We are live on ! Find out more
MSFT icon

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
WCM
3476
Wealthcare Capital Management
Virginia
$268K +$116K +637 +93%
APSP
3477
Asset Planning Services (Pennsylvania)
Pennsylvania
$268K +$239K +1,319 New
CFS
3478
Cannon Financial Strategists
Georgia
$266K +$237K +1,308 New
USGIU
3479
U.S. Global Investors (USGI)
Texas
$265K +$236K +1,300 New
AIS
3480
American Investment Services
Massachusetts
$263K -$138K -760 -37%
LIC
3481
Laurus Investment Counsel
Canada
$257K +$229K +1,262 New
AWM
3482
Altus Wealth Management
Kentucky
$254K -$3.63K -20 -2%
CCM
3483
Coe Capital Management
Illinois
$254K +$227K +1,250 New
HCIA
3484
Hochman Cole Investment Advisors
Illinois
$251K -$7.81K -43 -3%
EP
3485
EPIQ Partners
Minnesota
$251K +$223K +1,231 New
MWP
3486
Moller Wealth Partners
$247K +$220K +1,212 New
T
3487
TrueFG
Texas
$244K +$218K +1,200 New
CIG
3488
Cairn Investment Group
Washington
$243K +$217K +1,195 New
RW
3489
RVW Wealth
California
$242K -$48.3K -266 -18%
BC
3490
Barnett & Company
Tennessee
$240K -$54.5K -300 -20%
WFPG
3491
Waller Financial Planning Group
Ohio
$240K -$47.2K -260 -18%
BIA
3492
BHK Investment Advisors
Alabama
$239K +$213K +1,175 New
TWP
3493
TFO Wealth Partners
Ohio
$236K +$2.18K +12 +1%
APC
3494
Aspire Private Capital
North Carolina
$236K +$50.1K +276 +31%
WCM
3495
Weld Capital Management
New York
$235K -$113K -625 -35%
CWM
3496
CCG Wealth Management
California
$234K -$59.9K -330 -22%
TA
3497
Townsend & Associates
Colorado
$232K -$50.5K -278 -20%
IF
3498
Ironwood Financial
Arizona
$232K +$11.6K +64 +6%
ACP
3499
Aveo Capital Partners
Colorado
$230K -$353K -1,943 -63%
HS
3500
Haafor (Singapore)
Singapore
$230K +$205K +1,131 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.