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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
CA
3451
Corrado Advisors
New Jersey
$301K -$16.2K -89 -6%
FSWA
3452
Financial Synergies Wealth Advisors
Texas
$300K -$20K -110 -7%
MAP
3453
Milestone Advisory Partners
North Carolina
$299K
RP
3454
Reinhart Partners
Wisconsin
$296K
SSM
3455
Sound Shore Management
Connecticut
$295K -$91.8M -505,566 -100%
PP
3456
Peconic Partners
New York
$294K -$1.86M -10,245 -88%
NCP
3457
NexWave Capital Partners
New York
$289K +$199K +1,097 New
SG
3458
Strid Group
Pennsylvania
$288K -$4.54K -25 -2%
JFG
3459
JMG Financial Group
Illinois
$287K -$330K -1,816 -56%
TWP
3460
Total Wealth Planning
Ohio
$287K +$182 +1 +0.1%
RHJA
3461
Rice Hall James & Associates
California
$285K -$9.08K -50 -3%
DMK
3462
David M. Knott
$285K
HWA
3463
Heartwood Wealth Advisors
Virginia
$285K
WC
3464
Weil Company
California
$284K +$253K +1,395 New
BWI
3465
Beacon Wealthcare Inc
North Carolina
$281K -$15.8K -87 -6%
PWS
3466
Paragon Wealth Strategies
Florida
$280K +$2.54K +14 +1%
TC
3467
Tatro Capital
Kentucky
$278K -$48.8K -269 -16%
BCM
3468
Birmingham Capital Management
Alabama
$278K
SFA
3469
Spectrum Financial Alliance
Kentucky
$276K +$545 +3 +0.2%
PC
3470
Permanens Capital
New York
$276K +$170K +937 +226%
BF
3471
Blankinship & Foster
California
$275K
PW
3472
Price Wealth
Texas
$274K +$16.7K +92 +7%
TPW
3473
Tiller Private Wealth
Pennsylvania
$271K +$11.1K +61 +5%
MCIA
3474
Mountain Capital Investment Advisors
Colorado
$269K +$235K +1,293 New
MWC
3475
MKD Wealth Coaches
Michigan
$269K +$240K +1,321 New

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.