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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
GC
926
Grimes & Company
Massachusetts
$31.9M -$219K -1,208 -0.8%
HI
927
Horizon Investments
North Carolina
$31.9M +$15.6M +86,077 +122%
TTWM
928
TCV Trust & Wealth Management
Virginia
$31.8M -$1.76M -9,675 -6%
NCM
929
Novare Capital Management
North Carolina
$31.7M +$510K +2,810 +2%
KWM
930
Kingsview Wealth Management
Oregon
$31.6M +$1.21M +6,687 +5%
KGAMU
931
KPS Global Asset Management (UK)
United Kingdom
$31.5M
CAM
932
Carret Asset Management
New York
$31.4M -$153K -843 -0.5%
SBSB
933
Sullivan, Bruyette, Speros & Blaney
Virginia
$31.4M -$24.7K -136 -0.1%
CCP
934
Clough Capital Partners
Massachusetts
$31.4M -$22.4M -123,600 -44%
CPH
935
C Partners Holding
Switzerland
$31.4M -$8.16M -44,972 -23%
NSAM
936
North Star Asset Management
Wisconsin
$31.3M +$482K +2,655 +2%
VCAM
937
Van Cleef Asset Management
Ohio
$31.3M -$365K -2,010 -1%
LSV Asset Management
938
LSV Asset Management
Illinois
$31.2M -$1.31M -7,200 -4%
NSEDCP
939
NJ State Employees Deferred Compensation Plan
New Jersey
$31.1M
SCA
940
Stillwater Capital Advisors
Pennsylvania
$31M -$227K -1,248 -0.8%
NHC
941
Nicholas Hoffman & Company
Georgia
$31M +$437K +2,405 +2%
BFIM
942
Beese Fulmer Investment Management
Ohio
$30.9M -$397K -2,188 -1%
TNA
943
True North Advisors
Texas
$30.9M +$3.88M +21,391 +16%
BFO
944
Boston Family Office
Massachusetts
$30.9M -$42.5K -234 -0.2%
DIM
945
DC Investments Management
Virginia
$30.8M +$27.5M +151,331 New
NCM
946
Narwhal Capital Management
Georgia
$30.8M -$160K -884 -0.6%
HAM
947
Honeycomb Asset Management
New York
$30.5M -$9.08M -50,000 -25%
TCA
948
Taconic Capital Advisors
New York
$30.5M +$5.45M +30,000 +25%
PWAG
949
Polaris Wealth Advisory Group
California
$30.4M -$6.41M -35,321 -19%
Holocene Advisors
950
Holocene Advisors
New York
$30.3M -$206M -1,137,511 -88%

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.