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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
WAM
1001
Wealthspire Advisors (Maryland)
Maryland
$27.9M +$574K +3,164 +2%
CA
1002
Clearstead Advisors
Ohio
$27.7M +$1.6M +8,791 +7%
LW
1003
Linscomb Wealth
Texas
$27.6M +$1.98M +10,930 +9%
1SB
1004
1ST Source Bank
Indiana
$27.5M -$385K -2,120 -2%
AW
1005
ACG Wealth
Georgia
$27.5M -$343K -1,891 -1%
CHCM
1006
Columbus Hill Capital Management
New Jersey
$27.4M -$4.68M -25,776 -16%
CA
1007
Cetera Advisors
Colorado
$27.4M +$2.19M +12,071 +10%
FCMC
1008
Founders Capital Management (Connecticut)
Connecticut
$27.4M -$65.5K -361 -0.3%
VIP
1009
Vantage Investment Partners
Missouri
$27.2M +$17.4K +96 +0.1%
SRC
1010
Shufro Rose & Co
New York
$27.2M -$249K -1,369 -1%
SIM
1011
Sonora Investment Management
Arizona
$27.2M +$1.58M +8,684 +7%
JCM
1012
Junto Capital Management
New York
$27.2M -$26.7M -147,215 -52%
BIP
1013
Brandes Investment Partners
California
$27.1M -$8.56M -47,137 -26%
CA
1014
Claar Advisors
New York
$27.1M -$2.1M -11,596 -8%
BWFA
1015
Baltimore-Washington Financial Advisors
Maryland
$27M -$509K -2,805 -2%
NFC
1016
Northeast Financial Consultants
Connecticut
$27M +$2.5M +13,775 +12%
SGI
1017
Summit Global Investments
Utah
$27M +$10M +55,148 +71%
RWA
1018
Ropes Wealth Advisors
Massachusetts
$26.9M +$142K +784 +0.6%
DP
1019
Dundas Partners
United Kingdom
$26.9M
Select Equity Group
1020
Select Equity Group
New York
$26.8M +$12.3M +67,889 +106%
NAM
1021
NorthCoast Asset Management
Connecticut
$26.8M -$217K -1,198 -0.9%
BRWM
1022
B. Riley Wealth Management
Tennessee
$26.8M -$2.75M -15,129 -10%
UBV
1023
United Bank (Virginia)
Virginia
$26.8M +$1.1M +6,071 +5%
CA
1024
Callahan Advisors
Texas
$26.7M -$68.1K -375 -0.3%
GWM
1025
Geneos Wealth Management
Colorado
$26.7M +$308K +1,696 +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.