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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
TI
1601
Tidal Investments
Wisconsin
$11M -$620K -3,416 -6%
NAM
1602
NTV Asset Management
West Virginia
$11M +$717K +3,949 +8%
CCT
1603
Capital City Trust
Florida
$10.9M -$238K -1,311 -2%
AAM
1604
Azzad Asset Management
Virginia
$10.9M -$492K -2,709 -5%
LBC
1605
Lawrence B. Cohen
$10.9M -$49.6K -273 -0.5%
CIA
1606
CSat Investment Advisory
Michigan
$10.9M -$1.13M -6,216 -10%
KFA
1607
Kelleher Financial Advisors
New York
$10.9M -$163K -898 -2%
BAM
1608
Bell Asset Management
Australia
$10.9M +$923K +5,082 +11%
CAM
1609
Cypress Asset Management
Texas
$10.9M -$456K -2,510 -4%
BCM
1610
Beck Capital Management
Texas
$10.8M -$96.9K -534 -1%
FAM
1611
Formidable Asset Management
Ohio
$10.8M +$274K +1,507 +3%
CPA
1612
Capital Planning Advisors
California
$10.8M -$256K -1,412 -3%
PM
1613
Precept Management
Texas
$10.8M
SNB
1614
Security National Bank
Nebraska
$10.7M +$160K +879 +2%
RWA
1615
River Wealth Advisors
Pennsylvania
$10.7M +$824K +4,539 +9%
WF
1616
WoodTrust Financial
Wisconsin
$10.7M -$1.43M -7,863 -13%
CRB
1617
Chad R. Baker
$10.7M
RSWM
1618
Robertson Stephens Wealth Management
California
$10.7M +$4.23M +23,295 +79%
RG
1619
Rikoon Group
New Mexico
$10.6M +$1.49M +8,210 +19%
MWA
1620
Meridian Wealth Advisors
Texas
$10.6M -$34.9K -192 -0.4%
LSAG
1621
Lake Street Advisors Group
New Hampshire
$10.6M +$1.13M +6,213 +14%
CICI
1622
Capital Investment Counsel Inc
North Carolina
$10.6M -$466K -2,567 -5%
AC
1623
Arjuna Capital
North Carolina
$10.6M -$272K -1,496 -3%
BWAM
1624
Boyd Watterson Asset Management
Ohio
$10.5M -$37.2K -205 -0.4%
PI
1625
PFS Investments
Georgia
$10.4M +$2.1M +11,549 +29%

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.