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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
FPCM
1251
Financial Partners Capital Management
New York
$17.8M -$388K -2,139 -2%
SCM
1252
Schnieders Capital Management
California
$17.8M +$215K +1,183 +1%
PIP
1253
Peachtree Investment Partners
Florida
$17.8M +$1.33M +7,320 +9%
CC
1254
Courier Capital
New York
$17.8M -$286K -1,576 -2%
KWMG
1255
King Wealth Management Group
Florida
$17.7M +$179K +988 +1%
S
1256
Seeyond
France
$17.7M +$8.33M +45,915 +112%
M
1257
MOTCO
Texas
$17.6M -$1.35M -7,458 -8%
SC
1258
Savant Capital
Illinois
$17.5M +$312K +1,719 +2%
HIA
1259
Harbor Investment Advisory
Maryland
$17.5M +$1.33M +7,332 +9%
CCA
1260
Checchi Capital Advisers
California
$17.5M +$1.04M +5,755 +7%
FFM
1261
Fullerton Fund Management
Singapore
$17.4M -$2.09M -11,487 -12%
TFA
1262
Toth Financial Advisory
Virginia
$17.4M -$577K -3,180 -4%
WSC
1263
Wellington Shields & Co
New York
$17.4M +$266K +1,465 +2%
BWM
1264
Buckley Wealth Management
Nevada
$17.4M -$456K -2,513 -3%
WCMN
1265
Westchester Capital Management (Nebraska)
Nebraska
$17.4M -$625K -3,442 -4%
BCM
1266
Buckhead Capital Management
Georgia
$17.3M +$852K +4,691 +6%
GC
1267
Garde Capital
Washington
$17.2M +$721K +3,972 +5%
ACC
1268
Accident Compensation Corp
New Zealand
$17.2M +$1.54M +8,478 +11%
CAM
1269
Claret Asset Management
Quebec, Canada
$17.2M -$1.71M -9,442 -10%
ST
1270
Smithfield Trust
Pennsylvania
$17.1M +$766K +4,219 +5%
RSVP
1271
Ramsay Stattman Vela & Price
Colorado
$17.1M -$304K -1,674 -2%
PAS
1272
Park Avenue Securities
New York
$17M +$15.2M +83,714 New
MKC
1273
M. Kraus & Co
Vermont
$17M -$274K -1,510 -2%
SNT
1274
Security National Trust
West Virginia
$17M +$64.6K +356 +0.4%
SCM
1275
Stonebridge Capital Management
California
$17M -$880K -4,850 -6%

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.