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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
SFP
3276
Strategic Financial Partners
Oregon
$641K -$3.63K -20 -0.6%
CWM
3277
Concentrum Wealth Management
California
$641K
WA
3278
WESPAC Advisors
California
$640K -$80.1K -441 -12%
NIM
3279
NuWave Investment Management
New Jersey
$638K +$626K +3,448 New
KFS
3280
Kelly Financial Services
Massachusetts
$634K +$19.6K +108 +4%
AMG
3281
Advisors Management Group
Wisconsin
$634K +$9.8K +54 +2%
CC
3282
Cypress Capital
Tennessee
$634K +$565K +3,114 New
RAM
3283
Riggs Asset Management
Pennsylvania
$632K
SPA
3284
Sentinel Pension Advisors
Massachusetts
$631K +$182 +1 +0%
HWM
3285
HighMark Wealth Management
Minnesota
$630K -$1.27K -7 -0.2%
AWA
3286
ARQ Wealth Advisors
Arizona
$625K -$67.5K -372 -11%
LRIC
3287
Long Road Investment Counsel
Michigan
$623K
OWA
3288
One Wealth Advisors
California
$621K +$292K +1,611 +112%
GPA
3289
Guidance Point Advisors
Massachusetts
$617K +$182 +1 +0%
VNB
3290
Virginia National Bank
Virginia
$611K -$649K -3,575 -54%
ACM
3291
Alethea Capital Management
Washington
$611K
IWA
3292
Inspirion Wealth Advisors
Illinois
$610K +$18.9K +104 +4%
OAM
3293
Oberweis Asset Management
Illinois
$608K -$118K -650 -18%
NCM
3294
Next Capital Management
New York
$607K -$40.5K -223 -7%
LFG
3295
LifePlan Financial Group
Ohio
$606K
GM
3296
GeoWealth Management
Illinois
$606K +$275K +1,516 +104%
FAN
3297
Financial Advisors Network
California
$600K -$44.7K -246 -8%
CWAF
3298
Core Wealth Advisors (Florida)
Florida
$599K +$107K +589 +25%
P
3299
&Partners
Tennessee
$596K +$118K +650 +29%
MAM
3300
Marquette Asset Management
Minnesota
$593K

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.