We are live on ! Find out more
MSFT icon

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
BIA
1626
Biondo Investment Advisors
Pennsylvania
$10.4M -$272K -1,500 -3%
SG
1627
Swarthmore Group
Pennsylvania
$10.4M +$8.5M +46,847 +1,071%
WOSD
1628
WFA of San Diego
California
$10.4M +$11.1M +61,314 New
IUHSA
1629
Itau Unibanco Holding S.A.
Brazil
$10.4M +$5.42M +29,865 +140%
TYCC
1630
Texas Yale Capital Corp
Florida
$10.4M +$195K +1,072 +2%
MCM
1631
MKP Capital Management
New York
$10.4M +$9.28M +51,102 New
ISB
1632
Iowa State Bank
Iowa
$10.4M -$2.06M -11,349 -18%
JAM
1633
JCIC Asset Management
Ontario, Canada
$10.4M +$273K +1,504 +3%
MJP
1634
Michael J. Puzo
$10.3M -$577K -3,178 -6%
EAMA
1635
EFG Asset Management (Americas)
Florida
$10.3M -$2.85M -15,715 -24%
SIM
1636
Stratos Investment Management
Ohio
$10.3M +$1.07M +5,875 +13%
IAN
1637
Integrated Advisors Network
Texas
$10.2M +$2.17M +11,958 +31%
JRP
1638
Jasper Ridge Partners
California
$10.2M
TFS
1639
Thoroughbred Financial Services
Tennessee
$10.2M -$5.57M -30,693 -38%
LC
1640
Lunia Capital
Texas
$10.2M -$3.56M -19,605 -28%
GFPC
1641
Global Financial Private Capital
Florida
$10.2M -$303K -1,671 -3%
WAS
1642
Winch Advisory Services
Wisconsin
$10.2M -$122K -672 -1%
CBN
1643
Cadence Bank NA
Texas
$10.2M -$11.4K -63 -0.1%
HCM
1644
Hodges Capital Management
Texas
$10.2M -$476K -2,623 -5%
TFS
1645
TrustCore Financial Services
Tennessee
$10.2M +$253K +1,395 +3%
HPIA
1646
Hamilton Point Investment Advisors
North Carolina
$10.2M +$186K +1,025 +2%
AMM
1647
American Money Management
California
$10.2M -$2.06M -11,336 -18%
KPW
1648
Kore Private Wealth
New York
$10.2M +$204K +1,126 +2%
EH
1649
Employers Holdings
Nevada
$10.2M -$906K -4,990 -9%
BCB
1650
Brian C. Broderick
$10.1M -$61.4K -338 -0.7%

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.