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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
SDAM
3226
Shulman DeMeo Asset Management
New York
$742K +$25.6K +141 +4%
HFA
3227
High Falls Advisors
New York
$738K -$90.4K -498 -12%
MAM
3228
Marotta Asset Management
Virginia
$738K
RPG
3229
Resource Planning Group
Georgia
$737K +$14.5K +80 +2%
ETS
3230
ESL Trust Services
New York
$736K
ACM
3231
Avalon Capital Management
California
$734K
EA
3232
Elm Advisors
California
$732K -$83.5K -460 -11%
NQWM
3233
Northwest Quadrant Wealth Management
Oregon
$732K +$15.4K +85 +2%
EARNEST Partners
3234
EARNEST Partners
Georgia
$731K
HCM
3235
Howard Capital Management
Georgia
$731K +$384K +2,113 +155%
PWM
3236
Paulson Wealth Management
Illinois
$729K -$81.9K -451 -11%
CA
3237
Crumly & Associates
Illinois
$726K +$29.4K +162 +5%
TFF
3238
The Family Firm
Maryland
$724K +$545 +3 +0.1%
CWM
3239
Cahaba Wealth Management
Georgia
$719K +$16K +88 +3%
3C
3240
361 Capital
Colorado
$718K -$376K -2,072 -37%
GC
3241
Giverny Capital
Quebec, Canada
$718K +$641K +3,529 New
AWA
3242
Alaska Wealth Advisors
Alaska
$717K -$125K -690 -16%
MFT
3243
Moisand Fitzgerald Tamayo
Florida
$715K +$2.9K +16 +0.5%
AF
3244
Aldebaran Financial
$715K +$320K +1,765 +101%
CIA
3245
Compass Ion Advisors
Pennsylvania
$714K
SCM
3246
Smith Capital Management
Arkansas
$714K +$2.18K +12 +0.3%
ACM
3247
Ategra Capital Management
Virginia
$714K
OHS
3248
Odey Holdings (Switzerland)
Switzerland
$712K -$127K -700 -17%
MPCG
3249
Matrix Private Capital Group
New York
$712K +$16.2K +89 +3%
TAIM
3250
TD Ameritrade Investment Management
Nebraska
$709K +$45.9K +253 +8%

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.