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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
WAS
1526
WESPAC Advisors SoCal
California
$12.1M +$221K +1,220 +2%
RWM
1527
Rench Wealth Management
Texas
$12.1M +$31.8K +175 +0.3%
ECM
1528
ExodusPoint Capital Management
New York
$12.1M -$6.14M -33,849 -36%
BMC
1529
Benin Management Corp
Connecticut
$12.1M -$341K -1,877 -3%
HIM
1530
Hotaling Investment Management
Pennsylvania
$12M -$146K -805 -1%
BEAM
1531
Baker Ellis Asset Management
Washington
$12M
SCM
1532
Salem Capital Management
Massachusetts
$12M -$115K -634 -1%
SGA
1533
Strategic Global Advisors
California
$12M +$1.73M +9,523 +19%
NFG
1534
NewFocus Financial Group
Washington
$11.9M -$215K -1,186 -2%
NL
1535
NKCFO LLC
Illinois
$11.9M
MGIA
1536
Moneta Group Investment Advisors
Missouri
$11.9M +$221K +1,218 +2%
WCF
1537
West Coast Financial
California
$11.9M +$547K +3,012 +5%
Wolverine Trading
1538
Wolverine Trading
Illinois
$11.8M -$33.6M -185,306 -76%
IWM
1539
IHT Wealth Management
Illinois
$11.8M -$2.61M -14,384 -20%
KJHP
1540
K.J. Harrison & Partners
Ontario, Canada
$11.8M +$1.36M +7,519 +15%
USAA
1541
United Services Automobile Association
Texas
$11.8M -$52.9M -291,579 -79%
AA
1542
Armor Advisors
New York
$11.8M -$17.8M -97,974 -63%
SVWAG
1543
Sound View Wealth Advisors Group
Georgia
$11.8M +$1.53M +8,425 +17%
RP
1544
Rowlandmiller & Partners
Georgia
$11.8M -$290K -1,598 -3%
OSNBOA
1545
Old Second National Bank of Aurora
Illinois
$11.7M -$1.28M -7,027 -11%
DSC
1546
Duncker Streett & Co
Missouri
$11.7M +$361K +1,991 +4%
CWM
1547
CMH Wealth Management
New Hampshire
$11.7M -$390K -2,150 -4%
NCGI
1548
Next Century Growth Investors
Minnesota
$11.7M +$1.17M +6,450 +13%
KCMRT
1549
Kemper Corp Master Retirement Trust
Illinois
$11.6M -$1.67M -9,200 -14%
JWCA
1550
J.W. Cole Advisors
Florida
$11.6M +$10.1M +55,569 +4,098%

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.