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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
AUB
1051
Atlantic Union Bankshares
Virginia
$25.6M -$132K -728 -0.6%
PIMJS
1052
PKO Investment Management Joint-Stock
Poland
$25.6M -$3.12M -17,209 -12%
PAI
1053
Pittenger & Anderson Inc
Nebraska
$25.4M +$239K +1,319 +1%
AIM
1054
Avity Investment Management
Connecticut
$25.4M -$1.38M -7,593 -6%
SC
1055
Sepio Capital
Utah
$25.3M +$391K +2,154 +2%
ST
1056
Spinnaker Trust
Maine
$25.2M -$82.4K -454 -0.4%
FFBTD
1057
First Financial Bank - Trust Division
Ohio
$25.2M -$623K -3,430 -3%
FNFDCM
1058
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$25.2M -$270K -1,485 -1%
GIP
1059
Greatmark Investment Partners
Georgia
$25.2M -$1.37M -7,535 -6%
GL
1060
Governors Lane
New York
$25M -$16M -87,960 -42%
WSTAM
1061
Wilbanks Smith & Thomas Asset Management
Virginia
$25M -$217K -1,195 -1%
FWM
1062
Frontier Wealth Management
Missouri
$24.9M -$3.51M -19,310 -14%
Capital Fund Management (CFM)
1063
Capital Fund Management (CFM)
France
$24.9M +$21.6M +118,869 +3,341%
YCMGA
1064
York Capital Management Global Advisors
New York
$24.9M -$23.2M -127,987 -51%
BCP
1065
Blue Chip Partners
Michigan
$24.7M -$1.23M -6,788 -5%
BCM
1066
Bowie Capital Management
Texas
$24.6M +$363K +2,000 +2%
YL
1067
YCG LLC
Texas
$24.6M +$1.79M +9,841 +9%
DAC
1068
Dividend Assets Capital
South Carolina
$24.6M -$1.85M -10,173 -8%
ACM
1069
Atika Capital Management
New York
$24.5M -$3.9M -21,500 -15%
AC
1070
Addenda Capital
Quebec, Canada
$24.5M -$2.01M -11,094 -8%
FAIM
1071
Financial Advocates Investment Management
Washington
$24.5M +$2.51M +13,853 +13%
HI
1072
Hoey Investments
Pennsylvania
$24.5M +$1.7M +9,362 +8%
HAIM
1073
Hunter Associates Investment Management
Pennsylvania
$24.4M -$67.5K -372 -0.3%
UR
1074
USCA RIA
Texas
$24.4M -$1.32M -7,288 -6%
RFA
1075
Reilly Financial Advisors
California
$24.3M +$479K +2,638 +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.