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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
MMG
1101
Monetary Management Group
Missouri
$23M -$885K -4,875 -4%
TF
1102
Tompkins Financial
New York
$23M +$1.54M +8,491 +8%
CCFCSB
1103
Cape Cod Five Cents Savings Bank
Massachusetts
$23M -$1.84M -10,162 -8%
BAAM
1104
Baker Avenue Asset Management
California
$23M -$2M -10,999 -9%
BP
1105
BBR Partners
New York
$23M -$5.21M -28,689 -20%
DDC
1106
DF Dent & Co
Maryland
$23M +$451K +2,483 +2%
FG
1107
Fiduciary Group
Georgia
$23M -$421K -2,319 -2%
BCM
1108
BTC Capital Management
Iowa
$22.9M -$1.57M -8,656 -7%
RC
1109
Roundview Capital
New Jersey
$22.8M +$57.5K +317 +0.3%
CANC
1110
Culbertson A N & Co
Virginia
$22.8M -$88K -485 -0.4%
BSW
1111
Buckingham Strategic Wealth
Missouri
$22.8M -$4.55M -25,072 -18%
TCM
1112
Thames Capital Management
New Jersey
$22.8M
MAM
1113
Mark Asset Management
New York
$22.8M -$112K -619 -0.6%
CI
1114
Conning Inc
Connecticut
$22.8M -$838K -4,619 -4%
RIM
1115
Rampart Investment Management
Connecticut
$22.8M +$8.87M +48,856 +78%
DWT
1116
Dorsey & Whitney Trust
South Dakota
$22.7M -$26.9K -148 -0.1%
PAM
1117
Private Asset Management
California
$22.6M +$966K +5,321 +5%
TW
1118
Transform Wealth
Colorado
$22.6M -$49.2K -271 -0.2%
WI
1119
Wintrust Investments
Illinois
$22.6M -$2.73M -15,047 -12%
DSAM
1120
Dock Street Asset Management
Florida
$22.6M +$5.66M +31,154 +39%
PGIM
1121
Pacific Global Investment Management
California
$22.4M -$2.79M -15,361 -12%
DBG
1122
De Burlo Group
Massachusetts
$22.4M
EWM
1123
Empirical Wealth Management
Washington
$22.4M +$1.79M +9,846 +10%
CIA
1124
Choate Investment Advisors
Massachusetts
$22.4M -$204K -1,125 -1%
MCM
1125
Mengis Capital Management
Oregon
$22.3M -$99.5K -548 -0.5%

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.