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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
PWM
3351
Praetorian Wealth Management
California
$483K +$430K +2,371 New
RFO
3352
RiverGlades Family Offices
Florida
$482K -$6.35K -35 -1%
KLI
3353
Kelman-Lazarov Inc
Tennessee
$482K
Harris Associates
3354
Harris Associates
Illinois
$480K -$25.4K -140 -6%
RA
3355
Riversedge Advisors
Delaware
$480K +$428K +2,360 New
FPIS
3356
Financial Planning & Information Services
Wisconsin
$478K +$908 +5 +0.2%
AW
3357
Avion Wealth
Texas
$477K -$20.7K -114 -5%
WG
3358
Winton Group
United Kingdom
$472K -$219K -1,204 -34%
PBF
3359
Petix & Botte Financial
California
$470K +$419K +2,308 +100%
SCP
3360
Silverleafe Capital Partners
Tennessee
$469K -$10.9K -60 -3%
II
3361
Ibex Investors
Colorado
$469K +$418K +2,303 New
DSN
3362
D. Scott Neal
Kentucky
$466K -$2.18K -12 -0.5%
DPI
3363
Diversified Portfolios Inc
Michigan
$455K -$1.45K -8 -0.4%
SI
3364
Shaker Investments
Ohio
$452K +$403K +2,220 New
SCM
3365
Shapiro Capital Management
Georgia
$452K +$1.09K +6 +0.3%
TIM
3366
Triad Investment Management
California
$448K
TWA
3367
Tillar-Wenstrup Advisors
Ohio
$447K +$398K +2,194 New
PA
3368
Prism Advisors
California
$440K -$7.81K -43 -2%
AFIA
3369
America First Investment Advisors
Nebraska
$440K
MCMT
3370
Moon Capital Management (Tennessee)
Tennessee
$435K
PIA
3371
Powell Investment Advisors
Florida
$435K -$51.4K -283 -12%
PWP
3372
Personal Wealth Partners
Minnesota
$433K +$6.54K +36 +2%
OFS
3373
Oldfather Financial Services
Nebraska
$430K -$61.5K -339 -14%
LIM
3374
Lagoda Investment Management
New York
$427K -$18.2K -100 -5%
CWM
3375
Cranbrook Wealth Management
Michigan
$427K

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.