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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
AA
3126
Aufman Associates
Pennsylvania
$1.01M -$13.4K -74 -1%
SL
3127
Savior LLC
Massachusetts
$1.01M -$8.35K -46 -0.9%
FP
3128
Foundry Partners
Minnesota
$1.01M -$264K -1,455 -23%
OFG
3129
OmniStar Financial Group
North Carolina
$1.01M -$104K -571 -10%
GSIS
3130
Global Strategic Investment Solutions
Arizona
$1.01M +$10.9K +60 +1%
HWM
3131
Howard Wealth Management
Connecticut
$1.01M +$49.7K +274 +6%
NP
3132
Ninepoint Partners
Ontario, Canada
$1M +$342K +1,882 +62%
PFG
3133
PAX Financial Group
Texas
$1M +$185K +1,018 +26%
SAS
3134
Stelac Advisory Services
New York
$1M +$8.53K +47 +1%
FA
3135
Fortis Advisors
Pennsylvania
$994K -$250K -1,376 -22%
KPWG
3136
KFA Private Wealth Group
Virginia
$993K -$115K -631 -11%
RWM
3137
Reston Wealth Management
Virginia
$993K -$10.3K -57 -1%
WWM
3138
WJ Wealth Management
Arizona
$984K +$476K +2,620 +118%
SFC
3139
SYM Financial Corp
Indiana
$983K -$81K -446 -8%
WLIM
3140
White Lighthouse Investment Management
Massachusetts
$981K -$48.5K -267 -5%
RPGK
3141
Retirement Planning Group (Kansas)
Kansas
$981K +$82.8K +456 +10%
AWCI
3142
Alpine Woods Capital Investors
New York
$981K +$318K +1,751 +57%
EWF
3143
Epstein & White Financial
California
$973K +$52.6K +290 +6%
NEPPG
3144
New England Professional Planning Group
Rhode Island
$972K -$82.6K -455 -9%
LFASL
3145
Lugano Financial Advisors SA (LFA)
Switzerland
$969K -$308K -1,696 -26%
MCM
3146
Magnolia Capital Management
New York
$966K -$18.2K -100 -2%
EFL
3147
ERn Financial LLC
Wisconsin
$965K -$17.2K -95 -2%
HPC
3148
Hobart Private Capital
North Carolina
$963K +$90K +496 +12%
UWM
3149
USAdvisors Wealth Management
Minnesota
$963K +$28.1K +155 +3%
MCM
3150
Mainstay Capital Management
Michigan
$960K -$93.5K -515 -10%

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.