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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
CWM
2676
Connecticut Wealth Management
Connecticut
$2.5M +$58.6K +323 +3%
LA
2677
LexAurum Advisors
Kansas
$2.49M +$4.17K +23 +0.2%
CRWM
2678
Castle Rock Wealth Management
California
$2.49M +$615K +3,390 +41%
CCM
2679
Cribstone Capital Management
Maine
$2.48M +$150K +825 +7%
CCM
2680
Cox Capital Management
Massachusetts
$2.48M -$2.5M -13,778 -53%
PWM
2681
Peterson Wealth Management
Nevada
$2.48M +$239K +1,319 +12%
WPA
2682
West Paces Advisors
Georgia
$2.47M -$323K -1,781 -13%
PBO
2683
Peoples Bank (Ohio)
Ohio
$2.47M +$28.5K +157 +1%
GCA
2684
Gradient Capital Advisors
California
$2.46M +$73.5K +405 +3%
6M
2685
6 Meridian
Kansas
$2.46M -$5.39M -29,713 -71%
TA
2686
TCG Advisors
Texas
$2.46M +$280K +1,543 +15%
SAM
2687
Summit Asset Management
Tennessee
$2.45M -$53K -292 -2%
ICM
2688
Invenomic Capital Management
Massachusetts
$2.45M -$1.13M -6,201 -34%
OCA
2689
Otter Creek Advisors
Florida
$2.45M
IAP
2690
Indie Asset Partners
Indiana
$2.45M -$8.71K -48 -0.4%
LTI
2691
Laffer Tengler Investments
Tennessee
$2.45M +$391K +2,152 +22%
EWA
2692
Evolution Wealth Advisors
Florida
$2.45M +$575K +3,170 +36%
3CP
2693
3G Capital Partners
New York
$2.44M +$182K +1,000 +9%
HI
2694
Hudock Inc
Pennsylvania
$2.44M +$53.9K +297 +3%
MPW
2695
MA Private Wealth
California
$2.44M +$736K +4,054 +51%
NG
2696
NWK Group
California
$2.44M +$71K +391 +3%
KFA
2697
Kays Financial Advisory
Georgia
$2.44M +$22.9K +126 +1%
APW
2698
Acima Private Wealth
Virginia
$2.43M
HPCM
2699
High Pointe Capital Management
Illinois
$2.42M -$105K -580 -5%
DCM
2700
Davidson Capital Management
Texas
$2.42M +$110K +606 +5%

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.