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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
SA
3051
SRH Advisors
Kansas
$1.21M +$7.81K +43 +0.7%
PWM
3052
PRW Wealth Management
Massachusetts
$1.21M +$67.7K +373 +7%
DDPIC
3053
Deroy & Devereaux Private Investment Counsel
Michigan
$1.21M -$126K -695 -10%
ACM
3054
Anfield Capital Management
California
$1.21M
AP
3055
Adero Partners
California
$1.21M +$5.45K +30 +0.5%
EA
3056
Emerald Advisors
Washington
$1.21M +$1.45K +8 +0.1%
AF
3057
AtlasMark Financial
Texas
$1.2M
CWA
3058
Clarus Wealth Advisors
Arizona
$1.2M -$822K -4,529 -44%
PFC
3059
Phocas Financial Corp
California
$1.2M +$155K +855 +17%
GC
3060
Grace Capital
Massachusetts
$1.19M -$792K -4,364 -43%
AFA
3061
American Financial Advisors
Georgia
$1.19M -$37K -204 -3%
CNBT
3062
Cornerstone National Bank & Trust
Illinois
$1.19M +$215M +1,181,968 +15,249%
VCP
3063
Vista Capital Partners
Oregon
$1.18M +$5.45K +30 +0.5%
TWM
3064
Tolleson Wealth Management
Texas
$1.18M
MCA
3065
Magnolia Capital Advisors
Mississippi
$1.18M -$170K -936 -14%
PM
3066
Parametrica Management
Hong Kong
$1.17M -$1.42M -7,820 -58%
BPGAM
3067
BTG Pactual Global Asset Management
Bermuda
$1.17M +$325K +1,793 +46%
TCM
3068
Teza Capital Management
Illinois
$1.17M +$1.04M +5,726 New
NEWAS
3069
N.E.W. Advisory Services
Wisconsin
$1.17M +$1.04M +5,727 New
PPW
3070
Pasadena Private Wealth
California
$1.15M +$94.9K +523 +10%
CFA
3071
Camarda Financial Advisors
Florida
$1.15M +$526K +2,899 +105%
PA
3072
Parkside Advisors
California
$1.15M -$44.8K -247 -4%
MWM
3073
MinichMacGregor Wealth Management
New York
$1.15M -$95.3K -525 -9%
HR
3074
Hardy Reed
Mississippi
$1.14M -$51.4K -283 -5%
VAM
3075
Verity Asset Management
North Carolina
$1.14M -$1.2M -6,615 -46%

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.