We are live on ! Find out more
MSFT icon

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
AWM
3026
AllSquare Wealth Management
New York
$1.29M +$89.5K +493 +8%
PFA
3027
Professional Financial Advisors
Nebraska
$1.29M +$302K +1,665 +36%
DLHL
3028
Donald L. Hagan LLC
Florida
$1.29M +$29.6K +163 +3%
PA
3029
Planning Alternatives
Michigan
$1.29M -$211K -1,160 -16%
SAM
3030
Stewart Asset Management
New York
$1.29M +$5.26K +29 +0.5%
TVAMP
3031
Tennessee Valley Asset Management Partners
Tennessee
$1.28M +$147K +809 +15%
CCA
3032
Clearwater Capital Advisors
Illinois
$1.27M -$30K -165 -3%
CP
3033
Camelot Portfolios
Ohio
$1.27M +$533K +2,935 +89%
LWPC
3034
Legacy Wealth Partners (California)
California
$1.27M +$20.3K +112 +2%
OWM
3035
Orgel Wealth Management
Wisconsin
$1.26M +$74.1K +408 +7%
SIM
3036
Sadoff Investment Management
Wisconsin
$1.26M +$22.7K +125 +2%
DCM
3037
Driehaus Capital Management
Illinois
$1.25M +$57.5K +317 +5%
CDIA
3038
Capital Directions Investment Advisors
Georgia
$1.24M -$117K -646 -10%
MGAM
3039
McGowan Group Asset Management
Texas
$1.24M +$114K +630 +12%
CAM
3040
Concorde Asset Management
Michigan
$1.23M -$108K -595 -9%
HFA
3041
Hoover Financial Advisors
Pennsylvania
$1.23M +$97.8K +539 +10%
Cohen & Steers
3042
Cohen & Steers
New York
$1.23M +$32.3K +178 +3%
OEP
3043
Ocean Endowment Partners
Illinois
$1.23M -$1.52M -8,349 -52%
BIM
3044
Bridgecreek Investment Management
Oklahoma
$1.23M -$27.2K -150 -2%
OCG
3045
Opus Capital Group
Ohio
$1.22M -$12.7K -70 -1%
WB
3046
West Bancorporation
Iowa
$1.22M +$47.9K +264 +5%
LI
3047
Latash Investments
Alaska
$1.22M
PGCM
3048
Prescott Group Capital Management
Oklahoma
$1.22M
TF
3049
TimeScale Financial
Massachusetts
$1.22M -$59.5K -328 -5%
CCM
3050
Check Capital Management
California
$1.21M -$94.4K -520 -8%

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.