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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
JIM
151
Jensen Investment Management
Oregon
$832M -$24.2M -133,558 -3%
Aviva
152
Aviva
United Kingdom
$822M -$29.1M -160,378 -4%
Mawer Investment Management
153
Mawer Investment Management
Alberta, Canada
$820M +$3.37M +18,570 +0.5%
Bank of Nova Scotia
154
Bank of Nova Scotia
Ontario, Canada
$820M +$203M +1,115,842 +38%
RJFSA
155
Raymond James Financial Services Advisors
Florida
$815M +$3.56M +19,587 +0.5%
Asset Management One
156
Asset Management One
Japan
$810M -$17.5M -96,226 -2%
William Blair & Company
157
William Blair & Company
Illinois
$809M +$17.6M +96,872 +2%
PAM
158
Panagora Asset Management
Massachusetts
$797M -$78.7M -433,395 -10%
JMPWA
159
JP Morgan Private Wealth Advisors
California
$777M -$4.34M -23,936 -0.6%
Flossbach Von Storch
160
Flossbach Von Storch
Germany
$774M +$340M +1,874,266 +97%
Hotchkis & Wiley Capital Management
161
Hotchkis & Wiley Capital Management
California
$769M -$262M -1,441,183 -28%
Caisse de Depot et Placement du Quebec (CDPQ)
162
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$756M -$9.08M -50,000 -1%
Viking Global Investors
163
Viking Global Investors
Connecticut
$755M -$216M -1,189,664 -24%
Skandinaviska Enskilda Banken (SEB)
164
Skandinaviska Enskilda Banken (SEB)
Sweden
$754M -$21.9M -120,792 -3%
SGA
165
Sustainable Growth Advisers
Connecticut
$750M +$91.6M +504,785 +16%
Lord, Abbett & Co
166
Lord, Abbett & Co
New Jersey
$742M -$34.2M -188,306 -5%
CWG
167
C WorldWide Group
Denmark
$741M -$25.1M -138,169 -4%
Alkeon Capital Management
168
Alkeon Capital Management
New York
$708M
KeyBank National Association
169
KeyBank National Association
Ohio
$705M -$8.21M -45,230 -1%
First Eagle Investment Management
170
First Eagle Investment Management
New York
$703M -$20.7M -114,239 -3%
Macquarie Group
171
Macquarie Group
Australia
$693M -$65.7M -361,976 -10%
Grantham, Mayo, Van Otterloo & Co (GMO)
172
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$689M -$9.96M -54,854 -2%
PC
173
Polar Capital
United Kingdom
$684M +$6.75M +37,178 +1%
BG
174
Bahl & Gaynor
Ohio
$675M -$6.54M -36,040 -1%
ACI
175
AMP Capital Investors
Australia
$674M -$16.6M -91,418 -3%

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.