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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
CFD
2951
Creative Financial Designs
Indiana
$1.5M +$1.02M +5,597 +314%
OAM
2952
Oak Asset Management
California
$1.5M -$3.99K -22 -0.3%
TCPWM
2953
Traverso Chambers Private Wealth Management
California
$1.5M +$61.2K +337 +5%
FC
2954
Fusion Capital
South Carolina
$1.5M +$347K +1,914 +35%
RWMH
2955
Riverpoint Wealth Management Holdings
Illinois
$1.49M +$756K +4,166 +131%
RPA
2956
Rock Point Advisors
Vermont
$1.48M -$53.5K -295 -4%
HI
2957
Handelsinvest Investeringsforvaltning
Denmark
$1.48M +$109K +600 +9%
VCWA
2958
Vanguard Capital Wealth Advisors
Colorado
$1.48M +$1.32M +7,275 New
KPF
2959
K2 Principal Fund
Ontario, Canada
$1.48M +$1.32M +7,265 New
LWP
2960
Legacy Wealth Planning
Nevada
$1.47M +$182 +1 +0%
WC
2961
Westhampton Capital
North Carolina
$1.46M +$39.9K +220 +3%
EWP
2962
Engrave Wealth Partners
Texas
$1.46M +$27.4K +151 +2%
PW
2963
Peninsula Wealth
California
$1.46M -$25.6K -141 -2%
CC
2964
Callan Capital
California
$1.45M
TWM
2965
Triton Wealth Management
Arizona
$1.45M +$47.6K +262 +4%
KAM
2966
Knightsbridge Asset Management
California
$1.45M +$1.29M +7,124 New
LS
2967
Leelyn Smith
Illinois
$1.45M -$2.06M -11,358 -62%
GIM
2968
Groesbeck Investment Management
New Jersey
$1.44M +$63.5K +350 +5%
GCA
2969
Genesee Capital Advisors
New York
$1.44M -$501K -2,758 -28%
RF
2970
RHS Financial
California
$1.43M -$86.4K -476 -6%
JI
2971
Jeereddi Investments
California
$1.43M
OBGC
2972
O'Brien Greene & Co
Pennsylvania
$1.42M -$21.8K -120 -2%
WFA
2973
Wellspring Financial Advisors
Ohio
$1.42M +$4.9K +27 +0.4%
HB
2974
Horizon Bancorp
Indiana
$1.42M -$1.14M -6,285 -47%
RIS
2975
Retirement Income Solutions
Michigan
$1.42M +$57.2K +315 +5%

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.