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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
QAM
676
QCI Asset Management
New York
$54.7M +$508K +2,800 +1%
TCM
677
Tradewinds Capital Management
Washington
$54.7M -$188K -1,034 -0.4%
BAM
678
Berkshire Asset Management
Pennsylvania
$54.4M +$4.15M +22,845 +9%
AI
679
Atria Investments
North Carolina
$54.3M +$48.4M +266,605 New
CDH
680
Charles D. Hyman
$54M +$5.51M +30,346 +13%
MWM
681
Mission Wealth Management
California
$54M +$2.06M +11,332 +4%
ZIC
682
ZWJ Investment Counsel
Georgia
$53.6M -$4.58M -25,235 -9%
HCM
683
Horan Capital Management
Maryland
$53.5M -$514K -2,831 -1%
BGCP
684
Bristol Gate Capital Partners
Ontario, Canada
$53.5M +$47.7M +262,764 New
CAM
685
Crake Asset Management
United Kingdom
$53.4M +$21.1M +116,300 +80%
FNBT
686
FineMark National Bank & Trust
Florida
$53.3M -$1.96M -10,785 -4%
KAS
687
Kemnay Advisory Services
New York
$53.2M -$128K -704 -0.3%
TBA
688
Tower Bridge Advisors
Pennsylvania
$53.1M -$354K -1,951 -0.7%
OWP
689
Obermeyer Wealth Partners
Colorado
$53M -$307K -1,691 -0.6%
SEM
690
Suncoast Equity Management
Florida
$53M +$1.17M +6,472 +3%
IC
691
InterOcean Capital
Illinois
$52.5M -$7.74M -42,627 -14%
LS
692
Livforsakringsbolaget Skandia
Sweden
$52.4M +$345K +1,900 +0.7%
Voloridge Investment Management
693
Voloridge Investment Management
Florida
$52.4M +$44.6M +245,598 +2,106%
FMII
694
Farmers & Merchants Investments Inc
Nebraska
$52.3M -$231K -1,272 -0.5%
IAA
695
Independent Advisor Alliance
North Carolina
$52.3M +$1.75M +9,623 +4%
GGHC
696
Gilder Gagnon Howe & Co
New York
$52.2M -$2.43M -13,390 -5%
GAI
697
General American Investors
New York
$52M -$6.35M -35,000 -12%
SSB
698
Sandy Spring Bank
Maryland
$51.9M +$1.34M +7,366 +3%
UM
699
Ulysses Management
New York
$51.7M
NIM
700
Northeast Investment Management
Massachusetts
$51.6M +$670K +3,692 +1%

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.