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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
SCM
1376
SCS Capital Management
Massachusetts
$14.9M
HIM
1377
Harbour Investment Management
Washington
$14.9M -$414K -2,281 -3%
WPW
1378
Waldron Private Wealth
Pennsylvania
$14.8M +$104K +572 +0.8%
CQS
1379
Credential Qtrade Securities
$14.8M +$358K +1,974 +3%
TNB
1380
TCF National Bank
South Dakota
$14.8M +$1.71M +9,414 +9%
PCTC
1381
Perkins Coie Trust Company
Washington
$14.8M +$1.56M +8,595 +13%
ACM
1382
Adalta Capital Management
New York
$14.8M -$340K -1,875 -3%
AAM
1383
Augustine Asset Management
Florida
$14.8M +$807K +4,444 +7%
RSS
1384
Rosenblum Silverman Sutton
California
$14.7M -$145K -797 -1%
HCM
1385
Harvey Capital Management
Florida
$14.7M +$1.89M +10,430 +17%
GJCM
1386
Grand Jean Capital Management
California
$14.7M -$4.3M -23,680 -25%
AA
1387
Auxano Advisors
Washington
$14.7M +$144K +792 +1%
CAW
1388
Cornerstone Advisors (Washington)
Washington
$14.7M -$292K -1,606 -2%
VWA
1389
V Wealth Advisors
Kansas
$14.7M +$1.12M +6,166 +9%
SAM
1390
Strategy Asset Managers
California
$14.6M -$143K -787 -1%
BHB
1391
Bank Hapoalim BM
Israel
$14.6M +$1.1M +6,048 +9%
FC
1392
Fulcrum Capital
Washington
$14.6M -$370K -2,041 -3%
MCA
1393
Mercer Capital Advisers
New Jersey
$14.6M +$361K +1,987 +3%
DT
1394
Diversified Trust
Tennessee
$14.6M -$321K -1,767 -2%
CAM
1395
Covenant Asset Management
New Jersey
$14.6M -$44.5K -245 -0.3%
IA
1396
IFP Advisors
Florida
$14.6M +$788K +4,339 +6%
MRCM
1397
M&R Capital Management
New Jersey
$14.6M -$968K -5,332 -7%
AIL
1398
AGF Investments LLC
Ontario, Canada
$14.5M -$1.19M -6,556 -8%
NIM
1399
Nicollet Investment Management
Minnesota
$14.5M +$185K +1,020 +1%
OSAM
1400
O'Shaughnessy Asset Management
Connecticut
$14.5M +$8.88M +48,907 +220%

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.