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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
MIG
1701
McGuire Investment Group
Rhode Island
$9.54M -$615K -3,386 -7%
SF
1702
Symphony Financial
Texas
$9.54M +$1.14M +6,288 +15%
BA
1703
Baugh & Associates
Georgia
$9.48M -$36.5K -201 -0.4%
IA
1704
Icon Advisers
Colorado
$9.41M -$2.1M -11,556 -20%
LC
1705
Lincoln Capital
Nebraska
$9.37M -$13.4K -74 -0.2%
BCM
1706
Brookstone Capital Management
Illinois
$9.35M +$1.08M +5,961 +15%
PA
1707
PFG Advisors
Arizona
$9.35M +$386K +2,125 +5%
TWA
1708
TCI Wealth Advisors
Arizona
$9.34M -$290K -1,600 -3%
GGI
1709
GPM Growth Investors
Michigan
$9.3M +$70.3K +387 +0.9%
BFIC
1710
Bedell Frazier Investment Counselling
California
$9.26M -$413K -2,275 -5%
IIM
1711
Intact Investment Management
Quebec, Canada
$9.26M -$254K -1,400 -3%
SBWIC
1712
Schaper Benz & Wise Investment Counsel
Wisconsin
$9.22M -$606K -3,336 -7%
VCM
1713
Virtue Capital Management
Tennessee
$9.21M +$7.92M +43,655 +2,701%
CAG
1714
Csenge Advisory Group
Florida
$9.21M +$3.33M +18,324 +68%
JIC
1715
Joel Isaacson & Co
New York
$9.19M +$473K +2,604 +6%
ZCI
1716
Zevenbergen Capital Investments
Washington
$9.18M +$147K +810 +2%
CCM
1717
Carderock Capital Management
Maryland
$9.18M +$71.7K +395 +0.9%
FSCM
1718
First Sabrepoint Capital Management
Texas
$9.16M -$1.82M -10,000 -18%
WA
1719
WBH Advisory
Maryland
$9.15M +$227K +1,251 +3%
VAS
1720
Valicenti Advisory Services
New York
$9.11M -$28.7K -158 -0.4%
VVP
1721
Venture Visionary Partners
Ohio
$9.11M +$216K +1,190 +3%
MMC
1722
Mizuho Markets Cayman
Cayman Islands
$9.1M -$62.3K -343 -0.8%
NGM
1723
North Growth Management
British Columbia, Canada
$9.09M -$1.82M -10,000 -18%
CSS
1724
Cubist Systematic Strategies
Connecticut
$9.08M -$21.2M -116,520 -72%
KC
1725
Knuff & Co
California
$9.08M +$869K +4,789 +12%

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.