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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
CG
976
Caprock Group
Idaho
$29.3M +$2.18M +11,983 +9%
TCM
977
Tufton Capital Management
Maryland
$29.2M -$251K -1,381 -1%
RAM
978
RWC Asset Management
United Kingdom
$29.2M +$26M +143,494 New
LNC
979
Lincoln National Corp
Pennsylvania
$29.1M +$2M +11,013 +8%
CC
980
Cadinha & Co
Hawaii
$29.1M -$271K -1,495 -1%
KPCM
981
Kings Point Capital Management
New York
$28.9M +$86.6K +477 +0.3%
CAM
982
Columbia Asset Management
Michigan
$28.8M -$112K -619 -0.4%
WTB
983
Washington Trust Bank
Washington
$28.7M -$2.57M -14,160 -9%
WSCM
984
Wellington Shields Capital Management
New York
$28.7M -$115K -634 -0.4%
CNC
985
Canandaigua National Corp
New York
$28.7M +$25.6M +141,125 New
LOAME
986
Lombard Odier Asset Management (Europe)
United Kingdom
$28.7M -$15.4M -84,724 -38%
MYLI
987
Meiji Yasuda Life Insurance
Japan
$28.7M +$179K +984 +0.7%
VCM
988
Vigilant Capital Management
Maine
$28.6M +$424K +2,335 +2%
HT
989
Heritage Trust
Oklahoma
$28.6M +$1.23M +6,796 +5%
OMC
990
Overbrook Management Corp
New York
$28.5M +$7.46M +41,087 +42%
AJ
991
Ashburton (Jersey)
Jersey
$28.4M -$8.9M -49,055 -26%
BFA
992
Beaumont Financial Advisors
Massachusetts
$28.4M -$164K -902 -0.6%
RMC
993
Resources Management Corp
Connecticut
$28.4M -$62.3K -343 -0.2%
SWM
994
SVA Wealth Management
Wisconsin
$28.2M +$24.3K +134 +0.1%
MFAM
995
Motley Fool Asset Management
Virginia
$28.2M +$2.48M +13,653 +11%
UH
996
Unigestion Holding
Switzerland
$28.2M +$21.8M +120,190 +650%
LA
997
Lynch & Associates
Indiana
$28.2M -$435K -2,398 -2%
WS
998
Wedbush Securities
California
$28.2M +$297K +1,637 +1%
BAS
999
Brown Advisory Securities
Maryland
$28.2M -$156K -861 -0.6%
TM
1000
Tiger Management
New York
$28M -$5.96M -32,840 -19%

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.