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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
TFO
2826
Tarbox Family Office
California
$1.96M +$113K +623 +7%
NF
2827
Nikulski Financial
Iowa
$1.96M +$399K +2,196 +30%
AP
2828
Americana Partners
Texas
$1.96M -$288K -1,587 -14%
RG
2829
Retirement Group
California
$1.95M +$1.74M +9,592 New
HFG
2830
Heron Financial Group
New York
$1.94M +$260K +1,430 +19%
BFG
2831
Bouchey Financial Group
New York
$1.94M +$306K +1,686 +21%
DS
2832
DRW Securities
Illinois
$1.94M -$21.4M -117,972 -93%
SJIM
2833
St. Johns Investment Management
Florida
$1.94M -$55.7K -307 -3%
KLWA
2834
Kelly Lawrence W & Associates
California
$1.94M -$54.5K -300 -3%
TP
2835
Truvvo Partners
New York
$1.94M +$331K +1,826 +24%
OFW
2836
Omnia Family Wealth
Florida
$1.93M -$45.2K -249 -3%
DA
2837
Dillon & Associates
Michigan
$1.93M +$35.4K +195 +2%
FWM
2838
Foresight Wealth Management
Utah
$1.92M +$90K +496 +6%
VWA
2839
VERITY Wealth Advisors
United States
$1.91M -$441K -2,431 -21%
VF
2840
Virtu Financial
New York
$1.91M +$1.71M +9,405 New
LCG
2841
Luxor Capital Group
New York
$1.91M
GPWA
2842
Great Point Wealth Advisors
Massachusetts
$1.91M +$44.8K +247 +3%
BRG
2843
Bay Rivers Group
Virginia
$1.9M +$29K +160 +2%
RAM
2844
Redmond Asset Management
Virginia
$1.9M +$174K +957 +11%
EIP
2845
Ellis Investment Partners
Pennsylvania
$1.9M -$8.17K -45 -0.5%
HFS
2846
Howard Financial Services
Texas
$1.89M +$55.4K +305 +3%
HI
2847
Human Investing
Oregon
$1.89M +$90.8K +500 +6%
FAM
2848
Fulcrum Asset Management
United Kingdom
$1.89M +$1.61M +8,867 New
BWM
2849
BigSur Wealth Management
Florida
$1.88M -$456K -2,514 -21%
CL
2850
CIM LLC
New York
$1.88M +$21.6K +119 +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.