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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
SMG
3401
Smart Money Group
Texas
$366K -$8.35K -46 -2%
CB
3402
Cooke & Bieler
Pennsylvania
$366K
TFA
3403
Tobias Financial Advisors
Florida
$363K -$9.62K -53 -3%
KTA
3404
Keeley-Teton Advisors
Illinois
$363K +$18.9K +104 +6%
PD
3405
Planning Directions
Pennsylvania
$361K -$595K -3,276 -65%
AFG
3406
Affinia Financial Group
Massachusetts
$357K -$76.1K -419 -19%
YMRC
3407
Yorktown Management & Research Company
Virginia
$356K -$209K -1,150 -40%
LK
3408
Lumbard & Kellner
New Hampshire
$356K
SRAM
3409
Stone Ridge Asset Management
New York
$354K -$3.59M -19,800 -92%
PDM
3410
Penn Davis McFarland
Texas
$354K
DTIM
3411
Danda Trouve Investment Management
Kansas
$351K +$4.54K +25 +1%
SCM
3412
Seascape Capital Management
New Hampshire
$351K +$313K +1,725 New
FPC
3413
Falcon Point Capital
California
$350K
WAM
3414
Wakefield Asset Management
Colorado
$349K
LI
3415
LVZ Inc
Michigan
$345K +$726 +4 +0.2%
WA
3416
WP Advisors
California
$344K +$73.3K +404 +31%
GWM
3417
Graybill Wealth Management
Illinois
$342K -$1.81K -10 -0.6%
IAM
3418
ICM Asset Management
Washington
$338K -$29.2M -160,755 -99%
NI
3419
NFC Investments
Tennessee
$338K +$18.2K +100 +6%
SWAG
3420
Spectrum Wealth Advisory Group
California
$337K +$1.63K +9 +0.5%
DC
3421
Defender Capital
North Carolina
$337K +$300K +1,654 New
AC
3422
AlphaCore Capital
California
$333K -$195K -1,075 -40%
MGWM
3423
Marks Group Wealth Management
Minnesota
$333K +$297K +1,637 New
MSWMA
3424
Market Street Wealth Management Advisors
Indiana
$332K
KAH
3425
Kathryn A. Hall
$331K

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.