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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
IDA
3301
Intelligence Driven Advisers
California
$587K -$7.44K -41 -1%
LWA
3302
Lowe Wealth Advisors
Maryland
$586K +$182 +1 +0%
SC
3303
Skylands Capital
Wisconsin
$585K -$36.3K -200 -7%
GAM
3304
Garrison Asset Management
Arkansas
$582K +$48.1K +265 +10%
HS
3305
Horan Securities
United States
$582K +$51.4K +283 +11%
CRCM
3306
Corbett Road Capital Management
Virginia
$580K +$88K +485 +20%
CHJWM
3307
Carlton Hofferkamp & Jenks Wealth Management
Texas
$578K -$61.7K -340 -11%
EPWM
3308
Essex Private Wealth Management
Massachusetts
$578K +$52.6K +290 +11%
SWM
3309
Southern Wealth Management
Texas
$575K +$184K +1,011 +56%
CCM
3310
Colorado Capital Management
Colorado
$572K
MAG
3311
Mayfair Advisory Group
Alabama
$565K +$43.6K +240 +9%
BIG
3312
Boothe Investment Group
Delaware
$563K +$502K +2,768 New
DACG
3313
Donor Advised Charitable Giving
California
$557K -$170K -937 -25%
PCFFS
3314
Pacific Center for Financial Services
California
$553K
HCP
3315
Holt Capital Partners
Texas
$553K +$117K +643 +31%
PWC
3316
PYA Waltman Capital
Tennessee
$546K -$67.9K -374 -12%
GWM
3317
GSB Wealth Management
Connecticut
$543K +$1.27K +7 +0.3%
HGWM
3318
Horst & Graben Wealth Management
Oregon
$541K +$545 +3 +0.1%
CWM
3319
Cabot Wealth Management
Massachusetts
$537K +$17.4K +96 +4%
HPCM
3320
Hunter Perkins Capital Management
Illinois
$537K +$479K +2,640 New
ST
3321
Sageworth Trust
Pennsylvania
$536K +$11.8K +65 +3%
AA
3322
AlphaMark Advisors
Kentucky
$535K -$535K -2,947 -53%
FS
3323
Ferguson Shapiro
Georgia
$533K +$1.09K +6 +0.2%
TPW
3324
TL Private Wealth
Texas
$532K +$19.2K +106 +4%
QOP
3325
Quinn Opportunity Partners
Virginia
$529K -$23.3M -128,400 -98%

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.