We are live on ! Find out more
MSFT icon

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
LRIA
2776
Leonard Rickey Investment Advisors
Washington
$2.15M -$33.2K -183 -2%
AIFAIM
2777
American Institute for Advanced Investment Management
Arizona
$2.15M +$143K +788 +8%
GAMC
2778
Garner Asset Management Corp
Texas
$2.15M +$129K +709 +7%
MIM
2779
Miller Investment Management
Pennsylvania
$2.14M
PCM
2780
Pointe Capital Management
Michigan
$2.14M -$292K -1,607 -13%
5L
2781
55I LLC
Massachusetts
$2.13M +$1.1M +6,075 +138%
VI
2782
Versor Investments
New York
$2.13M -$942K -5,188 -33%
AWM
2783
Arbor Wealth Management
Florida
$2.12M -$217K -1,195 -10%
SQA
2784
Simon Quick Advisors
New Jersey
$2.12M -$10.5K -58 -0.6%
CIAS
2785
CBIZ Investment Advisory Services
Ohio
$2.12M
LC
2786
Lavaca Capital
Texas
$2.11M -$223K -1,231 -11%
AFA
2787
Atlanta Financial Associates
Georgia
$2.11M +$27.2K +150 +1%
DCM
2788
Delta Capital Management
New Jersey
$2.11M -$290K -1,600 -13%
IF
2789
IRON Financial
Illinois
$2.1M -$97.8K -539 -5%
HA
2790
Harfst & Associates
Wyoming
$2.1M -$92.2K -508 -5%
CIG
2791
Consolidated Investment Group
Colorado
$2.1M +$726K +4,000 +63%
DE
2792
Day & Ennis
Georgia
$2.09M +$96.9K +534 +5%
W
2793
WealthOne
New York
$2.08M +$325K +1,793 +21%
AAM
2794
Autus Asset Management
Arizona
$2.07M +$31.9K +176 +2%
BA
2795
Ballast Advisors
Minnesota
$2.06M +$115K +636 +7%
RWG
2796
Regal Wealth Group
California
$2.06M
SIAS
2797
Shine Investment Advisory Services
Colorado
$2.06M -$1.63K -9 -0.1%
ZF
2798
Zhang Financial
Michigan
$2.06M -$206K -1,136 -10%
ESBC
2799
E.S. Barr & Co
Kentucky
$2.06M +$61K +336 +3%
CWC
2800
Carolinas Wealth Consulting
North Carolina
$2.05M +$20.3K +112 +1%

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.