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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
FA
2651
FMA Advisory
Pennsylvania
$2.64M +$129K +712 +6%
ICM
2652
Islay Capital Management
Texas
$2.62M -$87.3K -481 -4%
CIM
2653
Corda Investment Management
Texas
$2.61M +$183K +1,007 +9%
GFPC
2654
Global Financial Private Client
Florida
$2.61M -$9.26K -51 -0.4%
CAS
2655
Cascadia Advisory Services
Oregon
$2.61M +$2.33M +12,820 New
GPFA
2656
Game Plan Financial Advisors
Ohio
$2.6M +$321K +1,770 +16%
WCG
2657
Weaver Consulting Group
California
$2.59M +$39K +215 +2%
EGM
2658
Engineers Gate Manager
New York
$2.58M +$2.03M +11,200 +752%
IA
2659
Independence Advisors
Pennsylvania
$2.58M -$182K -1,002 -7%
WA
2660
Waverly Advisors
Alabama
$2.58M +$29.6K +163 +1%
AO
2661
Advisor OS
Illinois
$2.57M +$2.29M +12,624 New
AA
2662
Apriem Advisors
California
$2.56M +$444K +2,447 +24%
NCM
2663
Neumann Capital Management
California
$2.56M -$127K -700 -5%
CAL
2664
Capital Advisors Ltd
Ohio
$2.56M -$23.6K -130 -1%
TF
2665
TRH Financial
Iowa
$2.55M +$2.17M +11,969 New
W
2666
Wealthquest
Ohio
$2.55M +$2.27M +12,516 New
DR
2667
Davis Rea
Ontario, Canada
$2.53M +$1.82M +10,012 +410%
TAM
2668
Tealwood Asset Management
Minnesota
$2.53M -$1.04M -5,712 -32%
OFG
2669
Oxford Financial Group
Indiana
$2.52M -$55.9K -308 -2%
IFS
2670
Ifrah Financial Services
Arkansas
$2.52M -$79.1K -436 -3%
RCM
2671
Rockshelter Capital Management
Pennsylvania
$2.51M -$199K -1,094 -8%
1W
2672
1776 Wealth
Georgia
$2.5M -$1.86M -10,242 -45%
BWA
2673
Burt Wealth Advisors
Maryland
$2.5M -$68.8K -379 -3%
FF
2674
Fluent Financial
Texas
$2.5M -$164K -904 -7%
GCM
2675
Glynn Capital Management
California
$2.5M

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.