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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
G
3151
GenTrust
Florida
$956K -$45K -248 -5%
VBFP
3152
Valtinson Bruner Financial Planning
Minnesota
$956K +$34.7K +191 +4%
WCWM
3153
Willow Creek Wealth Management
California
$955K -$81K -446 -9%
CCA
3154
Conestoga Capital Advisors
Pennsylvania
$946K
WIC
3155
WealthBridge Investment Counsel
Alberta, Canada
$944K +$416K +2,290 +97%
PWA
3156
Peterson Wealth Advisors
Utah
$932K +$39.9K +220 +5%
CFO
3157
CVA Family Office
Colorado
$932K +$116K +641 +16%
NPPM
3158
North Point Portfolio Managers
Ohio
$931K
BWA
3159
Beam Wealth Advisors
Louisiana
$927K -$125K -687 -14%
EE
3160
EWG Elevate
California
$927K +$363 +2 +0%
MWC
3161
MBM Wealth Consultants
Missouri
$926K -$383K -2,108 -32%
SLF
3162
Sun Life Financial
Ontario, Canada
$926K +$545 +3 +0.1%
BJ
3163
Brouwer & Janachowski
California
$920K -$117K -647 -13%
QCMC
3164
Quantum Capital Management (California)
California
$917K -$637K -3,510 -44%
BWM
3165
BCS Wealth Management
Tennessee
$914K +$276K +1,520 +51%
TFCP
3166
Twin Focus Capital Partners
Massachusetts
$909K -$201K -1,110 -20%
BFA
3167
Beacon Financial Advisory
Ohio
$908K +$131K +722 +19%
WR
3168
Watson Rebecca
$904K
DWA
3169
Dougherty Wealth Advisers
Minnesota
$896K
OWM
3170
Opes Wealth Management
California
$892K +$347K +1,909 +77%
CPC
3171
Consolidated Planning Corp
Georgia
$885K -$28.3K -156 -3%
WCM
3172
Windsor Capital Management
Arizona
$885K +$108K +597 +16%
KCM
3173
Kathmere Capital Management
Pennsylvania
$885K +$789K +4,347 New
CRC
3174
Catawba River Capital
South Carolina
$884K +$592K +3,264 New
FFG
3175
Ford Financial Group
California
$882K +$21.1K +116 +3%

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.