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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
WIM
3526
Westside Investment Management
California
$188K -$7.4M -40,779 -61%
NC
3527
NewSquare Capital
Pennsylvania
$173K -$179K -987 -54%
FA
3528
Financial Advantage
Maryland
$147K +$27.4K +151 +26%
CAM
3529
CenterStar Asset Management
Illinois
$144K
C
3530
Cerebellum
California
$134K +$284K +1,562 New
MDCM
3531
Morgan Dempsey Capital Management
Wisconsin
$127K -$30.9K -170 -21%
SWM
3532
Strategic Wealth Management
Washington
$125K +$111K +614 New
OAJ
3533
Ogorek Anthony Joseph
New York
$113K -$4.54K -25 -4%
CIR
3534
Clear Investment Research
Georgia
$107K -$8.35K -46 -8%
JWBC
3535
John W. Brooker & Co
California
$107K -$7.99K -44 -8%
MGI
3536
MayTech Global Investments
New York
$107K
IFA
3537
Interactive Financial Advisors
Illinois
$102K
AWM
3538
Avondale Wealth Management
Texas
$94K
SSWG
3539
Seven Springs Wealth Group
Tennessee
$83K -$535K -2,950 -88%
HF
3540
Halpern Financial
Virginia
$75.7K +$16.9K +93 +33%
YAL
3541
Your Advocates Ltd
Texas
$71K +$54.5K +300 +588%
AFS
3542
Aft Forsyth & Sober
Florida
$71K +$63.5K +350 New
LAS
3543
Lloyd Advisory Services
Georgia
$66K -$1.27K -7 -2%
CM
3544
Caption Management
Oklahoma
$61K -$908K -5,000 -94%
CWA
3545
Carolina Wealth Advisors
South Carolina
$58K
IWP
3546
IAG Wealth Partners
Wisconsin
$51K
SWM
3547
Selective Wealth Management
Virginia
$48K +$9.08K +50 +27%
VAIA
3548
Virtus Alternative Investment Advisers
Connecticut
$48K +$43K +237 New
AWA
3549
Artemis Wealth Advisors
New York
$45K
VEA
3550
Virtus ETF Advisers
New York
$40K +$24.7K +136 +231%

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.