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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
AL
3326
Arnhold LLC
New York
$529K
Walleye Capital
3327
Walleye Capital
New York
$527K +$470K +2,590 New
3F
3328
360 Financial
Minnesota
$525K +$11.1K +61 +2%
TWM
3329
Trinity Wealth Management
Pennsylvania
$524K +$2.54K +14 +0.5%
CCM
3330
Cadence Capital Management
Massachusetts
$519K -$157K -866 -25%
CWA
3331
Capital Wealth Alliance
Arizona
$515K -$182 -1 -0%
NFGCM
3332
Norman Fields Gottscho Capital Management
New York
$514K -$54.5K -300 -11%
MFGP
3333
Marshall Financial Group (Pennsylvania)
Pennsylvania
$513K
CRIG
3334
Charter Research & Investment Group
Connecticut
$513K +$25.4K +140 +6%
HCM
3335
Horrell Capital Management
Arkansas
$511K
PFM
3336
Peak Financial Management
Massachusetts
$510K +$13.8K +76 +3%
GCP
3337
GSA Capital Partners
United Kingdom
$509K -$637K -3,509 -58%
DA
3338
DCF Advisers
Connecticut
$509K
EC
3339
Estate Counselors
Wisconsin
$507K +$453K +2,494 New
BDF
3340
Black Diamond Financial
Maryland
$506K
LFS
3341
Legacy Financial Strategies
Kansas
$504K +$24.3K +134 +6%
CMA
3342
Cedar Mountain Advisors
Oregon
$503K +$45.2K +249 +11%
PP
3343
PrairieView Partners
Minnesota
$502K +$545 +3 +0.1%
MIM
3344
Martin Investment Management
Florida
$496K +$363 +2 +0.1%
DWA
3345
Dorsey Wright & Associates
California
$495K
BWM
3346
Brickley Wealth Management
California
$494K +$18.2K +100 +4%
SWG
3347
Summit Wealth Group
Vermont
$489K +$59K +325 +16%
FWM
3348
Filbrandt Wealth Management
Wisconsin
$488K +$188K +1,033 +76%
DP
3349
Denver PWM
Colorado
$486K +$37.4K +206 +9%
OR
3350
Olympiad Research
Connecticut
$485K -$182K -1,003 -30%

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.