We are live on ! Find out more
MSFT icon

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
PIM
2576
Profit Investment Management
Maryland
$3.01M -$388K -2,139 -13%
ACM
2577
Ashford Capital Management
Delaware
$3M +$109K +601 +4%
CMO
2578
Covenant Multifamily Offices
Texas
$3M +$997K +5,491 +59%
CC
2579
Carlson Capital
Texas
$3M +$2.67M +14,736 New
PK
2580
Pflug Koory
Nebraska
$3M -$207K -1,143 -7%
BCI
2581
Brinker Capital Investments
Pennsylvania
$3M -$71.9K -396 -3%
NERM
2582
New England Research & Management
Illinois
$2.99M
BSAM
2583
Blue Square Asset Management
New York
$2.99M -$415K -2,284 -13%
IRC
2584
Investors Research Corp
Georgia
$2.99M +$43.6K +240 +2%
AIC
2585
Archer Investment Corporation
Indiana
$2.99M -$26K -143 -1%
RCM
2586
RB Capital Management
Nevada
$2.98M +$74.8K +412 +3%
LWA
2587
Lenox Wealth Advisors
New York
$2.98M -$41.2K -227 -2%
BFA
2588
Brendel Financial Advisors
New Hampshire
$2.97M -$56.6K -312 -2%
AIC
2589
Ayalon Insurance Company
Israel
$2.97M +$405K +2,230 +18%
BCP
2590
Berkeley Capital Partners
Georgia
$2.96M -$65.5K -361 -2%
PC
2591
Pecaut & Co
Iowa
$2.96M +$2.64M +14,535 New
RZH
2592
Relyea Zuckerberg Hanson
Connecticut
$2.95M +$34.1K +188 +1%
WP
2593
WealthShield Partners
North Carolina
$2.94M +$1.28M +7,056 +95%
WA
2594
Wheatland Advisors
Pennsylvania
$2.94M +$2.36K +13 +0.1%
NCM
2595
New Capital Management
Texas
$2.94M +$872K +4,803 +50%
RHAM
2596
Round Hill Asset Management
California
$2.93M -$940K -5,178 -26%
FWM
2597
Fairhaven Wealth Management
Illinois
$2.92M +$649K +3,577 +33%
NSB
2598
Norway Savings Bank
Maine
$2.91M +$25.1K +138 +1%
AP
2599
Arlington Partners
Alabama
$2.91M -$340K -1,872 -12%
JF
2600
JSF Financial
California
$2.91M -$164K -901 -6%

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.