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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
SWRP
2876
Summit Wealth & Retirement Planning
California
$1.76M -$636K -3,503 -29%
CWM
2877
Campbell Wealth Management
Virginia
$1.75M -$16.7K -92 -1%
WCM
2878
WealthBridge Capital Management
Ohio
$1.75M +$57.4K +316 +4%
CFG
2879
CMC Financial Group
Georgia
$1.74M -$354K -1,949 -19%
ABTD
2880
Arvest Bank Trust Division
Oklahoma
$1.74M +$105K +581 +7%
LD
2881
Lipe & Dalton
New York
$1.74M -$63.5K -350 -4%
APW
2882
Austin Private Wealth
Texas
$1.74M +$83K +457 +6%
JJ
2883
JDC-JSC
New York
$1.73M -$90.8K -500 -6%
CSPIA
2884
Cary Street Partners Investment Advisory
Virginia
$1.73M +$1.54M +8,489 New
TCM
2885
Towercrest Capital Management
Pennsylvania
$1.73M -$68.6K -378 -4%
KCMH
2886
Keywise Capital Management (HK)
Hong Kong
$1.72M +$775K +4,270 +102%
22CM
2887
20/20 Capital Management
California
$1.72M -$61K -336 -4%
LWM
2888
Lenox Wealth Management
Ohio
$1.72M +$12K +66 +0.8%
SC
2889
Solstein Capital
California
$1.72M +$247K +1,360 +19%
EPA
2890
Element Pointe Advisors
Florida
$1.71M +$105K +580 +7%
BBA
2891
Braun-Bostich & Associates
Pennsylvania
$1.71M +$7.99K +44 +0.5%
AA
2892
Advisory Alpha
Michigan
$1.7M +$6.54K +36 +0.4%
SIC
2893
SFE Investment Counsel
California
$1.69M +$20K +110 +1%
KA
2894
KLCM Advisors
Wisconsin
$1.69M +$123K +679 +9%
MLFP
2895
MPS Loria Financial Planners
Illinois
$1.69M +$192K +1,059 +15%
MFG
2896
Menard Financial Group
Texas
$1.68M +$1.05M +5,776 +232%
LOIM
2897
Liberty One Investment Management
Illinois
$1.68M -$25.4K -140 -2%
ACWM
2898
Adams Chetwood Wealth Management
North Carolina
$1.68M +$182 +1 +0%
ACG
2899
Allen Capital Group
Nebraska
$1.68M -$39K -215 -3%
ACA
2900
Affinity Capital Advisors
California
$1.67M -$46.8K -258 -3%

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.