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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
GIM
3426
Greylin Investment Management
Virginia
$331K +$9.08K +50 +3%
CF
3427
Copperwynd Financial
Arizona
$323K +$288K +1,587 New
I2I
3428
Insight 2811 Inc
Illinois
$322K -$428K -2,359 -60%
HGWM
3429
Harvest Group Wealth Management
Massachusetts
$321K +$3.63K +20 +1%
SBA
3430
Secrest Blakey & Associates
North Carolina
$317K -$726 -4 -0.3%
SFPG
3431
Stonebridge Financial Planning Group
Florida
$317K +$14.7K +81 +6%
TIM
3432
Total Investment Management
Arizona
$316K -$85K -468 -23%
TFA
3433
TPG Financial Advisors
Oregon
$316K -$363 -2 -0.1%
HWM
3434
Holloway Wealth Management
Florida
$316K
SCA
3435
Sippican Capital Advisors
Massachusetts
$315K -$99.7K -549 -26%
HAC
3436
Harbor Advisory Corp
New Hampshire
$313K
SCA
3437
Stuart Chaussee & Associates
California
$312K +$54.1K +298 +24%
SL
3438
Salomon & Ludwin
Virginia
$310K
BCM
3439
Beddow Capital Management
Wyoming
$310K +$277K +1,525 New
UIA
3440
UBP Investment Advisors
Switzerland
$309K
PFA
3441
Plotkin Financial Advisors
Maryland
$308K
CCA
3442
Conservest Capital Advisors
Pennsylvania
$308K -$16.5K -91 -6%
HWA
3443
Hilltop Wealth Advisors
North Carolina
$308K
BA
3444
Ballew Advisors
Mississippi
$307K +$21.2K +117 +9%
TSS
3445
Thomas Story & Son
Indiana
$305K
SC
3446
Steph & Co
Wisconsin
$305K +$158K +868 +137%
BIP
3447
Blueprint Investment Partners
North Carolina
$305K +$272K +1,499 New
FA
3448
Faithward Advisors
Pennsylvania
$303K +$30.9K +170 +13%
C1AG
3449
Client 1st Advisory Group
Florida
$302K +$269K +1,480 New
FWCM
3450
First Western Capital Management
California
$301K -$75.7K -417 -22%

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.