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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
BC
851
Brio Consultants
California
$37M -$4.24M -23,345 -11%
MGIA
852
Matthew Goff Investment Advisor
Texas
$36.8M -$333K -1,837 -1%
CAM
853
Cidel Asset Management
Ontario, Canada
$36.7M -$7.37M -40,587 -18%
JC
854
JBF Capital
Colorado
$36.6M
MWM
855
Merriman Wealth Management
Washington
$36.5M -$54.8M -302,089 -63%
BRWA
856
B. Riley Wealth Advisors
Florida
$36.4M +$78.4K +432 +0.2%
GCC
857
Guardian Capital (Canada)
Ontario, Canada
$36.3M -$2.06M -11,342 -6%
YIA
858
YHB Investment Advisors
Connecticut
$36.3M -$224K -1,233 -0.7%
JCM
859
JS Capital Management
New York
$36.2M -$24.9M -137,000 -43%
AAM
860
Aureus Asset Management
Massachusetts
$36.2M +$522K +2,878 +2%
MAA
861
Matrix Asset Advisors
New York
$36.1M -$1.16M -6,408 -3%
CISOA
862
Capital Investment Services of America
Wisconsin
$36.1M -$394K -2,170 -1%
CAM
863
Capco Asset Management
Florida
$36.1M +$171K +943 +0.5%
LNB
864
Ledyard National Bank
$36M -$809K -4,458 -2%
TSAM
865
Trinity Street Asset Management
United Kingdom
$36M +$32.1M +176,785 New
CCMD
866
Cypress Capital Management (Delaware)
Delaware
$35.6M -$329K -1,810 -1%
JWBC
867
J.W. Burns & Co
New York
$35.5M +$291K +1,604 +0.9%
BII
868
Bainco International Investors
Massachusetts
$35.4M +$446K +2,456 +1%
NOCM
869
Night Owl Capital Management
Connecticut
$35.4M +$218K +1,201 +0.7%
TCOV
870
Trust Company of Vermont
Vermont
$35.4M -$9.15M -50,415 -22%
CTA
871
Colonial Trust Advisors
South Carolina
$35.4M +$271K +1,495 +0.9%
RG
872
Renaissance Group
Kentucky
$35.3M -$2.88M -15,881 -8%
JCM
873
Janney Capital Management
Pennsylvania
$35.2M -$7.01M -38,616 -18%
ZDA
874
Zweig-DiMenna Associates
New York
$35.2M -$468K -2,580 -1%
TEC
875
Tiger Eye Capital
Tennessee
$35.2M +$5.56M +30,631 +22%

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.