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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
RCM
1401
Radnor Capital Management
Pennsylvania
$14.5M +$249K +1,370 +2%
BC
1402
Blackhill Capital
New Jersey
$14.4M -$182K -1,000 -1%
GG
1403
Greenwood Gearhart
Arkansas
$14.4M +$446K +2,457 +4%
WANY
1404
Wealthspire Advisors (New York)
New York
$14.4M -$21.5M -118,316 -63%
UC
1405
Unio Capital
New Jersey
$14.4M +$1.57M +8,630 +14%
BFM
1406
Boothbay Fund Management
New York
$14.4M +$1.24M +6,819 +11%
CAM
1407
Cubic Asset Management
Massachusetts
$14.3M -$639K -3,520 -5%
BFA
1408
Benedict Financial Advisors
Georgia
$14.3M -$441K -2,427 -3%
AC
1409
Alexandria Capital
Virginia
$14.3M -$1.05M -5,804 -8%
SHGA
1410
Sand Hill Global Advisors
California
$14.3M -$546K -3,009 -4%
IP
1411
Isomer Partners
New York
$14.2M
LWAC
1412
Laurel Wealth Advisors (California)
California
$14.2M +$202K +1,113 +2%
NEAM
1413
New England Asset Management
Connecticut
$14.1M -$672K -3,700 -5%
PWM
1414
Perigon Wealth Management
California
$14.1M +$161K +886 +1%
AWM
1415
Altium Wealth Management
New York
$14.1M +$534K +2,944 +4%
AA
1416
ALPS Advisors
Colorado
$14.1M +$432K +2,380 +4%
HH
1417
HWG Holdings
Texas
$14.1M +$12.6M +69,194 New
KA
1418
Kerrisdale Advisers
Florida
$14.1M +$8.89M +49,000 +243%
GKWIM
1419
Gerber Kawasaki Wealth & Investment Management
California
$14M +$648K +3,570 +5%
BST
1420
Bath Savings Trust
Maine
$14M +$575K +3,166 +5%
CAMG
1421
CWA Asset Management Group
Florida
$14M +$1.82M +10,020 +17%
MMA
1422
Miracle Mile Advisors
California
$13.9M -$2.49M -13,696 -17%
CFSG
1423
Community Financial Services Group
Vermont
$13.9M -$5.47M -30,160 -31%
NGA
1424
Naples Global Advisors
Florida
$13.9M -$154K -847 -1%
PCMK
1425
Paragon Capital Management (Kansas)
Kansas
$13.9M -$544K -2,997 -4%

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.