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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
FWSM
3201
First Wilshire Securities Management
California
$802K -$24.7K -136 -3%
BCA
3202
Biltmore Capital Advisors
New Jersey
$799K +$116K +638 +19%
TCB
3203
Texas Capital Bancshares
Texas
$798K -$340K -1,874 -32%
SFM
3204
Systematic Financial Management
New Jersey
$798K
MFS
3205
Mirabella Financial Services
United Kingdom
$791K -$4.6M -25,348 -87%
RI
3206
Ridgewood Investments
New Jersey
$791K
WAM
3207
Winslow Asset Management
Ohio
$789K -$3.63K -20 -0.5%
MWP
3208
Meridian Wealth Partners
Pennsylvania
$783K -$3.45K -19 -0.5%
RWRC
3209
R.W. Roge & Company
New York
$781K -$7.99K -44 -1%
SAM
3210
Sequent Asset Management
Texas
$777K +$693K +3,818 New
MAWCM
3211
Mine & Arao Wealth Creation & Management
California
$775K
RTS
3212
Round Table Services
New Jersey
$772K +$24.3K +134 +4%
Group One Trading
3213
Group One Trading
Illinois
$771K -$2.65M -14,619 -79%
SC
3214
Soundwatch Capital
Connecticut
$770K +$736K +4,056 New
ML
3215
McAdam LLC
Pennsylvania
$766K +$54.1K +298 +9%
FMP
3216
Financial Management Professionals
Texas
$762K +$304K +1,673 +81%
PFM
3217
Probabilities Fund Management
New York
$757K
LP
3218
LGL Partners
Pennsylvania
$755K -$16.3K -90 -2%
AW
3219
Alpha Windward
Massachusetts
$755K -$6.35K -35 -0.9%
TF
3220
TLWM Financial
Texas
$752K -$286K -1,578 -30%
WRM
3221
Weybosset Research & Management
Rhode Island
$747K +$72.2K +398 +12%
IFO
3222
Independent Family Office
New York
$746K +$17.2K +95 +3%
PSF
3223
Pacific Sun Financial
California
$744K +$363 +2 +0.1%
ACM
3224
AUA Capital Management
Pennsylvania
$743K -$127K -700 -16%
PFC
3225
Poplar Forest Capital
California
$742K

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.