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
TJHA
3551
Thomas J. Herzfeld Advisors
Florida
$25K -$4.72K -26 -17%
MG
3552
MilWealth Group
Wisconsin
$20.4K -$32.1K -177 -64%
WAM
3553
Wolverine Asset Management
Illinois
$19K +$17.8K +98 New
NIMC
3554
NWQ Investment Management Company
California
$16.7K -$1.79M -9,844 -11%
GC
3555
Globeflex Capital
California
$16K -$1.09K -6 -7%
WAMC
3556
Western Asset Management Company
California
$16K +$11.4K +63 +420%
FI
3557
Financial Insights
Washington
$10.2K -$8.93M -49,206 -98%
TI
3558
tru Independence
Oregon
$9.35K -$3.32M -18,268 -28%
LGWM
3559
Litman Gregory Wealth Management
California
$9K
JG
3560
Jefferies Group
New York
$7.13K -$2.99M -16,488 -32%
NA
3561
Nottingham Advisors
New York
$1.33K -$5.26K -29 -0.5%
BSG
3562
Black Swift Group
Colorado
$1K
PIA
3563
Piedmont Investment Advisors
North Carolina
-$179M -1,137,309 Closed
CANY
3564
Caxton Associates (New York)
New York
-$82.8M -525,000 Closed
KSCM
3565
Key Square Capital Management
Connecticut
-$78.1M -495,097 Closed
SGDR
3566
SPX Gestao de Recursos
Brazil
-$67.3M -427,012 Closed
HCM
3567
Hitchwood Capital Management
New York
-$63.1M -400,000 Closed
TCIM
3568
TOMS Capital Investment Management
New York
-$63.1M -400,000 Closed
CTC (Chicago Trading Company)
3569
CTC (Chicago Trading Company)
Illinois
-$67.5M -372,066 Closed
OCAM
3570
Owl Creek Asset Management
New York
-$55.8M -354,004 Closed
SP
3571
Stockbridge Partners
Massachusetts
-$54M -342,256 Closed
IAM
3572
Impala Asset Management
Florida
-$52M -329,828 Closed
TCMNY
3573
Thrive Capital Management (New York)
New York
-$46.8M -296,885 Closed
Twin Tree Management
3574
Twin Tree Management
Texas
-$50.6M -278,828 Closed
Balyasny Asset Management
3575
Balyasny Asset Management
Illinois
-$39.7M -251,914 Closed

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.