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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
ACS
1451
Archford Capital Strategies
Illinois
$13.3M +$197K +1,086 +2%
ACM
1452
Allred Capital Management
Texas
$13.2M +$156K +858 +1%
TAM
1453
Telemark Asset Management
Massachusetts
$13.2M
JWM
1454
JGP Wealth Management
Oregon
$13.2M +$96.8K +533 +0.9%
ANTB
1455
AMG National Trust Bank
Colorado
$13.2M +$8.85M +48,761 +307%
WTFG
1456
Wells Trecaso Financial Group
Ohio
$13.1M -$78.1K -430 -0.7%
LG
1457
LaFleur & Godfrey
Michigan
$13.1M -$51.7K -285 -0.4%
RP
1458
Rice Partnership
Hawaii
$13.1M +$667K +3,675 +6%
CCM
1459
Consolidated Capital Management
California
$13.1M +$779K +4,293 +7%
SP
1460
Symmetry Partners
Connecticut
$13.1M -$3.19M -17,569 -21%
CCMINC
1461
Cardinal Capital Management Inc (North Carolina)
North Carolina
$13.1M -$451K -2,487 -4%
KA
1462
Kovack Advisors
Florida
$13.1M -$582K -3,206 -5%
AWM
1463
Altavista Wealth Management
North Carolina
$13.1M -$293K -1,614 -2%
CRCP
1464
Copper Rock Capital Partners
Massachusetts
$13.1M +$11.7M +64,268 New
OPTFSNA
1465
Old Point Trust & Financial Services N A
Virginia
$13M -$75.2K -414 -0.6%
FVCM
1466
F&V Capital Management
Florida
$13M +$190K +1,045 +2%
GRP
1467
Global Retirement Partners
California
$13M +$196K +1,080 +2%
BAM
1468
Belpointe Asset Management
Nevada
$13M +$397K +2,186 +4%
MCM
1469
Monarch Capital Management
Indiana
$13M +$85.5K +471 +0.7%
Qube Research & Technologies (QRT)
1470
Qube Research & Technologies (QRT)
United Kingdom
$13M +$1.94M +10,683 +20%
TW
1471
TrinityPoint Wealth
Connecticut
$13M +$37.4K +206 +0.3%
HW
1472
Hedeker Wealth
Illinois
$13M +$324K +1,785 +3%
SFG
1473
SevenBridge Financial Group
Pennsylvania
$12.9M -$280K -1,542 -2%
LWANC
1474
Laurel Wealth Advisors (North Carolina)
North Carolina
$12.9M -$207K -1,142 -2%
PBC
1475
Pavion Blue Capital
California
$12.8M +$133K +733 +1%

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.