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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
BP
1276
Ballentine Partners
Massachusetts
$17M +$87K +479 +0.6%
IC
1277
Intersect Capital
California
$17M +$526K +2,899 +4%
BCA
1278
Bernzott Capital Advisors
California
$17M -$4.89M -26,934 -24%
RIL
1279
Rothschild Investment LLC
Illinois
$17M -$7.05M -38,819 -32%
CVM
1280
Cheviot Value Management
California
$16.9M -$1.41M -7,771 -9%
MGM
1281
Miura Global Management
New York
$16.9M -$21.2M -117,000 -59%
RCM
1282
Rings Capital Management
Illinois
$16.9M
BFC
1283
Blue Fin Capital
Rhode Island
$16.9M +$1.21M +6,641 +9%
VST
1284
Van Strum & Towne
California
$16.9M -$3.85M -21,217 -20%
MWM
1285
Meridian Wealth Management
Kentucky
$16.8M +$1.89M +10,390 +14%
MCM
1286
Mitchell Capital Management
Kansas
$16.8M -$640K -3,525 -4%
MC
1287
Muhlenkamp & Co
Pennsylvania
$16.8M +$15M +82,497 New
CB
1288
Community Bank
New York
$16.8M +$800K +4,405 +6%
MAM
1289
Madison Asset Management
Wisconsin
$16.8M -$2.8M -15,401 -16%
PGAM
1290
Princeton Global Asset Management
New Jersey
$16.7M +$1.96M +10,774 +15%
LG
1291
Leuthold Group
Minnesota
$16.7M -$371K -2,044 -2%
SFM
1292
Sphera Funds Management
Israel
$16.7M -$2.18M -12,000 -13%
ETI
1293
Enterprise Trust & Investment
California
$16.7M -$68.1K -375 -0.5%
HCM
1294
Hutchinson Capital Management
California
$16.7M -$112K -618 -0.7%
SAM
1295
SP Asset Management
California
$16.6M +$203K +1,119 +1%
CIA
1296
Covington Investment Advisors
Pennsylvania
$16.6M +$226K +1,245 +2%
RA
1297
RiverPark Advisors
New York
$16.6M +$3.59M +19,784 +32%
Kayne Anderson Rudnick Investment Management
1298
Kayne Anderson Rudnick Investment Management
California
$16.6M +$7.44M +40,975 +101%
AI
1299
Atom Investors
Texas
$16.5M -$5.51M -30,334 -27%
WP
1300
Wedgewood Partners
Missouri
$16.5M -$482K -2,653 -3%

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.