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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
ITFISA
1176
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$20.4M +$2.16M +11,890 +13%
KCM
1177
Kingstown Capital Management
New York
$20.4M -$22.7M -125,000 -56%
CBB
1178
Citizens Business Bank
California
$20.3M -$627K -3,453 -3%
UONDDL
1179
University of Notre Dame du Lac
Indiana
$20.3M +$2.35M +12,926 +15%
CIA
1180
CCM Investment Advisers
South Carolina
$20.2M -$775K -4,272 -4%
PTB
1181
Pioneer Trust Bank
Oregon
$20.2M +$602K +3,319 +3%
VWA
1182
Visionary Wealth Advisors
Illinois
$20.2M -$279K -1,536 -2%
GP
1183
Girard Partners
Pennsylvania
$20.1M -$1.02M -5,613 -5%
1IA
1184
1834 Investment Advisors
Wisconsin
$20.1M +$286K +1,573 +2%
AF
1185
Arrow Financial
New York
$20.1M -$1.07M -5,901 -6%
AF
1186
Allworth Financial
California
$20.1M -$13.2M -72,692 -42%
OA
1187
Oxbow Advisors
Texas
$20M -$871K -4,796 -5%
11A
1188
10-15 Associates
New York
$20M -$109K -598 -0.6%
KFP
1189
KMG Fiduciary Partners
Ohio
$19.9M +$487K +2,682 +3%
HB
1190
Homrich & Berg
Georgia
$19.9M +$1.24M +6,829 +7%
OCM
1191
Oakwood Capital Management
California
$19.9M +$748K +4,122 +4%
ACA
1192
Aptus Capital Advisors
Alabama
$19.8M +$6.29M +34,633 +55%
NWM
1193
Nicola Wealth Management
British Columbia, Canada
$19.8M -$1.82M -10,000 -9%
AAIM
1194
American Assets Investment Management
California
$19.8M -$4.9M -27,000 -22%
NSIM
1195
North Star Investment Management
Illinois
$19.7M -$964K -5,313 -5%
CCA
1196
Cobblestone Capital Advisors
New York
$19.7M +$4.57M +25,178 +35%
DJSG
1197
D.J. St. Germain
Massachusetts
$19.7M -$26.5K -146 -0.2%
WEC
1198
Winslow Evans & Crocker
Massachusetts
$19.7M +$544K +2,997 +3%
LSA
1199
L & S Advisors
California
$19.6M -$61.4K -338 -0.3%
SGK
1200
Steigerwald Gordon & Koch
Virginia
$19.6M -$38.8K -214 -0.2%

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.