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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
HA
3251
HYA Advisors
Missouri
$707K +$86.4K +476 +16%
BMM
3252
Berkshire Money Management
Massachusetts
$704K +$726 +4 +0.1%
GRQ
3253
Gardner Russo & Quinn
Pennsylvania
$701K -$27.2K -150 -4%
ST
3254
Sentinel Trust
Texas
$701K
TW
3255
Towerpoint Wealth
California
$695K +$252K +1,387 +68%
SHWM
3256
Silicon Hills Wealth Management
Texas
$681K +$4.54K +25 +0.8%
CAG
3257
Curtis Advisory Group
California
$679K
SAM
3258
Shone Asset Management
California
$677K -$10.2K -56 -2%
PI
3259
Pachira Investments
California
$675K +$161K +888 +37%
WAOI
3260
Wealth Advisors of Iowa
Iowa
$674K
IA
3261
IFG Advisors
Missouri
$673K +$31.4K +173 +6%
WEPOG
3262
Wealth Enhancement & Preservation of GA
Georgia
$671K -$333K -1,837 -35%
PMG
3263
Private Management Group
California
$663K -$394K -2,169 -40%
SGCA
3264
Steel Grove Capital Advisors
Tennessee
$661K -$53.9K -297 -8%
SCM
3265
SKBA Capital Management
California
$661K
CF
3266
Corrigan Financial
Rhode Island
$658K -$9.26K -51 -2%
KBFS
3267
Kohmann Bosshard Financial Services
Ohio
$653K +$17.4K +96 +3%
WIA
3268
World Investment Advisors
California
$652K -$130K -718 -19%
ACM
3269
AlphaStar Capital Management
North Carolina
$652K -$28.9K -159 -5%
SMM
3270
Stadion Money Management
Georgia
$652K
PS
3271
Portfolio Strategies
New York
$651K -$2.72K -15 -0.5%
MCC
3272
Malaga Cove Capital
California
$651K +$580K +3,197 New
BCM
3273
BlueCrest Capital Management
Jersey
$651K +$581K +3,200 New
RCA
3274
Reitz Capital Advisors
Michigan
$647K -$64.4K -355 -10%
ARM
3275
Adirondack Research & Management
New York
$646K -$216K -1,190 -27%

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.