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
IMOV
1676
Investment Management of Virginia
Virginia
$9.86M +$36.5K +201 +0.4%
AFM
1677
Abbot Financial Management
Massachusetts
$9.85M -$20.5K -113 -0.2%
PCM
1678
Portolan Capital Management
Massachusetts
$9.85M -$47.7K -263 -0.5%
OAMG
1679
Odey Asset Management Group
United Kingdom
$9.84M -$1.2M -6,606 -12%
TWM
1680
TLW Wealth Management
Florida
$9.81M +$55.9K +308 +0.6%
CCM
1681
Condor Capital Management
New Jersey
$9.8M +$7.81K +43 +0.1%
BRCM
1682
Bright Rock Capital Management
Massachusetts
$9.77M
EI
1683
Ethic Inc
New York
$9.76M +$1.07M +5,889 +14%
GL
1684
Graypoint LLC
New York
$9.74M -$531K -2,923 -6%
SAM
1685
Shikiar Asset Management
New York
$9.73M +$3.96M +21,807 +84%
NO
1686
Ninety One
South Africa
$9.73M -$1.3M -7,161 -13%
LCH
1687
Lee Capital Holdings
New York
$9.73M +$1.04M +5,704 +14%
CBTWT
1688
Community Bank & Trust (Waco, Texas)
Texas
$9.72M +$72.8K +401 +0.8%
SMG
1689
Spectrum Management Group
Indiana
$9.71M -$1.28M -7,066 -13%
LJAC
1690
L.J. Altfest & Co
New York
$9.7M +$76.8K +423 +0.9%
FFN
1691
Focus Financial Network
Minnesota
$9.7M +$613K +3,378 +8%
PG
1692
Patten Group
Tennessee
$9.7M +$20.1K +111 +0.2%
NC
1693
Noked Capital
Israel
$9.7M +$1.63M +9,000 +23%
NI
1694
Noked Israel
Israel
$9.7M +$1.63M +9,000 +23%
MBT
1695
Montecito Bank & Trust
California
$9.66M +$410K +2,258 +5%
WP
1696
WealthSource Partners
California
$9.62M -$590K -3,252 -6%
BPM
1697
Blue Pool Management
Hong Kong
$9.61M -$13.2M -72,960 -61%
FPS
1698
Fieldpoint Private Securities
Connecticut
$9.55M +$492K +2,712 +6%
LOAMS
1699
Lombard Odier Asset Management (Switzerland)
Switzerland
$9.55M -$4.69M -25,836 -36%
IPW
1700
Inlet Private Wealth
Florida
$9.54M

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.