We are live on ! Find out more
MSFT icon

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
HAG
1126
HighPoint Advisor Group
Illinois
$22.3M +$310K +1,705 +2%
JA
1127
JLB & Associates
Michigan
$22.3M -$919K -5,063 -4%
FMLI
1128
Fukoku Mutual Life Insurance
Japan
$22.2M +$12.9M +70,900 +185%
BHWM
1129
Bar Harbor Wealth Management
New Hampshire
$22.2M +$9.26K +51 +0%
PJSIMP
1130
P.J. Schmidt Investment Management (PJS)
Wisconsin
$22.2M -$155K -855 -0.8%
NCM
1131
Nelson Capital Management
California
$22.1M +$46.7K +257 +0.2%
WC
1132
Whitney & Co
New York
$22.1M +$443K +2,440 +2%
I
1133
IberiaBank
Louisiana
$21.9M -$1.56M -8,573 -7%
PFM
1134
Premier Fund Managers
United Kingdom
$21.9M +$8.47M +46,654 +75%
DBT
1135
Dubuque Bank & Trust
Iowa
$21.9M -$1.06M -5,863 -5%
CC
1136
Chicago Capital
Illinois
$21.9M +$927K +5,109 +5%
1WA
1137
180 Wealth Advisors
Washington
$21.9M -$605K -3,334 -3%
PIM
1138
Penobscot Investment Management
Massachusetts
$21.8M -$142K -785 -0.7%
CIC
1139
Canal Insurance Company
South Carolina
$21.8M -$908K -5,000 -4%
HIC
1140
Hartline Investment Corp
Illinois
$21.7M -$378K -2,081 -2%
LWS
1141
Lucia Wealth Services
California
$21.5M +$1.74M +9,595 +10%
Wealth Enhancement Advisory Services
1142
Wealth Enhancement Advisory Services
Minnesota
$21.5M +$9.32M +51,331 +102%
SCP
1143
Steamboat Capital Partners
New York
$21.5M -$2.23M -12,277 -10%
HCM
1144
Horiko Capital Management
New York
$21.4M -$902K -4,970 -5%
AWM
1145
Absher Wealth Management
North Carolina
$21.4M -$2.61M -14,402 -12%
SAM
1146
Sycomore Asset Management
France
$21.4M +$993K +5,471 +5%
DHFB
1147
Dixon Hubard Feinour & Brown
Virginia
$21.3M +$629K +3,463 +3%
PFS
1148
Prospera Financial Services
Texas
$21.3M -$1.54M -8,471 -7%
LIM
1149
Lathrop Investment Management
Arkansas
$21.2M -$2.28M -12,576 -11%
KFS
1150
Kurt F. Somerville
$21.2M -$708K -3,903 -4%

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.