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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
IEFM
1076
IQ EQ Fund Management
Ireland
$24.3M -$755K -4,158 -3%
NB
1077
NBT Bank
New York
$24.2M -$1.5M -8,273 -6%
AP
1078
Archon Partners
New Jersey
$24.2M
JWM
1079
Jackson Wealth Management
Florida
$24.1M +$1.05M +5,763 +5%
BLAM
1080
Bourne Lent Asset Management
New York
$24M -$103K -566 -0.5%
WAM
1081
Weatherly Asset Management
California
$24M +$466K +2,567 +2%
JC
1082
Jacobs & Co
California
$23.9M -$736K -4,053 -3%
FMBTD
1083
First Midwest Bank Trust Division
Illinois
$23.8M -$1.87M -10,301 -8%
WAM
1084
Wallington Asset Management
Indiana
$23.8M -$91.7K -505 -0.4%
OPFM
1085
Optimus Prime Fund Management
Cayman Islands
$23.8M -$18.2M -100,000 -46%
FA
1086
Fagan Associates
New York
$23.7M +$777K +4,279 +4%
SCM
1087
Sirios Capital Management
Massachusetts
$23.7M -$11.4M -62,862 -35%
KIP
1088
Kayak Investment Partners
California
$23.6M -$8.19M -45,100 -28%
MWM
1089
Madison Wealth Management
Ohio
$23.6M -$720K -3,969 -3%
CCT
1090
Country Club Trust
Missouri
$23.5M -$1.11M -6,090 -5%
MRG
1091
Milestone Resources Group
British Virgin Islands
$23.5M -$128M -703,764 -86%
AF
1092
Advisornet Financial
Minnesota
$23.5M -$1.06M -5,827 -5%
PCM
1093
Palisade Capital Management
New Jersey
$23.3M +$3.53M +19,424 +20%
WIA
1094
Wealthstreet Investment Advisors
Texas
$23.2M -$282K -1,556 -1%
BIC
1095
Beach Investment Counsel
Pennsylvania
$23.2M -$1.47M -8,114 -7%
AP
1096
Appleton Partners
Massachusetts
$23.1M +$108K +593 +0.5%
KJWM
1097
Kiley Juergens Wealth Management
Washington
$23.1M +$141K +774 +0.7%
O
1098
Ossiam
France
$23.1M -$3.91M -21,556 -16%
KHLMVGHM
1099
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$23.1M +$17.8M +98,162 +646%
NAM
1100
North American Management
Massachusetts
$23.1M -$415K -2,285 -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.