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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
WLPWM
3001
Walled Lake Planning & Wealth Management
Illinois
$1.35M +$50.1K +276 +4%
NBG
3002
Nancy B. Gardiner
$1.35M +$82.6K +455 +7%
AFA
3003
Arlington Financial Advisors
California
$1.34M
IWAG
3004
Integer Wealth Advisors Group
Georgia
$1.34M
GHAM
3005
Gilman Hill Asset Management
Connecticut
$1.34M -$107K -589 -8%
ACM
3006
Armbruster Capital Management
New York
$1.34M +$112K +616 +10%
CA
3007
Cortland Associates
Missouri
$1.34M -$16.3K -90 -1%
HFAS
3008
Hummer Financial Advisory Services
Illinois
$1.33M
OWA
3009
Outlook Wealth Advisors
Texas
$1.33M +$18.7K +103 +2%
AAP
3010
Arax Advisory Partners
Colorado
$1.33M +$148K +814 +14%
SSA
3011
Schonfeld Strategic Advisors
New York
$1.32M -$16.3M -89,871 -93%
FL
3012
Fort LP
Maryland
$1.32M -$2.21M -12,167 -65%
CC
3013
Claybrook Capital
Massachusetts
$1.32M -$354K -1,950 -23%
AWM
3014
Aprio Wealth Management
Georgia
$1.32M -$44.3K -244 -4%
CA
3015
Continuum Advisory
Idaho
$1.32M +$76.6K +422 +7%
CWM
3016
Centric Wealth Management
Illinois
$1.32M -$7.99K -44 -0.7%
CI
3017
Cavalier Investments
Georgia
$1.31M +$246K +1,355 +27%
TC
3018
TAP Consulting
Missouri
$1.31M -$8.89K -49 -0.8%
WCM
3019
Washburn Capital Management
Florida
$1.31M +$307K +1,691 +36%
TCM
3020
TD Capital Management
Tennessee
$1.3M
SWP
3021
Summit Wealth Partners
Florida
$1.3M +$244K +1,342 +27%
GCP
3022
Gill Capital Partners
Colorado
$1.3M -$236K -1,301 -17%
TCM
3023
TimesSquare Capital Management
New York
$1.3M -$46.3K -255 -4%
WFM
3024
Wolff Financial Management
Michigan
$1.3M +$18.5K +102 +2%
NG
3025
Northstar Group
New York
$1.29M +$25.6K +141 +2%

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.