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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
SWIG
2976
Strategic Wealth Investment Group
Kentucky
$1.42M -$4.36K -24 -0.3%
DWM
2977
Dorchester Wealth Management
Quebec, Canada
$1.41M -$309K -1,700 -20%
CP
2978
Coho Partners
Pennsylvania
$1.41M -$49.2K -271 -4%
CM
2979
Crestline Management
Texas
$1.41M +$1.26M +6,944 New
CHA
2980
Cooper/Haims Advisors
New York
$1.41M +$64.4K +355 +5%
ARG
2981
Advisory Resource Group
Oklahoma
$1.41M +$373K +2,054 +42%
CG
2982
Corundum Group
Colorado
$1.41M +$1.63K +9 +0.1%
SWM
2983
Sugarloaf Wealth Management
Georgia
$1.4M +$4.72K +26 +0.4%
FAM
2984
Fenimore Asset Management
New York
$1.4M -$370K -2,040 -23%
NWA
2985
New World Advisors
Massachusetts
$1.39M +$11.4K +63 +1%
FCM
2986
Firestone Capital Management
Florida
$1.39M -$24.7K -136 -2%
TIM
2987
Tikehau Investment Management
France
$1.38M -$43.8M -241,081 -97%
RICHC
2988
Renaissance Investment Consultants Holding Company
Pennsylvania
$1.38M +$2.9K +16 +0.2%
PWM
2989
PBMares Wealth Management
Virginia
$1.38M +$182 +1 +0%
FIM
2990
Fernwood Investment Management
Massachusetts
$1.38M +$18.2K +100 +2%
HIM
2991
Hillsdale Investment Management
Ontario, Canada
$1.38M -$109K -600 -8%
EIA
2992
Eldridge Investment Advisors
New Hampshire
$1.38M -$12.2K -67 -1%
FCFC
2993
First Citizens Financial Corp
Iowa
$1.37M +$127K +699 +12%
EF
2994
Empowered Funds
Pennsylvania
$1.37M +$1.23M +6,753 New
SMH
2995
Sanders Morris Harris
Texas
$1.36M -$2.23M -12,261 -65%
VIM
2996
Vista Investment Management
Pennsylvania
$1.36M -$71.5K -394 -6%
HP
2997
HT Partners
Connecticut
$1.36M +$26.3K +145 +2%
CWM
2998
Cedar Wealth Management
California
$1.36M
RCC
2999
Red Cedar Capital
Nebraska
$1.35M -$129K -710 -10%
AMG
3000
Asset Management Group
Connecticut
$1.35M +$563K +3,101 +87%

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.