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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
ZIG
1476
Zuckerman Investment Group
Illinois
$12.8M -$382K -2,103 -3%
EFMH
1477
E Fund Management (HK)
Hong Kong
$12.8M -$641K -3,531 -5%
DI
1478
Diligent Investors
California
$12.8M -$53.4K -294 -0.5%
AWA
1479
ARS Wealth Advisors
Florida
$12.8M +$14.7K +81 +0.1%
ANRIA
1480
American National Registered Investment Advisor
Texas
$12.8M
MAM
1481
Morse Asset Management
Connecticut
$12.8M -$172K -950 -1%
WA
1482
Winfield Associates
Ohio
$12.8M +$161K +885 +1%
YWP
1483
YorkBridge Wealth Partners
New York
$12.7M +$1.16M +6,398 +11%
ACM
1484
Argyle Capital Management
Pennsylvania
$12.7M -$99.8K -550 -0.9%
AIM
1485
Arcadia Investment Management
Michigan
$12.7M +$793K +4,366 +8%
BL
1486
BFSG LLC
California
$12.7M -$204K -1,126 -2%
SIC
1487
Sigma Investment Counselors
Michigan
$12.7M +$260K +1,430 +2%
SAM
1488
Sandell Asset Management
New York
$12.7M +$926K +5,100 +9%
MOS
1489
MGO One Seven
Ohio
$12.7M +$630K +3,471 +6%
CHC
1490
City Holding Co
West Virginia
$12.7M +$381K +2,098 +3%
PAIM
1491
Punch & Associates Investment Management
Minnesota
$12.7M -$110K -607 -1%
CS
1492
Comerica Securities
Michigan
$12.7M -$552K -3,039 -5%
CEI
1493
Clark Estates Inc
New York
$12.6M
GVAG
1494
Great Valley Advisor Group
Delaware
$12.6M +$2.27M +12,507 +25%
HWA
1495
HCR Wealth Advisors
California
$12.6M -$327K -1,803 -3%
BBNA
1496
Bremer Bank National Association
Minnesota
$12.6M -$148K -817 -1%
III
1497
Independent Investors Inc
New York
$12.6M
HIC
1498
Holderness Investments Company
North Carolina
$12.6M +$49.9K +275 +0.4%
FMTC
1499
Farmers & Merchants Trust Company
California
$12.5M +$321K +1,768 +3%
BAM
1500
Boyar Asset Management
New York
$12.5M -$19.2K -106 -0.2%

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.