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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
H
951
HoyleCohen
California
$30.2M -$735K -4,048 -3%
PFU
952
Parus Finance (UK)
United Kingdom
$30.2M +$3.94M +21,730 +17%
BDWM
953
Brewin Dolphin Wealth Management
Ireland
$30.1M +$4.8M +26,442 +22%
FTCM
954
Fir Tree Capital Management
New York
$30M -$44.5M -244,969 -62%
BCM
955
Bridgeway Capital Management
Texas
$30M +$1.23M +6,800 +5%
QIM
956
Quest Investment Management
Oregon
$30M -$944K -5,200 -3%
TRCT
957
Tower Research Capital (TRC)
New York
$30M +$26.4M +145,257 +6,910%
GIM
958
Goelzer Investment Management
Indiana
$30M -$903K -4,974 -3%
CCP
959
Clarkston Capital Partners
Michigan
$29.9M -$5.62M -30,959 -17%
DAM
960
Deltec Asset Management
New York
$29.9M -$3.15M -17,356 -11%
BONST
961
Bank of Nova Scotia Trust
Ontario, Canada
$29.9M -$444K -2,444 -2%
BFA
962
Bragg Financial Advisors
North Carolina
$29.9M -$79.9K -440 -0.3%
AR
963
Advisory Research
Illinois
$29.8M -$22.9M -126,324 -46%
PCM
964
Parsons Capital Management
Rhode Island
$29.8M -$858K -4,727 -3%
TFM
965
TPI Fund Managers
United Kingdom
$29.8M +$1.01M +5,576 +4%
LBC
966
Lowe Brockenbrough & Co
Virginia
$29.7M -$340K -1,875 -1%
HCM
967
Hilton Capital Management
New York
$29.7M -$534K -2,943 -2%
MAP
968
Managed Asset Portfolios
Michigan
$29.6M -$682K -3,756 -3%
HTHT
969
Hemenway Trust Hemenway Trust
New Hampshire
$29.6M +$163K +897 +0.6%
DK
970
Darrell & King
Virginia
$29.6M -$1.79M -9,835 -6%
AAS
971
Avantax Advisory Services
Texas
$29.6M +$1.25M +6,878 +5%
DY
972
Dowling & Yahnke
California
$29.5M +$337K +1,859 +1%
WDA
973
Wendell David Associates
New Hampshire
$29.5M +$215K +1,185 +0.8%
APA
974
American Portfolios Advisors
New York
$29.3M +$1.98M +10,930 +8%
SFA
975
Sequoia Financial Advisors
Ohio
$29.3M +$22.3K +123 +0.1%

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.