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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
AI
2551
Accredited Investors
Minnesota
$3.11M -$143K -787 -5%
RTC
2552
Riverview Trust Company
Washington
$3.11M -$431K -2,373 -13%
TFA
2553
Transamerica Financial Advisors
Florida
$3.11M +$2.77M +15,265 New
LFA
2554
Legacy Financial Advisors
Kentucky
$3.1M +$206K +1,135 +8%
OFS
2555
Orrstown Financial Services
Pennsylvania
$3.1M -$24.7K -136 -0.9%
OCM
2556
Olstein Capital Management
New York
$3.09M -$980K -5,400 -26%
EWM
2557
EPG Wealth Management
Georgia
$3.09M -$121K -664 -4%
ACA
2558
Atlas Capital Advisors
Wyoming
$3.09M -$110K -607 -4%
SAM
2559
Secure Asset Management
Michigan
$3.08M +$125K +690 +5%
IIA
2560
ICW Investment Advisors
Arizona
$3.08M -$89.1K -491 -3%
CPSC
2561
Carl P. Sherr & Co
Massachusetts
$3.08M +$115K +631 +4%
WA
2562
Wambolt & Associates
Colorado
$3.06M +$125K +687 +5%
CYG
2563
Clean Yield Group
Vermont
$3.06M -$109K -601 -4%
PHK
2564
Point72 Hong Kong
Hong Kong
$3.05M -$6.76M -37,228 -71%
UFG
2565
United Fire Group
Iowa
$3.05M
AWA
2566
Acorn Wealth Advisors
Michigan
$3.05M -$23.2K -128 -0.8%
RIM
2567
Rockbridge Investment Management
New York
$3.04M +$2.72M +14,964 New
JPC
2568
Jabodon PT Co
Nevada
$3.04M +$2.71M +14,929 New
MCCP
2569
Mission Creek Capital Partners
California
$3.04M -$28.3K -156 -1%
PBCM
2570
Point Break Capital Management
Florida
$3.03M +$2.7M +14,900 New
APW
2571
Aurora Private Wealth
New Jersey
$3.03M -$1.7M -9,372 -39%
BWM
2572
BT Wealth Management
Georgia
$3.03M -$301K -1,658 -10%
ATWA
2573
Arbor Trust Wealth Advisors
Michigan
$3.03M -$33.6K -185 -1%
CP
2574
Corbenic Partners
Pennsylvania
$3.02M +$33.6K +185 +1%
SSW
2575
Smith Shellnut Wilson
Mississippi
$3.02M

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.