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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
BI
2801
Ballast Inc
Kentucky
$2.04M -$65.7K -362 -3%
SKK
2802
Shepherd Kaplan Krochuk
Massachusetts
$2.04M
GAM
2803
Gould Asset Management
California
$2.03M -$22.7K -125 -1%
RWA
2804
Redhawk Wealth Advisors
Minnesota
$2.03M +$166K +916 +10%
LIA
2805
LBMC Investment Advisors
Tennessee
$2.03M +$32.3K +178 +2%
LF
2806
LifeSteps Financial
California
$2.02M +$140K +772 +8%
NVCHI
2807
New Vernon Capital Holdings II
New Jersey
$2.01M +$1.8M +9,892 New
PFA
2808
Pure Financial Advisors
California
$2.01M +$20.9K +115 +1%
BC
2809
BIT Capital
Germany
$2M +$1.79M +9,850 New
APWA
2810
Atlas Private Wealth Advisors
New Jersey
$2M +$1.78M +9,825 New
VFP
2811
Verus Financial Partners
Virginia
$2M -$13.4K -74 -0.7%
RVPG
2812
Relative Value Partners Group
$1.99M -$169K -930 -9%
KWA
2813
KCS Wealth Advisory
California
$1.99M +$1.03M +5,697 +140%
PBT
2814
Pictet Bank & Trust
Bahamas
$1.99M -$998K -5,500 -36%
BRA
2815
Bender Robert & Associates
California
$1.99M +$1.33M +7,340 +304%
BWCS
2816
Beirne Wealth Consulting Services
Connecticut
$1.98M -$18K -99 -1%
FWM
2817
Focused Wealth Management
New York
$1.98M +$27K +149 +2%
SFG
2818
Sowa Financial Group
Rhode Island
$1.98M +$57.5K +317 +3%
MWPCG
2819
Measured Wealth Private Client Group
New Hampshire
$1.97M +$528K +2,907 +43%
DWM
2820
Darwin Wealth Management
Florida
$1.97M -$3.59M -19,793 -67%
FFG
2821
Fortem Financial Group
California
$1.97M -$215K -1,187 -11%
PC
2822
PA Capital
Virginia
$1.97M -$124K -684 -7%
BFWA
2823
Benchmark Financial Wealth Advisors
Florida
$1.97M +$469K +2,585 +37%
MA
2824
Modus Advisors
Minnesota
$1.97M +$499K +2,751 +40%
LB
2825
Legacy Bridge
Iowa
$1.96M -$89.3K -492 -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.