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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
AF
3101
Apexium Financial
Texas
$1.06M +$273K +1,506 +41%
LSC
3102
Lyon Street Capital
California
$1.06M -$1.41M -7,785 -60%
SCP
3103
Syntal Capital Partners
Texas
$1.06M -$15.6K -86 -2%
GI
3104
Glovista Investments
New Jersey
$1.06M
EMB
3105
Elefante Mark B
$1.05M +$38.7K +213 +4%
TIA
3106
Traphagen Investment Advisors
New Jersey
$1.05M -$5.99K -33 -0.6%
FWM
3107
FSA Wealth Management
Massachusetts
$1.05M -$125K -690 -12%
AFS
3108
Axiom Financial Strategies
Indiana
$1.04M +$22.5K +124 +2%
XWM
3109
Xcel Wealth Management
Florida
$1.04M -$111K -611 -11%
HIS
3110
Harvest Investment Services
Illinois
$1.04M +$50.5K +278 +6%
VFPI
3111
Vantage Financial Partners (Illinois)
Illinois
$1.04M +$83.5K +460 +10%
PFA
3112
Pettinga Financial Advisors
Indiana
$1.03M -$42.3K -233 -4%
PG
3113
Prostatis Group
Maryland
$1.03M +$389K +2,143 +73%
SHWM
3114
Smith & Howard Wealth Management
Georgia
$1.03M -$49.7K -274 -5%
LFG
3115
Larson Financial Group
Missouri
$1.03M +$218K +1,202 +31%
PEA
3116
Pacific Edge Advisors
California
$1.02M -$18.2K -100 -2%
BAMG
3117
Brand Asset Management Group
Missouri
$1.02M
SA
3118
Silversage Advisors
California
$1.02M +$98K +540 +10%
SPP
3119
Single Point Partners
Massachusetts
$1.02M -$179K -985 -16%
MWM
3120
MorganRosel Wealth Management
Colorado
$1.02M -$71.5K -394 -7%
AFM
3121
Anson Funds Management
Texas
$1.02M -$363K -2,000 -29%
OIM
3122
Opus Investment Management
Massachusetts
$1.02M
FG
3123
Formula Growth
Quebec, Canada
$1.02M +$908K +5,000 New
JWA
3124
JFS Wealth Advisors
Pennsylvania
$1.02M +$14.9K +82 +2%
LWM
3125
Lionsbridge Wealth Management
Florida
$1.02M +$30.7K +169 +4%

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.