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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
SP
2501
Successful Portfolios
Florida
$3.39M +$10.5K +58 +0.3%
SIM
2502
SSI Investment Management
California
$3.39M -$32.7K -180 -1%
TWP
2503
Tempus Wealth Planning
California
$3.39M +$3.63K +20 +0.1%
VCM
2504
Vivaldi Capital Management
Illinois
$3.38M -$248K -1,366 -8%
MA
2505
MONECO Advisors
Connecticut
$3.37M +$360K +1,982 +14%
ICM
2506
IMS Capital Management
Oregon
$3.36M -$499K -2,751 -14%
DI
2507
Disciplined Investments
Oklahoma
$3.36M +$2.83M +15,579 +1,699%
SIA
2508
Starfire Investment Advisers
Michigan
$3.35M +$138K +759 +5%
NED
2509
Nancy E. Dempze
$3.34M -$30.3K -167 -1%
BCM
2510
Bienville Capital Management
New York
$3.33M -$4.92M -27,130 -62%
AAM
2511
Arabesque Asset Management
United Kingdom
$3.31M +$2.95M +16,273 New
DFG
2512
Demars Financial Group
Washington
$3.31M +$154K +846 +5%
FPCP
2513
Fort Point Capital Partners
California
$3.3M -$94K -518 -3%
ADBIC
2514
A.D. Beadell Investment Counsel
Wisconsin
$3.3M -$63.5K -350 -2%
BMC
2515
Beaton Management Company
Massachusetts
$3.29M -$127K -700 -4%
LWM
2516
Liberty Wealth Management
California
$3.29M +$94K +518 +3%
MPIA
2517
Mountain Pacific Investment Advisers
Idaho
$3.28M +$51.7K +285 +2%
SAA
2518
Southeast Asset Advisors
Georgia
$3.28M -$246K -1,357 -8%
AS
2519
Altshuler Shaham
Israel
$3.28M +$28.3K +156 +1%
PIG
2520
Pantheon Investment Group
California
$3.27M -$79.5K -438 -3%
FNBOSM
2521
First National Bank of South Miami
Florida
$3.26M -$87.7K -483 -3%
AAM
2522
AR Asset Management
California
$3.26M
GPCM
2523
Granite Point Capital Management
Massachusetts
$3.26M +$545K +3,000 +23%
RIM
2524
Redwood Investment Management
Arizona
$3.24M +$2.89M +15,940 New
RC
2525
Reik & Co
New York
$3.24M +$11.8K +65 +0.4%

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.