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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
AAP
1026
Ardsley Advisory Partners
Connecticut
$26.7M +$19.9M +109,550 +510%
HVIA
1027
Hudson Valley Investment Advisors
New York
$26.7M -$85.5K -471 -0.4%
CIS
1028
Connors Investor Services
Pennsylvania
$26.6M -$1.05M -5,758 -4%
VWM
1029
Valley Wealth Managers
New Jersey
$26.6M -$1.16M -6,392 -5%
SB
1030
Simmons Bank
Arkansas
$26.6M -$1.3M -7,171 -5%
VFA
1031
Valeo Financial Advisors
Indiana
$26.5M +$949K +5,228 +4%
GCM
1032
Gabalex Capital Management
New York
$26.5M
NM
1033
NWI Management
New York
$26.5M
TCOT
1034
Trust Company of Toledo
Ohio
$26.4M +$52.1K +287 +0.2%
MAM
1035
Majedie Asset Management
United Kingdom
$26.4M -$1.75M -9,629 -7%
SCI
1036
S&CO Inc
Massachusetts
$26.3M -$120K -659 -0.5%
UBPAM
1037
Union Bancaire Privee Asset Management
New York
$26.3M +$4.39M +24,191 +23%
RI
1038
RWWM Inc
California
$26.2M -$2.79M -15,394 -11%
WP
1039
WMS Partners
Maryland
$26.2M +$873K +4,811 +4%
MIAN
1040
Mariner Independent Advisor Network
Kansas
$26M -$8.39M -46,241 -27%
EWM
1041
Edge Wealth Management
New York
$26M -$731K -4,027 -3%
DP
1042
DDD Partners
Washington
$26M -$659K -3,628 -3%
CK
1043
Cohen Klingenstein
New York
$26M +$9.08K +50 +0%
BPM
1044
Bowling Portfolio Management
Ohio
$25.8M -$302K -1,665 -1%
FHA
1045
First Horizon Advisors
Tennessee
$25.7M +$522K +2,878 +2%
TP
1046
TenCore Partners
New York
$25.7M
FAT
1047
First American Trust
California
$25.7M +$621K +3,421 +3%
IIC
1048
Ironwood Investment Counsel
Arizona
$25.7M +$129K +708 +0.6%
FB
1049
Fulton Bank
Pennsylvania
$25.6M +$2.48M +13,668 +12%
AAM
1050
Auxier Asset Management
Oregon
$25.6M -$441K -2,430 -2%

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.