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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
FC
2926
Fayerweather Charles
$1.58M -$2.54K -14 -0.2%
AAM
2927
Alken Asset Management
United Kingdom
$1.58M +$1.41M +7,750 New
SRCM
2928
Swift Run Capital Management
Virginia
$1.57M -$37.2K -205 -3%
EIG
2929
Ellenbecker Investment Group
Wisconsin
$1.57M -$3.81K -21 -0.3%
AWC
2930
Abundance Wealth Counselors
Pennsylvania
$1.57M +$1M +5,512 +251%
AIA
2931
Alera Investment Advisors
Illinois
$1.56M +$4.17K +23 +0.3%
SFG
2932
StrategIQ Financial Group
Indiana
$1.56M -$33K -182 -2%
CG
2933
Cutler Group
California
$1.54M -$7.51M -41,392 -84%
ECA
2934
Elevated Capital Advisors
Utah
$1.54M +$1.21M +6,660 New
SHJ
2935
Sharkey, Howes & Javer
Colorado
$1.54M +$363 +2 +0%
LWA
2936
Lineweaver Wealth Advisors
Ohio
$1.54M +$159K +876 +13%
AIM
2937
ARK Investment Management
Florida
$1.53M -$181K -995 -12%
B
2938
Brightworth
Georgia
$1.53M +$102K +562 +8%
B
2939
Bridgeworth
Alabama
$1.53M -$77K -424 -5%
AC
2940
Aristides Capital
Kentucky
$1.53M +$1.36M +7,502 New
CCM
2941
Courage Capital Management
Tennessee
$1.53M -$1.36M -7,500 -50%
SDH
2942
Sloy Dahl & Holst
Washington
$1.52M -$72.6K -400 -5%
CCB
2943
Cutter & Co Brokerage
Missouri
$1.52M +$173K +954 +15%
CMBA
2944
C.M. Bidwell & Associates
Hawaii
$1.52M +$501K +2,758 +59%
GSC
2945
G&S Capital
Colorado
$1.52M +$474K +2,610 +54%
AP
2946
Atwood & Palmer
Missouri
$1.51M -$12.2K -67 -0.9%
MHR
2947
Matthew Hamilton Rosenberg
$1.51M +$1.35M +7,411 New
SFG
2948
Sunburst Financial Group
Alabama
$1.51M +$6.72K +37 +0.5%
DA
2949
Detalus Advisors
Missouri
$1.5M -$1.63K -9 -0.1%
RBC
2950
Roble Belko & Company
Pennsylvania
$1.5M -$128K -706 -9%

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.