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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
SAM
2701
Stansberry Asset Management
Texas
$2.41M +$112K +616 +5%
EGA
2702
E&G Advisors
Texas
$2.41M +$13.6K +75 +0.6%
EFEM
2703
Eos Focused Equity Management
New York
$2.41M +$2.15M +11,831 New
AA
2704
Altman Advisors
Illinois
$2.4M -$55K -303 -3%
PCMC
2705
Private Capital Management (Colorado)
Colorado
$2.39M +$197K +1,088 +10%
GP
2706
Greenline Partners
New York
$2.39M +$2.13M +11,732 New
WIP
2707
Wellesley Investment Partners
Massachusetts
$2.38M -$197K -1,085 -8%
SRC
2708
Sage Rhino Capital
California
$2.38M +$28.7K +158 +1%
PSC
2709
Prentiss Smith & Co
Vermont
$2.38M -$4.54K -25 -0.2%
MG
2710
Mather Group
Illinois
$2.37M +$569K +3,135 +37%
CFA
2711
Cahill Financial Advisors
Minnesota
$2.37M -$736K -4,056 -26%
ZAM
2712
Zevin Asset Management
Massachusetts
$2.37M -$106K -583 -5%
AC
2713
Addison Capital
Pennsylvania
$2.36M -$74.4K -410 -3%
AA
2714
Alesco Advisors
New York
$2.36M -$159K -875 -7%
CC
2715
Copperleaf Capital
North Carolina
$2.36M -$117K -644 -5%
FBFS
2716
First Business Financial Services
Wisconsin
$2.35M -$79.7K -439 -4%
GAM
2717
Gemmer Asset Management
California
$2.35M -$55.9K -308 -3%
ITIM
2718
Indiana Trust & Investment Management
Indiana
$2.35M -$40.1K -221 -2%
DIA
2719
Dean Investment Associates
Ohio
$2.35M +$84K +463 +4%
GC
2720
Gruss & Co
Florida
$2.34M -$3.6M -19,850 -63%
BRC
2721
Bell Rock Capital
Delaware
$2.33M -$119K -658 -5%
CI
2722
Centerstone Investors
New York
$2.33M -$2.65M -14,600 -56%
AFS
2723
Access Financial Services
Minnesota
$2.33M
QWM
2724
QP Wealth Management
New Jersey
$2.32M -$38.1K -210 -2%
HIM
2725
Hanlon Investment Management
New Jersey
$2.31M +$5.63K +31 +0.3%

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.