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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
BBWA
2476
Bell & Brown Wealth Advisors
California
$3.49M -$131K -720 -4%
MS
2477
Madden Securities
Texas
$3.49M +$3.11M +17,143 New
CIP
2478
Capital Insight Partners
Arizona
$3.48M -$1.15M -6,334 -27%
BWL
2479
Bogart Wealth LLC
Virginia
$3.48M +$237K +1,306 +8%
HHGA
2480
Halbert Hargrove Global Advisors
California
$3.47M +$69.3K +382 +2%
SAM
2481
Security Asset Management
New York
$3.46M -$90.8K -500 -3%
SCA
2482
Strategic Capital Advisers
Colorado
$3.46M -$429K -2,364 -12%
AMIM
2483
Aull & Monroe Investment Management
Alabama
$3.46M -$36.3K -200 -1%
RCIM
2484
Russell Clark Investment Management
United Kingdom
$3.46M
FMB
2485
Field & Main Bank
Kentucky
$3.45M +$3.08M +16,960 New
JCM
2486
JD Capital Management
Connecticut
$3.45M +$3.07M +16,938 New
TWI
2487
Thomas White International
Illinois
$3.44M
MSS
2488
Mitchell Sinkler & Starr
Pennsylvania
$3.44M +$20K +110 +0.7%
MERSOM
2489
Municipal Employees' Retirement System of Michigan
Michigan
$3.44M -$21.3M -117,390 -87%
RSC
2490
Red Spruce Capital
Pennsylvania
$3.43M +$25.8K +142 +0.8%
W
2491
WealthStone
Ohio
$3.43M +$2.31M +12,735 +309%
CAM
2492
Cozad Asset Management
Illinois
$3.43M -$7.08K -39 -0.2%
SW
2493
StrongBox Wealth
Missouri
$3.42M +$178K +982 +6%
IAMOG
2494
Investors Asset Management of Georgia
Georgia
$3.42M -$31.8K -175 -1%
EM
2495
ELCO Management
New York
$3.41M -$3.09K -17 -0.1%
BCFS
2496
Butensky & Cohen Financial Security
Florida
$3.41M -$172K -950 -5%
CIP
2497
Cornerstone Investment Partners
Georgia
$3.41M +$34.3K +189 +1%
WOC
2498
West Oak Capital
California
$3.4M +$1.29M +7,134 +75%
NIM
2499
NXG Investment Management
Texas
$3.4M +$3.03M +16,688 New
REMPR
2500
Roof Eidam Maycock Peralta (REMP)
California
$3.4M +$80.4K +443 +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.