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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
AWM
1751
Avior Wealth Management
Nebraska
$8.84M +$37.9K +209 +0.5%
CIAS
1752
Capital Investment Advisory Services
North Carolina
$8.84M +$370K +2,038 +5%
KFGK
1753
Keystone Financial Group (Kentucky)
Kentucky
$8.83M -$7.81K -43 -0.1%
TPWA
1754
TRUE Private Wealth Advisors
Oregon
$8.83M +$145K +801 +2%
CHAM
1755
Clear Harbor Asset Management
Connecticut
$8.82M +$34.5K +190 +0.4%
WPC
1756
White Pine Capital
Minnesota
$8.81M -$114K -626 -1%
CFG
1757
Cambridge Financial Group
Ohio
$8.8M -$148K -816 -2%
AL
1758
Aspiriant LLC
California
$8.8M -$123K -679 -2%
RGIA
1759
Rainier Group Investment Advisory
Washington
$8.8M +$7.85M +43,238 New
AIA
1760
Affinity Investment Advisors
California
$8.8M -$1.14M -6,266 -13%
BIMC
1761
Benson Investment Management Company
Virginia
$8.79M +$47.2K +260 +0.6%
WBC
1762
West Branch Capital
Massachusetts
$8.77M +$819K +4,514 +12%
BO
1763
Bank OZK
Arkansas
$8.77M -$8.89K -49 -0.1%
CIM
1764
Chapman Investment Management
California
$8.77M +$3.81K +21 +0%
LKIM
1765
Lawson Kroeker Investment Management
Nebraska
$8.73M -$15.4K -85 -0.2%
OIA
1766
Optimum Investment Advisors
Illinois
$8.73M +$240K +1,324 +3%
PFS
1767
Physicians Financial Services
North Carolina
$8.72M +$649K +3,575 +9%
RB
1768
Rodgers Brothers
Pennsylvania
$8.72M -$200K -1,100 -3%
JWM
1769
Jupiter Wealth Management
Colorado
$8.7M -$750K -4,130 -9%
LOPW
1770
Live Oak Private Wealth
North Carolina
$8.69M +$221K +1,220 +3%
BBL
1771
Beck Bode LLC
Massachusetts
$8.67M +$917K +5,054 +13%
FANJ
1772
Financial Architects (New Jersey)
New Jersey
$8.66M +$225K +1,237 +3%
MUAMU
1773
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$8.65M +$545K +3,000 +8%
CFGS
1774
Concourse Financial Group Securities
Alabama
$8.61M +$658K +3,627 +9%
OC
1775
Oarsman Capital
Wisconsin
$8.61M +$4.71M +25,958 +159%

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.