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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
WWM
2901
WT Wealth Management
Arizona
$1.67M +$152K +835 +11%
CWA
2902
Clarity Wealth Advisors
California
$1.67M -$32.5K -179 -2%
SIMM
2903
Stillwater Investment Management (Minnesota)
Minnesota
$1.66M +$72.8K +401 +5%
SFS
2904
Summit Financial Strategies
Ohio
$1.65M -$30.5K -168 -2%
TI
2905
Truehand Inc
New Hampshire
$1.64M
EWA
2906
ERTS Wealth Advisors
Michigan
$1.64M -$47.9K -264 -3%
F
2907
F3Logic
Minnesota
$1.64M +$135K +745 +10%
GU
2908
Georgetown University
District of Columbia
$1.64M +$3.99K +22 +0.3%
SWMG
2909
Strategic Wealth Management Group
Maryland
$1.64M +$49.4K +272 +3%
SMC
2910
S. Muoio & Co
New York
$1.64M
FAM
2911
Flaharty Asset Management
Florida
$1.64M -$108K -594 -7%
POIA
2912
Pin Oak Investment Advisors
Texas
$1.64M -$299K -1,645 -17%
BAM
2913
Baldrige Asset Management
Pennsylvania
$1.63M +$4.54K +25 +0.3%
GBBWRPM
2914
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.62M -$72.8K -401 -5%
FNBSF
2915
First National Bank Sioux Falls
South Dakota
$1.62M -$37.6K -207 -3%
TIM
2916
Tortoise Investment Management
New York
$1.62M -$113K -624 -7%
SFA
2917
Semmax Financial Advisors
North Carolina
$1.62M +$305K +1,682 +27%
LC
2918
Landaas & Company
Wisconsin
$1.61M +$182 +1 +0%
HHAM
2919
HITE Hedge Asset Management
Massachusetts
$1.61M
WDL
2920
Well Done LLC
Michigan
$1.61M +$4.36K +24 +0.3%
ACM
2921
Aljian Capital Management
Nevada
$1.61M +$135K +745 +10%
DOA
2922
D'Orazio & Associates
Virginia
$1.6M +$6.17K +34 +0.4%
FAG
2923
Financial Advisory Group
Texas
$1.59M +$37.4K +206 +3%
RL
2924
Ruffer LLP
United Kingdom
$1.59M -$1.07M -5,869 -44%
KLCM
2925
KG&L Capital Management
Louisiana
$1.58M +$9.62K +53 +0.7%

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.