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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
FEG
3376
Financial Enhancement Group
Indiana
$426K -$15.6K -86 -4%
SCM
3377
Stordahl Capital Management
Colorado
$425K +$13.8K +76 +4%
SCM
3378
Stevens Capital Management
Pennsylvania
$424K +$378K +2,085 New
HA
3379
HC Advisors
Georgia
$419K -$1.54M -8,458 -80%
EA
3380
Ellsworth Advisors
Ohio
$419K +$374K +2,060 New
RPSA
3381
Richard P. Slaughter Associates
Texas
$418K -$180K -990 -33%
MWM
3382
MBE Wealth Management
Wisconsin
$413K -$25.8K -142 -7%
ACA
3383
Ascension Capital Advisors
Texas
$412K -$363 -2 -0.1%
BWM
3384
Biltmore Wealth Management
Arizona
$411K +$39.9K +220 +9%
OMC
3385
Oasis Management Company
Cayman Islands
$407K +$363K +2,000 New
KFA
3386
Krane Funds Advisors
New York
$405K -$189K -1,042 -34%
EW
3387
Element Wealth
Mississippi
$405K -$84.6K -466 -19%
WCP
3388
Welch Capital Partners
New York
$405K
DC
3389
Derby & Company
Massachusetts
$401K +$72.6K +400 +26%
JC
3390
Jentner Corp
Ohio
$389K -$18.5K -102 -5%
SIMG
3391
Stephens Investment Management Group
Texas
$387K +$62.1K +342 +22%
OPPTF
3392
OPSEU Pension Plan Trust Fund
Ontario, Canada
$384K -$269K -1,480 -43%
JWM
3393
Janiczek Wealth Management
Colorado
$382K +$31.2K +172 +10%
GSAM
3394
Grant Street Asset Management
Pennsylvania
$381K +$340K +1,872 New
BHWM
3395
Bay Harbor Wealth Management
Maryland
$379K +$13.1K +72 +4%
GWAG
3396
Garrett Wealth Advisory Group
Texas
$379K +$30.7K +169 +10%
SWM
3397
Shakespeare Wealth Management
Wisconsin
$375K
AWM
3398
Alterna Wealth Management
Texas
$375K +$22.7K +125 +7%
CFIA
3399
Cantor Fitzgerald Investment Advisors
New York
$373K
QWM
3400
Quaker Wealth Management
New Jersey
$372K +$908 +5 +0.3%

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.