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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
PIC
3626
Portland Investment Counsel
Ontario, Canada
-$808K -5,126 Closed
MHP
3627
Manatuck Hill Partners
Connecticut
-$789K -5,000 Closed
NCL
3628
Nishkama Capital LLC
Puerto Rico
-$789K -5,000 Closed
DFG
3629
DWM Financial Group
Illinois
-$780K -4,944 Closed
AIS
3630
Accurate Investment Solutions
Pennsylvania
-$749K -4,748 Closed
CCMT
3631
CMT Capital Markets Trading
Germany
-$817K -4,500 Closed
IR
3632
Invictus RG
Bermuda
-$637K -4,042 Closed
MWM
3633
Maltin Wealth Management
New Jersey
-$635K -4,026 Closed
AAMC
3634
Asset Allocation & Management Company
Illinois
-$612K -3,883 Closed
BBCM
3635
Boardman Bay Capital Management
New York
-$568K -3,600 Closed
MCG
3636
MACRO Consulting Group
New Jersey
-$588K -3,200 Closed
ER
3637
Enlightenment Research
Florida
-$495K -3,058 Closed
CCMIC
3638
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
-$480K -3,044 Closed
RIM
3639
Reliant Investment Management
Tennessee
-$405K -2,567 Closed
FGAM
3640
Financial Gravity Asset Management
Texas
-$80.6K -2,552 Closed
XM
3641
XTX Markets
New York
-$365K -2,317 Closed
NS
3642
NewDay Solutions
New Hampshire
-$399K -2,185 Closed
XS
3643
XR Securities
Illinois
-$373K -2,057 Closed
FM
3644
Fondren Management
Texas
-$315K -2,000 Closed
GG
3645
GenWealth Group
New Jersey
-$307K -1,952 Closed
PWM
3646
Provident Wealth Management
Tennessee
-$299K -1,895 Closed
RWA
3647
RGT Wealth Advisors
Texas
-$261K -1,652 Closed
BSAM
3648
Blue Sky Asset Management
Colorado
-$252K -1,598 Closed
CM
3649
Columbus Macro
Pennsylvania
-$240K -1,520 Closed
GTCM
3650
Gyon Technologies Capital Management
New Jersey
-$234K -1,483 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.