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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
SA
3501
Sicart Associates
New York
$227K -$76.2K -420 -27%
CSIA
3502
Charles Schwab Investment Advisory
California
$226K +$202K +1,113 New
BFP
3503
Briaud Financial Planning
Texas
$226K +$202K +1,115 New
HSA
3504
Hussman Strategic Advisors
Maryland
$224K -$1.31M -7,200 -87%
CFC
3505
Coyle Financial Counsel
Illinois
$224K +$200K +1,100 New
MM
3506
Meridian Management
Arkansas
$222K +$198K +1,091 New
KCM
3507
Kendall Capital Management
Maryland
$220K +$197K +1,083 New
FCM
3508
Fortis Capital Management
Washington
$217K +$194K +1,068 New
NRI
3509
NFP Retirement Inc
California
$215K +$192K +1,058 New
HCM
3510
Hudson Capital Management
New Jersey
$215K +$192K +1,057 New
FCT
3511
Family Capital Trust
Massachusetts
$214K -$209K -1,150 -52%
QCM
3512
Quantinno Capital Management
New York
$214K -$76.4K -421 -29%
LAM
3513
Lountzis Asset Management
Pennsylvania
$214K +$191K +1,051 New
TM
3514
Titan Managers
Arizona
$214K +$191K +1,054 New
PIN
3515
Prudent Investors Network
California
$213K -$107K -588 -36%
CFG
3516
CKW Financial Group
Hawaii
$209K -$18.2K -100 -9%
ECM
3517
Element Capital Management
New York
$209K +$186K +1,025 New
SC
3518
Saybrook Capital
North Carolina
$208K +$186K +1,022 New
FC
3519
Fairpointe Capital
Illinois
$208K +$186K +1,024 New
BWA
3520
BlueSky Wealth Advisors
North Carolina
$207K +$185K +1,019 New
HCA
3521
Hyperion Capital Advisors
New York
$205K +$183K +1,007 New
MA
3522
MANA Advisors
New York
$204K +$182K +1,002 New
JPLA
3523
Joseph P. Lucia & Associates
New York
$201K -$47K -259 -21%
NEGWA
3524
New England Guild Wealth Advisors
Connecticut
$201K +$180K +990 New
GC
3525
Gibson Capital
Pennsylvania
$200K +$180K +992 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.