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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
PIM
1351
Progressive Investment Management
Oregon
$15.5M -$39.8K -219 -0.3%
NMIFOAC
1352
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$15.4M
CFM
1353
Coronation Fund Managers
South Africa
$15.4M +$4.09M +22,521 +42%
DLCIG
1354
D.L. Carlson Investment Group
New Hampshire
$15.4M -$175K -963 -1%
EIM
1355
Essex Investment Management
Massachusetts
$15.4M -$1.1M -6,079 -7%
TAS
1356
TIFF Advisory Services
Pennsylvania
$15.4M +$13.7M +75,616 New
NC
1357
Naman Capital
Brazil
$15.4M
PAG
1358
Private Advisory Group
Washington
$15.4M +$761K +4,191 +6%
SIG
1359
Sky Investment Group
Connecticut
$15.3M -$63.7K -351 -0.5%
BP
1360
Broadleaf Partners
Ohio
$15.2M +$1.09M +5,986 +9%
PMG
1361
ProVise Management Group
Florida
$15.1M -$215K -1,185 -1%
SSA
1362
South Street Advisors
New York
$15.1M +$616K +3,392 +5%
RCYC
1363
Richard C. Young & Co
Rhode Island
$15.1M -$179K -984 -1%
FMWA
1364
Forvis Mazars Wealth Advisors
Missouri
$15.1M -$107K -587 -0.8%
IWA
1365
IBEX Wealth Advisors
New Jersey
$15.1M -$569K -3,135 -4%
SACTSONJ
1366
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$15.1M
PCM
1367
Princeton Capital Management
New Jersey
$15M +$327K +1,803 +2%
FC
1368
Ferris Capital
Massachusetts
$15M +$697K +3,841 +5%
VAS
1369
Vestmark Advisory Solutions
Massachusetts
$15M +$159K +878 +1%
GCAC
1370
Guardian Capital Advisors (Canada)
Ontario, Canada
$15M -$1.13M -6,210 -6%
TC
1371
Tarsadia Capital
New York
$15M -$22.7M -125,000 -63%
AMCA
1372
Arthur M. Cohen & Associates
Illinois
$15M +$156K +859 +1%
Daiwa Securities Group
1373
Daiwa Securities Group
Japan
$15M
BCMO
1374
Buckingham Capital Management (Ohio)
Ohio
$14.9M -$898K -4,949 -6%
CCM
1375
Campbell Capital Management
Florida
$14.9M -$4.36K -24 -0%

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.