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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
RWM
1426
RKL Wealth Management
Pennsylvania
$13.9M -$21.4K -118 -0.2%
IG
1427
ING Group
Netherlands
$13.8M -$249M -1,371,448 -95%
RIA
1428
Regal Investment Advisors
Michigan
$13.8M +$12.3M +67,823 New
SDJVC
1429
St. Denis J. Villere & Co
Louisiana
$13.8M -$276K -1,520 -2%
VCM
1430
Vision Capital Management
Oregon
$13.8M -$407K -2,244 -3%
RMSCM
1431
R.M. Sincerbeaux Capital Management
New York
$13.7M -$2.03M -11,200 -14%
HL
1432
HeadInvest LLC
Maine
$13.7M -$198K -1,089 -2%
CT
1433
Coastline Trust
Rhode Island
$13.7M -$876K -4,825 -7%
HH
1434
Hilltop Holdings
Texas
$13.7M +$5.34M +29,422 +78%
VWM
1435
Venturi Wealth Management
Texas
$13.6M -$51.9K -286 -0.4%
SBCM
1436
Schwerin Boyle Capital Management
Massachusetts
$13.6M -$255K -1,405 -2%
HRC
1437
Hoertkorn Richard Charles
$13.6M -$417K -2,295 -3%
FDCC
1438
Foster Dykema Cabot & Co
Massachusetts
$13.6M -$21.1K -116 -0.2%
SV
1439
Sturgeon Ventures
United Kingdom
$13.6M +$450K +2,481 +4%
PLFAM
1440
Pineno Levin & Ford Asset Management
Virginia
$13.6M -$314K -1,729 -3%
NFG
1441
Next Financial Group
Texas
$13.6M +$1.1M +6,059 +10%
MCM
1442
McMillion Capital Management
North Carolina
$13.5M -$3.22M -17,751 -21%
ECM
1443
Exchange Capital Management
Michigan
$13.5M -$446K -2,456 -4%
HIC
1444
Harbor Island Capital
Massachusetts
$13.5M
CCM
1445
Crossvault Capital Management
Texas
$13.4M -$84.4K -465 -0.7%
ANBT
1446
American National Bank & Trust
Texas
$13.4M -$214K -1,179 -2%
IWC
1447
Integrated Wealth Concepts
Massachusetts
$13.4M +$1.05M +5,764 +10%
VNA
1448
Valley National Advisers
Pennsylvania
$13.4M -$396K -2,179 -3%
TWMP
1449
Taylor Wealth Management Partners
Massachusetts
$13.4M -$1.55M -8,550 -12%
LWM
1450
Lyell Wealth Management
California
$13.3M +$90.6K +499 +0.8%

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.