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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
VSI
901
Verde Servicos Internacionais
Brazil
$33.7M +$23.5M +129,307 +354%
GIM
902
Grassi Investment Management
California
$33.7M +$95.7K +527 +0.3%
GI
903
GAMCO Investors
Connecticut
$33.6M +$1.14M +6,253 +4%
HR
904
Howe & Rusling
New York
$33.5M -$4.04M -22,268 -12%
CIA
905
Capital Investment Advisors
Georgia
$33.5M +$794K +4,373 +3%
TC
906
Telemus Capital
Michigan
$33.4M -$597K -3,290 -2%
Simplex Trading
907
Simplex Trading
Illinois
$33.4M +$29.8M +164,298 +328,596%
Jones Financial Companies
908
Jones Financial Companies
Missouri
$33.4M -$2.58M -14,228 -8%
DWM
909
Destination Wealth Management
California
$33.3M +$1.07M +5,886 +4%
MA
910
Montag & Associates
Georgia
$33.1M -$681K -3,754 -2%
BOH
911
Bank of Hawaii
Hawaii
$33M -$7.16M -39,432 -20%
FFIC
912
First Fiduciary Investment Counsel
Ohio
$32.8M -$365K -2,010 -1%
ASN
913
Advisory Services Network
Georgia
$32.8M -$1.04M -5,745 -3%
AHC
914
Adell Harriman & Carpenter
Texas
$32.8M +$87.1K +480 +0.3%
VIMU
915
Veritas Investment Management (UK)
United Kingdom
$32.7M -$1.24M -6,820 -4%
IGM
916
Incline Global Management
New York
$32.7M +$3.97M +21,844 +16%
GH
917
Grosvenor Holdings
Illinois
$32.7M -$29.9M -164,790 -51%
ECM
918
Everence Capital Management
Indiana
$32.6M
FFWA
919
FRG Family Wealth Advisors
Washington
$32.5M +$197K +1,085 +0.7%
Cerity Partners
920
Cerity Partners
New York
$32.5M +$4.15M +22,856 +17%
PPCM
921
Pillar Pacific Capital Management
California
$32.3M -$145K -799 -0.5%
MA
922
Mutual Advisors
Nebraska
$32.2M +$3.46M +19,035 +14%
BCM
923
BTR Capital Management
California
$32.2M -$341K -1,878 -1%
Two Sigma Investments
924
Two Sigma Investments
New York
$32.1M +$20.7M +114,253 +263%
NIA
925
Northstar Investment Advisors
Colorado
$32M +$166K +913 +0.6%

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.