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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
BWP
2751
BSW Wealth Partners
Colorado
$2.22M +$228K +1,255 +13%
PHAM
2752
Palisades Hudson Asset Management
Florida
$2.22M -$32.1K -177 -2%
HWA
2753
HHM Wealth Advisors
Tennessee
$2.22M +$148K +817 +8%
RA
2754
Rational Advisors
New York
$2.22M -$563K -3,099 -22%
C
2755
Certuity
Florida
$2.22M -$476K -2,622 -19%
AIA
2756
Arbor Investment Advisors
North Carolina
$2.21M +$175K +966 +10%
PTC
2757
Provident Trust Company
Wisconsin
$2.21M
LWM
2758
Loveless Wealth Management
Montana
$2.21M -$125K -689 -6%
MCM
2759
MV Capital Management
Maryland
$2.21M +$203K +1,119 +12%
MIAS
2760
Mason Investment Advisory Services
Virginia
$2.2M -$7.81K -43 -0.4%
PPP
2761
Private Portfolio Partners
New Jersey
$2.2M -$1.26M -6,966 -39%
RHP
2762
Royal Harbor Partners
Texas
$2.19M -$323K -1,778 -14%
SCM
2763
Sterneck Capital Management
Missouri
$2.19M -$12.7K -70 -0.6%
SRAM
2764
Spouting Rock Asset Management
Pennsylvania
$2.19M -$97.1K -535 -5%
WQ
2765
Wealth Quarterback
New Jersey
$2.18M +$172K +949 +10%
CFSG
2766
Clark Financial Services Group
Missouri
$2.18M +$1.54M +8,491 New
CAGAS
2767
Capital Advisory Group Advisory Services
Minnesota
$2.18M +$349K +1,922 +22%
TF
2768
Trek Financial
Arizona
$2.18M +$729K +4,014 +60%
OCM
2769
Ovata Capital Management
Hong Kong
$2.18M
EDRIA
2770
Edmonds Duncan Registered Investment Advisors
Kansas
$2.17M
EI
2771
Ellevest Inc
New York
$2.16M +$349K +1,922 +22%
AIM
2772
Alhambra Investment Management
Florida
$2.16M -$59.4K -327 -3%
DAM
2773
Doheny Asset Management
California
$2.16M +$89.9K +495 +5%
LMAM
2774
Legg Mason Asset Management
Japan
$2.16M
GLAM
2775
Gardner Lewis Asset Management
Pennsylvania
$2.16M

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.