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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
WIC
3076
Wilkins Investment Counsel
Massachusetts
$1.14M
LFA
3077
Lighthouse Financial Advisors
Maryland
$1.14M +$166K +916 +20%
FNC
3078
First National Corp
Massachusetts
$1.13M -$15.2K -84 -1%
PA
3079
PSI Advisors
Florida
$1.13M -$262K -1,442 -21%
RWML
3080
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.12M +$3.45K +19 +0.3%
PCWA
3081
Pacific Capital Wealth Advisors
California
$1.12M -$18.2K -100 -2%
FC
3082
FCA Corp
Texas
$1.12M +$13.6K +75 +1%
PAWC
3083
P.A.W. Capital
Connecticut
$1.12M -$90.8K -500 -8%
PAG
3084
Pinnacle Advisory Group
Maryland
$1.11M -$91.9K -506 -9%
HC
3085
Hamilton Capital
Ohio
$1.1M -$99.8K -550 -9%
VFM
3086
Vivid Financial Management
California
$1.1M +$17.2K +95 +2%
EWM
3087
Elmwood Wealth Management
California
$1.09M -$99.8K -550 -9%
CFN
3088
Cordasco Financial Network
Florida
$1.09M +$37.2K +205 +4%
ACP
3089
Arcus Capital Partners
Georgia
$1.08M +$81.9K +451 +9%
XSC
3090
X-Square Capital
Puerto Rico
$1.08M +$162K +895 +20%
KAM
3091
Karani Asset Management
New York
$1.08M -$65.7K -362 -6%
DCM
3092
Davis Capital Management
Florida
$1.08M -$38.8K -214 -4%
BWM
3093
Bernicke Wealth Management
Wisconsin
$1.08M -$599K -3,301 -38%
SFWC
3094
Strategic Family Wealth Counselors
New Jersey
$1.08M +$212K +1,166 +28%
SIS
3095
Sound Income Strategies
Florida
$1.08M +$69.2K +381 +8%
BFG
3096
Barber Financial Group
Kansas
$1.07M +$53.4K +294 +6%
BEI
3097
Benjamin Edwards Inc
Missouri
$1.07M +$242K +1,335 +34%
SBF
3098
Sara-Bay Financial
Florida
$1.07M +$944K +5,202 New
MF
3099
Manchester Financial
California
$1.06M +$53.5K +295 +6%
OBWP
3100
O'Brien Wealth Partners
Massachusetts
$1.06M +$124K +683 +16%

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.