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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
EHWM
2601
Eads & Heald Wealth Management
Georgia
$2.89M -$227K -1,250 -8%
GA
2602
Geller Advisors
New York
$2.89M +$1.27M +7,004 +97%
TCM
2603
Tributary Capital Management
Nebraska
$2.88M -$113K -625 -4%
OIS
2604
Okabena Investment Services
Minnesota
$2.88M +$364K +2,003 +17%
PG
2605
Proffitt & Goodson
Tennessee
$2.87M -$167K -918 -6%
CAM
2606
Cacti Asset Management
Georgia
$2.87M -$4.45M -24,524 -63%
CIC
2607
Cornercap Investment Counsel
Georgia
$2.86M -$1.63K -9 -0.1%
BC
2608
Blackcrane Capital
Washington
$2.86M -$12.3M -67,922 -83%
BL
2609
Balentine LLC
Georgia
$2.84M -$44.7K -246 -2%
PWA
2610
Physician Wealth Advisors
Utah
$2.84M +$10.2K +56 +0.4%
AFA
2611
Abacus FCF Advisors
Florida
$2.83M +$317K +1,744 +15%
PMA
2612
Prudent Man Advisors
Illinois
$2.83M +$2.52M +13,884 New
BCP
2613
Blackhawk Capital Partners
Wisconsin
$2.82M -$78.8K -434 -2%
CCM
2614
Cinctive Capital Management
New York
$2.82M +$2.52M +13,857 New
SHA
2615
Seneca House Advisors
Virginia
$2.81M +$152K +838 +6%
SCP
2616
Shorepoint Capital Partners
Massachusetts
$2.81M -$83.5K -460 -3%
IBOK
2617
Independence Bank of Kentucky
Kentucky
$2.81M -$1.81K -10 -0.1%
TCWM
2618
Total Clarity Wealth Management
Illinois
$2.79M +$78.2K +431 +3%
WA
2619
Wealth Architects
California
$2.79M +$305K +1,679 +14%
FFS
2620
Founders Financial Securities
Maryland
$2.79M +$1.11M +6,104 +81%
HR
2621
Hayden Royal
North Carolina
$2.79M -$1.37M -7,543 -36%
SVI
2622
Strategic Vision Investment
Hong Kong
$2.78M +$127K +700 +5%
PFA
2623
Paradigm Financial Advisors
Missouri
$2.78M +$797K +4,388 +47%
GCC
2624
Game Creek Capital
Massachusetts
$2.77M -$749K -4,125 -23%
CSWG
2625
Cardinal Strategic Wealth Guidance
Kentucky
$2.77M -$168K -927 -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.