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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
WAAG
2526
Wealth Alliance Advisory Group
Kansas
$3.24M -$45.9K -253 -2%
CCM
2527
Chickasaw Capital Management
Tennessee
$3.24M +$33.8K +186 +1%
ARI
2528
Applied Research Investments
Delaware
$3.22M +$2.87M +15,820 New
SG
2529
StoneX Group
New York
$3.22M +$340K +1,874 +13%
RCA
2530
Rowland Carmichael Advisors
Arizona
$3.22M +$402K +2,217 +16%
WAG
2531
Winthrop Advisory Group
Massachusetts
$3.21M +$37.6K +207 +1%
WAS
2532
Wealth Advisory Solutions
Indiana
$3.21M -$260K -1,435 -8%
GCM
2533
Gables Capital Management
Florida
$3.21M +$16K +88 +0.6%
GC
2534
Gilbert & Cook
Iowa
$3.2M +$469K +2,581 +20%
AA
2535
Argent Advisors
Louisiana
$3.2M +$22.1K +122 +0.8%
JIP
2536
JBJ Investment Partners
South Carolina
$3.2M +$603K +3,323 +27%
SMC
2537
Smith, Moore & Co
Missouri
$3.2M -$133K -734 -4%
CBFP
2538
Cedar Brook Financial Partners
Ohio
$3.18M +$215K +1,182 +8%
SIC
2539
Shoker Investment Counsel
Ohio
$3.18M +$115K +636 +4%
OCM
2540
Orser Capital Management
Texas
$3.17M -$82.6K -455 -3%
VWM
2541
Vigilare Wealth Management
Arizona
$3.17M -$74.4K -410 -3%
RWM
2542
RBA Wealth Management
California
$3.16M -$154K -850 -5%
TAM
2543
Todd Asset Management
Kentucky
$3.16M -$168K -927 -6%
ECAM
2544
East Coast Asset Management
Massachusetts
$3.16M -$30K -165 -1%
BIA
2545
Bigelow Investment Advisors
Maine
$3.15M -$379K -2,089 -12%
FC
2546
Financial Consulate
Maryland
$3.14M -$32.9K -181 -1%
DCM
2547
Dimension Capital Management
Florida
$3.14M -$67.7K -373 -2%
SP
2548
SWS Partners
Ohio
$3.14M -$376K -2,073 -12%
CA
2549
Capital Advantage
California
$3.14M +$17.2K +95 +0.6%
RW
2550
REDW Wealth
New Mexico
$3.12M -$26.5K -146 -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.