPC
115
Lone Pine Capital
Connecticut
$1.27B +$56.4M +310,868 +5%
US Bancorp
116
US Bancorp
Minnesota
$1.24B -$3.11M -17,159 -0.3%
Robeco Institutional Asset Management
117
Robeco Institutional Asset Management
Netherlands
$1.18B +$26.5M +146,250 +3%
Truist Financial
118
Truist Financial
North Carolina
$1.16B -$10M -55,362 -1%
SO
119
STRS Ohio
Ohio
$1.16B -$11.7M -64,368 -1%
Baird Financial Group
120
Baird Financial Group
Wisconsin
$1.12B -$18.1M -99,469 -2%
First Manhattan
121
First Manhattan
New York
$1.11B -$18.1M -99,574 -2%
EIP
122
Epoch Investment Partners
New York
$1.08B -$72.6M -399,969 -7%
PAMU
123
Pictet Asset Management (UK)
United Kingdom
$1.08B +$50.4M +277,552 +6%
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
$1.08B -$394M -2,169,939 -29%
Mackenzie Financial
125
Mackenzie Financial
Ontario, Canada
$1.06B +$123M +678,946 +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.