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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
HIMC
601
Heritage Investors Management Corp
Maryland
$67.7M -$1.29M -7,096 -2%
ECM
602
Evergreen Capital Management
Washington
$67M +$360K +1,985 +0.6%
HAM
603
Hyperion Asset Management
Australia
$67M -$15.2M -83,525 -20%
GIA
604
Guyasuta Investment Advisors
Pennsylvania
$66.4M -$687K -3,784 -1%
LSERS
605
Louisiana State Employees Retirement System
Louisiana
$66.3M +$272K +1,500 +0.5%
CFG
606
Citizens Financial Group
Rhode Island
$66.3M -$24.9M -137,209 -30%
PL
607
Parthenon LLC
Kentucky
$66.3M -$2.26M -12,430 -4%
HPWM
608
Highland Private Wealth Management
Washington
$65.9M +$438K +2,413 +0.8%
AIP
609
Ameritas Investment Partners
Nebraska
$65.7M -$1.48M -8,160 -2%
GKIM
610
GW&K Investment Management
Massachusetts
$65.6M -$571K -3,148 -1%
B
611
Barings
North Carolina
$65.2M
RMA
612
Roffman Miller Associates
Pennsylvania
$64.9M +$1.38M +7,599 +2%
ISL
613
Ingalls & Snyder LLC
New York
$64.7M -$3.13M -17,222 -5%
EIA
614
Edgemoor Investment Advisors
Maryland
$64.6M -$1.54M -8,504 -3%
GAM
615
Gotham Asset Management
New York
$64.6M +$18.9M +103,895 +49%
MTC
616
McDaniel Terry & Co
Texas
$64.5M -$8.37M -46,097 -13%
MBI
617
Montrusco Bolton Investments
Quebec, Canada
$64.5M -$5.49M -30,248 -9%
CAN
618
Cetera Advisor Networks
California
$64.5M +$3.4M +18,704 +6%
CCM
619
Covington Capital Management
California
$64.4M -$1.08M -5,962 -2%
OCM
620
Osterweis Capital Management
California
$64.2M -$979K -5,392 -2%
RMDI
621
R.M. Davis Inc
Maine
$64.2M +$906K +4,990 +2%
BA
622
Bristlecone Advisors
Washington
$64M +$1.04M +5,724 +2%
WCM
623
Wedge Capital Management
North Carolina
$63.9M +$10M +55,172 +21%
AF
624
Alerus Financial
North Dakota
$63.8M -$161K -885 -0.3%
PGFC
625
Peapack-Gladstone Financial Corp
New Jersey
$63.7M -$196K -1,077 -0.3%

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.