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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
P
1201
Pitcairn
Pennsylvania
$19.6M +$451K +2,486 +3%
FIB
1202
First Interstate Bank
Montana
$19.6M -$91.1K -502 -0.5%
ME
1203
McIlrath & Eck
Washington
$19.6M +$5.08K +28 +0%
BC
1204
Burleson & Co
California
$19.5M +$712K +3,922 +4%
OPCM
1205
Osborne Partners Capital Management
California
$19.5M -$894K -4,926 -5%
PHS
1206
PFM Health Sciences
California
$19.4M
MCM
1207
Murphy Capital Management
New Jersey
$19.3M +$65K +358 +0.4%
SWM
1208
SeaCrest Wealth Management
New York
$19.3M -$144K -794 -0.8%
GIA
1209
Granite Investment Advisors
New Hampshire
$19.3M +$222K +1,223 +1%
UAS
1210
United Asset Strategies
New York
$19.3M -$786K -4,328 -4%
GSBTD
1211
Glenview State Bank Trust Department
Illinois
$19.3M -$406K -2,237 -2%
SCA
1212
Snowden Capital Advisors
New York
$19.3M +$2.92M +16,075 +20%
FM
1213
Foster & Motley
Ohio
$19.3M -$2.87M -15,794 -14%
TPM
1214
Totem Point Management
New York
$19.2M -$3.53M -19,470 -17%
GAB
1215
German American Bancorp
Indiana
$19M -$2.42M -13,331 -12%
TIAM
1216
TT International Asset Management
United Kingdom
$19M
ECG
1217
Edge Capital Group
Georgia
$18.9M -$770K -4,244 -4%
MCM
1218
McRae Capital Management
New Jersey
$18.8M -$306K -1,686 -2%
WIS
1219
Wright Investors Service
Connecticut
$18.8M -$2.45M -13,507 -13%
VV
1220
Verity & Verity
South Carolina
$18.7M -$726K -3,998 -4%
PPSG
1221
Princeton Portfolio Strategies Group
New Jersey
$18.7M +$101K +558 +0.6%
FBC
1222
Fairfield, Bush & Co
Connecticut
$18.7M -$431K -2,372 -3%
RPC
1223
Rossmore Private Capital
Connecticut
$18.7M +$1.89M +10,397 +13%
JAFL
1224
Jay A. Fishman Ltd
Michigan
$18.6M +$2.6M +14,340 +19%
EVM
1225
Evelyn V. Moreno
$18.6M -$215K -1,185 -1%

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.