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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
VPIM
1501
Vanguard Personalized Indexing Management
California
$12.5M +$2.46M +13,534 +28%
SWM
1502
Segment Wealth Management
Texas
$12.5M +$5.81K +32 +0.1%
NC
1503
NBW Capital
Massachusetts
$12.5M -$248K -1,367 -2%
CIC
1504
Chase Investment Counsel
Virginia
$12.5M -$1.74M -9,610 -14%
BRM
1505
Boston Research & Management
Massachusetts
$12.5M -$445K -2,452 -4%
HFM
1506
Harvest Fund Management
China
$12.5M +$1.7M +9,363 +18%
AIA
1507
Allied Investment Advisors
Montana
$12.5M -$881K -4,856 -7%
WIC
1508
Woodmont Investment Counsel
Tennessee
$12.5M -$330K -1,818 -3%
PCA
1509
Prospect Capital Advisors
California
$12.5M
EAM
1510
EULAV Asset Management
Florida
$12.4M -$3.27K -18 -0%
MSAM
1511
Moloney Securities Asset Management
Missouri
$12.4M +$953K +5,249 +9%
SWA
1512
SFMG Wealth Advisors
Texas
$12.4M +$280K +1,544 +3%
NPT
1513
Nixon Peabody Trust
Massachusetts
$12.4M +$238K +1,310 +2%
WKWM
1514
Walter & Keenan Wealth Management
Indiana
$12.4M -$2.18M -12,010 -17%
IAS
1515
Investment Advisory Services
Texas
$12.3M +$87.5K +482 +0.8%
PT
1516
Plimoth Trust
Massachusetts
$12.3M +$1.16M +6,393 +12%
DAS
1517
Dynamic Advisor Solutions
Arizona
$12.2M +$1.12M +6,176 +11%
MCG
1518
McCollum Christoferson Group
New York
$12.2M -$189K -1,040 -2%
PI
1519
Pennant Investors
New Jersey
$12.2M -$10.7M -59,000 -50%
FNBTCON
1520
First National Bank & Trust Co of Newtown
Pennsylvania
$12.2M -$39K -215 -0.4%
CSUI
1521
Cincinnati Specialty Underwriters Insurance
Ohio
$12.2M
APSI
1522
Asset Planning Services Inc
Louisiana
$12.2M -$68.1K -375 -0.6%
RGI
1523
River Global Investors
United Kingdom
$12.1M -$1.13M -6,231 -9%
SCA
1524
Spearhead Capital Advisors
Florida
$12.1M +$184K +1,011 +2%
TA
1525
Tiedemann Advisors
New York
$12.1M +$50.5K +278 +0.5%

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.