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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
ACA
3176
Ackerman Capital Advisors
Texas
$874K
CAM
3177
Crestone Asset Management
Colorado
$869K +$15.6K +86 +2%
ACM
3178
AlphaCrest Capital Management
New York
$858K +$164K +905 +27%
DLG
3179
Daniel L. Goodwin
$855K
PCA
3180
Private Capital Advisors
Connecticut
$852K -$182K -1,000 -19%
HFP
3181
Holistic Financial Partners
Indiana
$845K -$79.3K -437 -10%
EMFAT
3182
Emerald Mutual Fund Advisers Trust
Pennsylvania
$845K -$53.4K -294 -7%
CCMW
3183
Cypress Capital Management (Wyoming)
Wyoming
$843K +$614K +3,380 +444%
IIM
3184
Ironwood Investment Management
Massachusetts
$840K +$182 +1 +0%
NWM
3185
Northwest Wealth Management
Iowa
$835K +$42.5K +234 +6%
AGA
3186
Accuvest Global Advisors
Utah
$834K -$118K -651 -14%
DA
3187
DSC Advisors
Illinois
$831K +$10.2K +56 +1%
FSG
3188
Financial Strategies Group
Michigan
$829K +$13.3K +73 +2%
IAA
3189
Ironsides Asset Advisors
North Carolina
$828K -$672K -3,700 -48%
SPI
3190
Santori & Peters Inc
Pennsylvania
$828K +$363 +2 +0%
APWM
3191
Atlas Private Wealth Management
New York
$828K +$1.63K +9 +0.2%
UWPG
3192
Ullmann Wealth Partners Group
Florida
$828K +$25.1K +138 +4%
CBOR
3193
Community Bank of Raymore
Missouri
$827K +$29K +160 +4%
HCA
3194
Heck Capital Advisors
Wisconsin
$825K +$195K +1,073 +36%
NVIM
3195
New Vernon Investment Management
Illinois
$823K
VAG
3196
VisionPoint Advisory Group
Texas
$815K -$3.18M -17,536 -81%
CS
3197
Capital Square
Tennessee
$815K -$14.2K -78 -2%
CC
3198
Criteria Caixa
Spain
$814K
WCM
3199
Windham Capital Management
Massachusetts
$814K
AWMG
3200
Alliance Wealth Management Group
New Jersey
$812K +$6.35K +35 +0.9%

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.