We are live on ! Find out more
MSFT icon

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
Man Group
176
Man Group
United Kingdom
$674M +$127M +699,981 +27%
IFP
177
Independent Franchise Partners
United Kingdom
$673M +$5.24M +28,888 +0.9%
Fiera Capital (Canada)
178
Fiera Capital (Canada)
Quebec, Canada
$662M +$32.2M +177,580 +6%
KCM
179
Kensico Capital Management
Connecticut
$642M +$2.69M +14,800 +0.5%
AIG
180
American International Group
New York
$637M +$1.18M +6,511 +0.2%
Treasurer of the State of North Carolina
181
Treasurer of the State of North Carolina
North Carolina
$637M -$93.1M -512,670 -14%
CIBC World Market
182
CIBC World Market
Ontario, Canada
$635M -$19.4M -106,697 -3%
VVP
183
Vulcan Value Partners
Alabama
$633M -$22.4M -123,658 -4%
CWM
184
CIBC World Markets
New York
$628M +$39.3M +216,457 +8%
SAM
185
Storebrand Asset Management
Norway
$622M +$21.1M +116,478 +4%
Luther King Capital Management (LKCM)
186
Luther King Capital Management (LKCM)
Texas
$599M +$1.21M +6,676 +0.2%
Assenagon Asset Management
187
Assenagon Asset Management
Luxembourg
$598M +$229M +1,264,166 +75%
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$598M +$4.41M +24,268 +0.8%
LPL Financial
189
LPL Financial
California
$590M +$39.6M +217,910 +8%
WT
190
Wellcome Trust
United Kingdom
$590M -$109M -600,000 -17%
Bank Julius Baer & Co
191
Bank Julius Baer & Co
Switzerland
$586M +$517M +2,850,621 +9,890%
Nomura Asset Management
192
Nomura Asset Management
Japan
$583M -$9.05M -49,868 -2%
Federated Hermes
193
Federated Hermes
Pennsylvania
$581M -$16.4M -90,350 -3%
DnB Asset Management
194
DnB Asset Management
Norway
$581M -$9.19M -50,638 -2%
Rockefeller Capital Management
195
Rockefeller Capital Management
New York
$580M +$106M +584,974 +26%
DCP
196
D1 Capital Partners
New York
$562M +$215M +1,182,111 +75%
TAM
197
Troy Asset Management
United Kingdom
$560M +$238K +1,310 +0%
Handelsbanken Fonder
198
Handelsbanken Fonder
Sweden
$559M +$296M +1,631,950 +146%
Nisa Investment Advisors
199
Nisa Investment Advisors
Missouri
$549M -$5.33M -29,355 -1%
Calamos Advisors
200
Calamos Advisors
Illinois
$548M -$4.35M -23,944 -0.9%

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.