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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
OAM
2851
Optimal Asset Management
California
$1.87M -$3.56M -19,600 -68%
IFG
2852
Investors Financial Group
Minnesota
$1.87M +$197K +1,087 +13%
CBA
2853
Coastal Bridge Advisors
Connecticut
$1.87M +$139K +764 +9%
GWI
2854
Grace & White Inc
New York
$1.86M
SDWIA
2855
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.86M -$902K -4,970 -36%
SIC
2856
Samalin Investment Counsel
New York
$1.85M +$95.7K +527 +6%
KM
2857
Kalos Management
Georgia
$1.84M +$289K +1,591 +21%
BG
2858
Berry Group
Massachusetts
$1.83M +$22K +121 +1%
TCM
2859
Tuttle Capital Management
Connecticut
$1.83M +$17.2K +95 +1%
LFA
2860
Landmark Financial Advisors
Kentucky
$1.82M -$124K -685 -7%
DRS
2861
Deane Retirement Strategies
Louisiana
$1.82M +$1.81K +10 +0.1%
TWM
2862
Titus Wealth Management
California
$1.82M +$147K +808 +10%
MFW
2863
Mosaic Family Wealth
Missouri
$1.82M -$42.1K -232 -3%
SCP
2864
Sandhill Capital Partners
New York
$1.81M -$16.5K -91 -1%
TFGT
2865
TS Financial Group (TSFG)
Illinois
$1.81M +$68.8K +379 +4%
PFA
2866
Pathway Financial Advisors
Vermont
$1.8M -$5.63K -31 -0.3%
IWA
2867
Intercontinental Wealth Advisors
Texas
$1.8M +$251K +1,382 +18%
PFA
2868
Pinnacle Family Advisors
Missouri
$1.8M -$120K -660 -7%
MPW
2869
Monterey Private Wealth
California
$1.8M -$141K -778 -8%
GIM
2870
Guild Investment Management
California
$1.79M +$113K +620 +8%
NFG
2871
Norris Financial Group
South Carolina
$1.79M -$841K -4,632 -35%
CCA
2872
Column Capital Advisors
Indiana
$1.78M +$120K +663 +8%
SPL
2873
Smart Portfolios LLC
Washington
$1.78M
PIA
2874
Pinion Investment Advisors
Kansas
$1.78M +$341K +1,878 +27%
CPA
2875
Cowen Prime Advisors
New York
$1.76M -$531K -2,925 -30%

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.