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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$129B -$1.48B -8,159,317 -1%
BlackRock
2
BlackRock
New York
$106B +$774M +4,262,727 +0.8%
State Street
3
State Street
Massachusetts
$64B -$39.3M -216,554 -0.1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$48.2B -$185M -1,018,840 -0.4%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$37.3B +$2B +11,033,615 +6%
Capital World Investors
6
Capital World Investors
California
$25B -$2.94B -16,192,724 -12%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$23.7B +$182M +1,004,008 +0.9%
Capital International Investors
8
Capital International Investors
California
$20B -$965M -5,314,221 -5%
Capital Research Global Investors
9
Capital Research Global Investors
California
$19.1B +$151M +833,349 +0.9%
Northern Trust
10
Northern Trust
Illinois
$19B +$220M +1,212,818 +1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$17.3B +$303M +1,667,999 +2%
Norges Bank
12
Norges Bank
Norway
$16.2B +$120M +660,407 +0.8%
Bank of America
13
Bank of America
North Carolina
$15.4B -$289M -1,590,204 -2%
JP Morgan Chase
14
JP Morgan Chase
New York
$15.3B -$424M -2,334,322 -3%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$14.3B -$74M -407,597 -0.6%
N
16
Nuveen
North Carolina
$12.1B -$510M -2,810,976 -5%
Morgan Stanley
17
Morgan Stanley
New York
$12B -$510M -2,809,728 -5%
Wells Fargo
18
Wells Fargo
California
$10.8B -$38.1M -209,964 -0.4%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$9.57B +$98M +539,825 +1%
Legal & General Group
20
Legal & General Group
United Kingdom
$9.37B -$90.5M -498,504 -1%
AllianceBernstein
21
AllianceBernstein
Tennessee
$9.14B -$189M -1,043,871 -2%
UBS AM
22
UBS AM
Illinois
$8.19B -$506M -2,785,778 -6%
Ameriprise
23
Ameriprise
Minnesota
$7.9B +$198M +1,092,707 +3%
Charles Schwab
24
Charles Schwab
California
$7.84B -$7.54M -41,521 -0.1%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$7.84B +$495M +2,727,525 +8%

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.