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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
CIPU
626
Caledonia Investments plc (UK)
United Kingdom
$63.6M
HFS
627
Hantz Financial Services
Michigan
$63.5M +$2.52M +13,892 +5%
WB
628
WesBanco Bank
West Virginia
$63.4M -$1.56M -8,582 -3%
FIM
629
Frontier Investment Management
Texas
$63.4M +$988K +5,444 +2%
MPWT
630
MassMutual Private Wealth & Trust
Connecticut
$63.1M +$2.18M +11,996 +4%
EWA
631
EP Wealth Advisors
California
$62.5M -$1.94M -10,679 -3%
GJIC
632
Gamble Jones Investment Counsel
California
$62.4M -$3.31M -18,215 -6%
PIM
633
Parker Investment Management
California
$61.9M +$1.54M +8,461 +3%
LCS
634
Levin Capital Strategies
New York
$61.7M -$12.3M -67,843 -18%
PWP
635
Private Wealth Partners
California
$61.2M -$1.67M -9,209 -3%
CMG
636
Cavalry Management Group
California
$60.9M -$6.69M -36,871 -11%
KA
637
Kintegral Advisory
New York
$60.9M
NEI
638
Northwest & Ethical Investments
Ontario, Canada
$60.4M +$3.26M +17,984 +6%
DMIC
639
Dixon Mitchell Investment Counsel
British Columbia, Canada
$60.4M -$26.3K -145 -0%
ORI
640
Oak Ridge Investments
Illinois
$60.2M -$608K -3,351 -1%
BG
641
Bollard Group
Massachusetts
$60M -$258K -1,419 -0.5%
ICP
642
Ironvine Capital Partners
Nebraska
$59.7M -$6.68M -36,802 -11%
DIA
643
Dana Investment Advisors
Wisconsin
$59.7M -$3.23M -17,794 -6%
MLL
644
Moody Lynn & Lieberson
Massachusetts
$59.3M -$853K -4,698 -2%
CTC
645
Central Trust Company
Missouri
$59.3M +$418K +2,302 +0.8%
MCM
646
Maryland Capital Management
Maryland
$59.1M -$410K -2,257 -0.8%
HCMNY
647
Howard Capital Management (New York)
New York
$58.9M -$386K -2,129 -0.7%
TCM
648
Twin Capital Management
Pennsylvania
$58.8M -$3.84M -21,131 -7%
WT
649
Washington Trust
Rhode Island
$58.7M -$1.47M -8,106 -3%
SL
650
Summitry LLC
California
$58.5M -$5.8M -31,973 -10%

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.