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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
APP
1651
Avantax Planning Partners
Iowa
$10.1M +$392K +2,159 +5%
AAS
1652
Annex Advisory Services
Wisconsin
$10.1M +$306K +1,687 +4%
EFS
1653
Essex Financial Services
Connecticut
$10.1M -$443K -2,443 -5%
ASA
1654
Armstrong Shaw Associates
Connecticut
$10.1M -$1.43M -7,874 -14%
NB
1655
Northwest Bancshares
Pennsylvania
$10.1M +$1.47M +8,112 +20%
MC
1656
Middleton & Co
Massachusetts
$10.1M +$146K +805 +2%
CWM
1657
Cornerstone Wealth Management
Missouri
$10.1M -$117K -645 -1%
WCA
1658
Windsor Creek Advisors
Vermont
$10M -$2.57M -14,173 -22%
CFS
1659
CRA Financial Services
New Jersey
$10M +$196K +1,079 +2%
GWM
1660
Greenwich Wealth Management
Connecticut
$10M +$97.3K +536 +1%
VLKIM
1661
Van Lanschot Kempen Investment Management
Netherlands
$10M -$1.29M -7,133 -13%
SCM
1662
Soros Capital Management
New York
$9.99M +$8.91M +49,100 New
GEA
1663
Glen Eagle Advisors
New Jersey
$9.99M +$564K +3,105 +7%
BO
1664
BRR OpCo
Ohio
$9.99M +$772K +4,254 +9%
OCM
1665
One Capital Management
California
$9.98M -$194K -1,070 -2%
CT
1666
Chicago Trust
Illinois
$9.96M -$73.9K -407 -0.8%
CWM
1667
Cordatus Wealth Management
Pennsylvania
$9.94M -$181K -997 -2%
FHA
1668
Flagship Harbor Advisors
Massachusetts
$9.93M +$194K +1,066 +2%
IP
1669
Isthmus Partners
Wisconsin
$9.92M -$809K -4,455 -8%
MAA
1670
Mraz Amerine & Associates
California
$9.91M -$445K -2,449 -5%
Fuller & Thaler Asset Management
1671
Fuller & Thaler Asset Management
California
$9.91M +$653K +3,600 +8%
IAIM
1672
International Assets Investment Management
Florida
$9.9M +$228K +1,254 +1%
WIA
1673
Westbourne Investment Advisors
Maryland
$9.87M -$335K -1,845 -4%
OC
1674
Oakworth Capital
Alabama
$9.87M +$166K +914 +2%
WCM
1675
Whitener Capital Management
North Carolina
$9.86M -$330K -1,817 -4%

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.