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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
MWM
1726
Minot Wealth Management
Massachusetts
$9.07M -$130K -718 -2%
FFA
1727
Fragasso Financial Advisors
Pennsylvania
$9.05M -$893K -4,918 -10%
FPGK
1728
Financial Partners Group (Kansas)
Kansas
$9.04M +$315K +1,735 +4%
OPA
1729
Old Port Advisors
Maine
$9.04M -$238K -1,311 -3%
HDIM
1730
Hanson & Doremus Investment Management
Vermont
$9.04M -$2.08M -11,481 -21%
RCAG
1731
Rehmann Capital Advisory Group
Michigan
$9M +$85K +468 +1%
UCI
1732
Uncommon Cents Investing
Wisconsin
$9M -$80.6K -444 -1%
CRM
1733
Cramer Rosenthal McGlynn
Connecticut
$8.99M -$7.56M -41,658 -49%
TIP
1734
Torray Investment Partners
Maryland
$8.97M -$48.8K -269 -0.6%
SFO
1735
Stokes Family Office
Louisiana
$8.97M +$221K +1,218 +3%
ACM
1736
Academy Capital Management
Texas
$8.97M +$8M +44,079 New
TCOK
1737
Trust Company of Kansas
Kansas
$8.96M -$1.33M -7,338 -14%
NL
1738
NVWM LLC
Pennsylvania
$8.94M -$45.9K -253 -0.6%
WPIC
1739
White Pine Investment Company
Michigan
$8.93M -$1.62M -8,942 -17%
JGUA
1740
John G. Ullman & Associates
New York
$8.91M +$55K +303 +0.7%
QI
1741
QV Investors
Alberta, Canada
$8.9M -$3.63M -19,970 -31%
BMCM
1742
Bryn Mawr Capital Management
Pennsylvania
$8.9M +$72.2K +398 +0.9%
GAM
1743
Grandview Asset Management
Pennsylvania
$8.9M +$5.63M +30,989 +243%
BAM
1744
Bruderman Asset Management
New York
$8.9M +$279K +1,538 +4%
OPS
1745
Orion Portfolio Solutions
Nebraska
$8.89M +$1.08M +5,930 +16%
CCM
1746
Compton Capital Management
Rhode Island
$8.88M +$159K +875 +2%
SFSG
1747
Stearns Financial Services Group
North Carolina
$8.88M -$315K -1,737 -4%
MWM
1748
Marietta Wealth Management
Georgia
$8.87M -$259K -1,426 -3%
LSPW
1749
Lake Street Private Wealth
Illinois
$8.87M +$102K +564 +1%
SAM
1750
Smithbridge Asset Management
Pennsylvania
$8.86M -$389K -2,145 -5%

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.