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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
TC
2726
Truvestments Capital
Florida
$2.31M +$297K +1,634 +17%
PP
2727
PDS Planning
Ohio
$2.31M +$582K +3,205 +39%
GBA
2728
Garrison Bradford & Associates
New York
$2.31M -$145K -800 -7%
BZWA
2729
Blue Zone Wealth Advisors
California
$2.3M -$215K -1,185 -9%
PA
2730
Paragon Advisors
Texas
$2.3M -$1.12M -6,173 -35%
SCM
2731
Southport Capital Management
Tennessee
$2.29M -$1.04M -5,708 -34%
TC
2732
Trust Company
Kansas
$2.28M -$329K -1,811 -14%
WCAMG
2733
Woodard & Company Asset Management Group
North Carolina
$2.28M +$56.1K +309 +3%
AWM
2734
Adams Wealth Management
Utah
$2.28M -$349K -1,923 -15%
GWM
2735
Gray Wealth Management
Maine
$2.27M +$185K +1,020 +10%
I
2736
INVST
Indiana
$2.27M +$237K +1,306 +13%
XF
2737
XML Financial
Maryland
$2.27M +$4.17K +23 +0.2%
P3I
2738
Progeny 3 Inc
Washington
$2.26M +$13.4K +74 +0.7%
CAC
2739
Certified Advisory Corp
Florida
$2.26M +$142K +780 +8%
FP
2740
Fiduciary Planning
Florida
$2.26M -$603K -3,321 -23%
SIA
2741
Strategic Investment Advisors
Michigan
$2.26M +$7.08K +39 +0.4%
LDFR
2742
Lehman & Derafelo Financial Resources
Pennsylvania
$2.25M -$72.2K -398 -3%
SBWM
2743
Sunflower Bank Wealth Management
Arizona
$2.25M -$61.7K -340 -3%
AC
2744
Apella Capital
Connecticut
$2.25M +$89.1K +491 +5%
ACM
2745
Ativo Capital Management
Illinois
$2.25M +$202K +1,113 +11%
QT
2746
Quantamental Technologies
New York
$2.25M +$296K +1,630 +17%
PCA
2747
Peddock Capital Advisors
Massachusetts
$2.24M +$12.3K +68 +0.6%
QCIG
2748
Quad-Cities Investment Group
Iowa
$2.24M +$120K +659 +6%
ONST
2749
Old North State Trust
North Carolina
$2.24M +$726 +4 +0%
AIP
2750
Ahrens Investment Partners
Louisiana
$2.22M +$79.9K +440 +4%

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.