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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
FMC
1151
First Merchants Corp
Indiana
$21.2M -$117K -643 -0.6%
PTC
1152
Private Trust Company
Ohio
$21.2M -$402K -2,217 -2%
CAM
1153
Centre Asset Management
New York
$21.2M -$15.1M -83,100 -44%
AC
1154
Abbrea Capital
California
$21.1M +$312K +1,719 +2%
MBTD
1155
Mechanics Bank - Trust Department
California
$21.1M -$96.4K -531 -0.5%
EBSAM
1156
Eubel Brady & Suttman Asset Management
Ohio
$21.1M -$225K -1,238 -1%
CM
1157
Churchill Management
California
$21.1M +$1.49M +8,209 +9%
MSR
1158
Main Street Research
Connecticut
$21M +$1.31M +7,220 +8%
CIS
1159
Capital International Sarl
California
$20.9M -$235K -1,295 -1%
GHA
1160
GW Henssler & Associates
Georgia
$20.9M -$1.03M -5,655 -5%
EH
1161
Equitable Holdings
New York
$20.9M -$686K -3,777 -4%
TIA
1162
Tandem Investment Advisors
South Carolina
$20.8M +$744K +4,097 +4%
GAM
1163
Griffin Asset Management
New York
$20.7M -$987K -5,435 -5%
VC
1164
Vicus Capital
Pennsylvania
$20.7M -$233K -1,281 -1%
LDB
1165
Lee, Danner & Bass
Tennessee
$20.7M -$913K -5,032 -5%
GGI
1166
Godsey & Gibb Inc
Virginia
$20.7M -$5.79M -31,907 -24%
PAS
1167
Professional Advisory Services
Florida
$20.7M +$465K +2,562 +3%
FHB
1168
First Hawaiian Bank
Hawaii
$20.7M -$3.65M -20,109 -17%
WIC
1169
Willis Investment Counsel
Georgia
$20.5M -$24.4M -134,276 -57%
RWP
1170
RWA Wealth Partners
Massachusetts
$20.5M +$425K +2,342 +2%
DP
1171
DSAM Partners
United Kingdom
$20.5M -$25M -137,960 -58%
VHAM
1172
Van Hulzen Asset Management
California
$20.5M +$1.77M +9,772 +11%
CCT
1173
Chemung Canal Trust
New York
$20.5M -$2.9M -15,987 -14%
DWM
1174
Dakota Wealth Management
Florida
$20.5M +$969K +5,336 +6%
RI
1175
Redwood Investments
Massachusetts
$20.5M +$3.66M +20,163 +25%

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.