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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
ACI
701
Alpha Cubed Investments
California
$51.5M -$3.17M -17,470 -6%
DIA
702
Davidson Investment Advisors
Montana
$51.5M -$1.8M -9,894 -4%
Squarepoint
703
Squarepoint
New York
$51.3M +$22.7M +125,058 +98%
SWP
704
Stratos Wealth Partners
Ohio
$51M +$2.7M +14,848 +6%
AA
705
Ancora Advisors
Ohio
$51M +$574K +3,161 +1%
SIC
706
Schwartz Investment Counsel
Michigan
$50.8M +$35.3M +194,443 +352%
BVDMP
707
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$50.7M -$5.08M -28,000 -9%
AAIM
708
Asset Advisors Investment Management
Georgia
$50.7M -$1.22M -6,701 -3%
CCI
709
Columbus Circle Investors
$50.7M +$3.61M +19,900 +9%
SC
710
Sculptor Capital
New York
$50.5M -$143M -787,418 -76%
EPC
711
Emerson Point Capital
New York
$50.2M +$71.7K +395 +0.2%
EWA
712
Exencial Wealth Advisors
Oklahoma
$50M +$29M +159,584 +185%
CLG
713
Cooperman Leon G
$50M
CAM
714
Cresset Asset Management
Illinois
$49.8M +$5.23M +28,788 +16%
CNAM
715
Campbell Newman Asset Management
Wisconsin
$49.7M +$777K +4,283 +2%
WPC
716
Waters Parkerson & Co
Louisiana
$49.7M -$1.16M -6,384 -3%
RIG
717
Roosevelt Investment Group
New York
$49.6M -$8.94M -49,258 -17%
BCV
718
Banque Cantonale Vaudoise
Switzerland
$49.6M -$13.9M -76,425 -24%
PTC
719
Philadelphia Trust Company
Pennsylvania
$49.5M -$4.94M -27,195 -10%
LCAM
720
London & Capital Asset Management
United Kingdom
$49.4M -$5.67M -31,222 -11%
SC
721
SouthState Corp
Florida
$49.3M +$397K +2,185 +0.9%
LFAS
722
Level Four Advisory Services
Texas
$49.3M +$25.4M +139,868 +137%
PR
723
Payden & Rygel
California
$49.2M -$7.9M -43,500 -15%
WG
724
Welch Group
Alabama
$49.2M -$922K -5,079 -2%
LWCA
725
Locust Wood Capital Advisers
New York
$49.1M -$14.3M -78,685 -25%

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.