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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
CPA
1326
Court Place Advisors
Maryland
$16.1M -$22.7K -125 -0.2%
FTC
1327
Farmers Trust Company
Ohio
$16M -$500K -2,752 -3%
SIP
1328
Stoneridge Investment Partners
Pennsylvania
$16M -$2.98M -16,416 -17%
GCA
1329
Greenwood Capital Associates
South Carolina
$15.9M -$71K -391 -0.5%
HKIM
1330
Hayek Kallen Investment Management
Alabama
$15.9M +$28K +154 +0.2%
AHC
1331
Anderson Hoagland & Co
Missouri
$15.9M -$163K -896 -1%
MIP
1332
Marietta Investment Partners
Wisconsin
$15.9M -$463K -2,553 -3%
BCM
1333
Brasada Capital Management
Texas
$15.8M -$278K -1,532 -2%
PCMC
1334
Paragon Capital Management (Colorado)
Colorado
$15.8M +$908 +5 +0%
SCA
1335
Stonebridge Capital Advisors
Minnesota
$15.8M -$1.57M -8,673 -10%
FBA
1336
Front Barnett Associates
Illinois
$15.8M -$7.99K -44 -0.1%
GPCM
1337
Greenbrier Partners Capital Management
Texas
$15.8M
RIG
1338
Renaissance Investment Group
Massachusetts
$15.8M -$2.74M -15,068 -16%
SCM
1339
Sandler Capital Management
New York
$15.8M -$17.8M -98,081 -56%
AOWM
1340
Alpha Omega Wealth Management
Virginia
$15.8M -$560K -3,087 -4%
GIA
1341
GHP Investment Advisors
Colorado
$15.8M -$134K -740 -0.9%
Cetera Investment Advisers
1342
Cetera Investment Advisers
Illinois
$15.8M +$1.4M +7,698 +11%
HWA
1343
Heritage Wealth Advisors
Virginia
$15.8M +$2.71M +14,941 +24%
AT
1344
Arden Trust
Delaware
$15.7M -$1.09M -6,019 -7%
PL
1345
Parkwood LLC
Ohio
$15.6M +$7.97M +43,914 +134%
PDN
1346
Pensionfund DSM Netherlands
Netherlands
$15.6M
BPA
1347
Beacon Pointe Advisors
California
$15.6M +$4.07M +22,419 +41%
FSA
1348
Fort Sheridan Advisors
Illinois
$15.5M +$63K +347 +0.5%
HFS
1349
Haverford Financial Services
Pennsylvania
$15.5M -$30.3K -167 -0.2%
MAFM
1350
Mid Atlantic Financial Management
Pennsylvania
$15.5M -$797K -4,393 -5%

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.