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Microsoft

3,591 hedge funds and large institutions have $1.12T invested in Microsoft in 2020 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 1,355 increasing their positions, 1,857 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 75

2% more capital invested

Capital invested by funds: $1.1T → $1.12T (+$21.4B)

1% more funds holding

Funds holding: 3,5593,591 (+32)

0.79% less ownership

Funds ownership: 71.19%70.4% (-0.79%)

4% less call options, than puts

Call options by funds: $20.5B | Put options by funds: $21.3B

3% less funds holding in top 10

Funds holding in top 10: 2,0922,023 (-69)

27% less repeat investments, than reductions

Existing positions increased: 1,355 | Existing positions reduced: 1,857

Holders
3,591
Holders Change
+32
Holders Change %
+0.9%
% of All Funds
72.44%
Holding in Top 10
2,023
Holding in Top 10 Change
-69
Holding in Top 10 Change %
-3.3%
% of All Funds
40.81%
New
145
Increased
1,355
Reduced
1,857
Closed
75
Calls
$20.5B
Puts
$21.3B
Net Calls
-$818M
Net Calls Change
+$177M
Name Holding Trade Value Shares
Change
Change in
Stake
NC
3551
NewSquare Capital
Pennsylvania
$179K
FA
3552
Financial Advantage
Maryland
$152K
FFC
3553
Fure Financial Corporation
Minnesota
$145K +$145K +690 New
BC
3554
BIT Capital
Germany
$134K -$1.94M -9,215 -94%
PWM
3555
Provident Wealth Management
Tennessee
$133K +$132K +630 New
GCGDR
3556
Geo Capital Gestora de Recursos
Brazil
$131K +$131K +625 New
WAM
3557
Wolverine Asset Management
Illinois
$128K +$108K +513 +523%
CIR
3558
Clear Investment Research
Georgia
$112K +$420 +2 +0.4%
MGI
3559
MayTech Global Investments
New York
$110K
WIM
3560
Westside Investment Management
California
$110K -$658K -3,134 -12%
OAJ
3561
Ogorek Anthony Joseph
New York
$106K -$10.5K -50 -9%
SXL
3562
Summit X LLC
Missouri
$101K -$279K -1,329 -4%
JWBC
3563
John W. Brooker & Co
California
$98K -$12.4K -59 -11%
AWM
3564
Avondale Wealth Management
Texas
$98K
HF
3565
Halpern Financial
Virginia
$78.2K
LAS
3566
Lloyd Advisory Services
Georgia
$75K +$6.93K +33 +10%
CWA
3567
Carolina Wealth Advisors
South Carolina
$72K +$12K +57 +20%
C
3568
Cerebellum
California
$66K -$262K -1,247 -80%
SWM
3569
Strategic Wealth Management
Washington
$66K -$63K -300 -49%
SSWG
3570
Seven Springs Wealth Group
Tennessee
$64K -$22.1K -105 -26%
MWC
3571
MKD Wealth Coaches
Michigan
$63K -$214K -1,021 -77%
CRCP
3572
Copper Rock Capital Partners
Massachusetts
$61K -$13.4M -63,979 -100%
MDCM
3573
Morgan Dempsey Capital Management
Wisconsin
$61K -$70.8K -337 -54%
HMS
3574
Hanseatic Management Services
New Mexico
$52K -$7.81M -37,207 -99%
IWP
3575
IAG Wealth Partners
Wisconsin
$46K -$6.93K -33 -13%

MSFT Hedge Fund Activity: Q3 2020 in Review

3,591 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q3 2020, worth a combined $1.12T — up 2% from $1.1T a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new MSFT positions and 75 closed out — a net gain of 70 holders — while 1,355 added to existing stakes and 1,857 trimmed.

The largest buyer was UBS AM, adding an estimated $2.79B. The largest seller was Capital World Investors, cutting an estimated $2.32B.

  • 3,591 institutional investors held Microsoft (MSFT) as of Q3 2020, up from 3,559 in Q2 2020.
  • Funds reported $1.12T of Microsoft stock for Q3 2020, up 2% quarter-over-quarter.
  • 145 funds opened new Microsoft positions in Q3 2020 and 75 closed out, a net change of +70 holders.
  • The largest Microsoft buyer in Q3 2020 was UBS AM, an estimated $2.79B added.
  • The largest Microsoft seller in Q3 2020 was Capital World Investors, an estimated $2.32B sold.

Based on aggregated 13F filings for Q3 2020.