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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
VAM
1551
Veritas Asset Management
United Kingdom
$11.6M
EAM
1552
Exane Asset Management
France
$11.6M -$1.11M -6,138 -10%
MWM
1553
Mattern Wealth Management
Kansas
$11.6M +$493K +2,718 +5%
LCC
1554
Lincoln Capital Corp
Rhode Island
$11.6M +$162K +895 +2%
PA
1555
Perennial Advisors
New York
$11.6M +$109K +602 +1%
WCM
1556
Wisconsin Capital Management
Wisconsin
$11.5M -$678K -3,735 -6%
RHDIC
1557
R.H. Dinel Investment Counsel
California
$11.5M
FM
1558
Family Management
New York
$11.5M -$65.7K -362 -0.6%
RGC
1559
Roberts, Glore & Co
Illinois
$11.5M -$1.77M -9,772 -15%
MSFP
1560
Mark Sheptoff Financial Planning
Connecticut
$11.5M +$12.5K +69 +0.1%
SSI
1561
Scott & Selber Inc
Texas
$11.5M -$392K -2,158 -4%
PS
1562
Pensionfund Sabic
Netherlands
$11.5M
RIA
1563
RPG Investment Advisory
California
$11.5M -$17.4K -96 -0.2%
ST
1564
Somerset Trust
Pennsylvania
$11.4M -$2.05M -11,270 -17%
RIM
1565
Regent Investment Management
Kentucky
$11.4M -$324K -1,783 -3%
Capstone Investment Advisors
1566
Capstone Investment Advisors
New York
$11.4M +$2.66M +14,670 +35%
HI
1567
HBK Investments
Texas
$11.4M +$10.2M +56,117 New
BE
1568
Bonness Enterprises
District of Columbia
$11.4M
IFWM
1569
Institute for Wealth Management
Colorado
$11.4M +$171K +942 +2%
MHS
1570
M Holdings Securities
Oregon
$11.4M -$4.68M -25,760 -32%
LBD
1571
Landsberg Bennett & Dubbaneh
Florida
$11.4M +$108K +597 +1%
FWC
1572
First Washington Corp
Washington
$11.3M -$1.78M -9,800 -15%
OAM
1573
Origin Asset Management
United Kingdom
$11.3M -$1.23M -6,800 -11%
VW
1574
Vantage Wealth
California
$11.3M -$2.64M -14,555 -21%
WWM
1575
Western Wealth Management
Colorado
$11.3M +$675K +3,716 +7%

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.