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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
EWM
1776
Executive Wealth Management
Michigan
$8.6M -$732K -4,035 -9%
MPA
1777
Marvin & Palmer Associates
Delaware
$8.6M +$1.05M +5,772 +16%
TIA
1778
Tiemann Investment Advisors
California
$8.57M -$121K -669 -2%
BOS
1779
Bingham Osborn & Scarborough
California
$8.56M +$410K +2,258 +6%
NME
1780
Notis-McConarty Edward
$8.56M -$392K -2,158 -5%
M
1781
Mirova
France
$8.55M +$1.37M +7,527 +22%
TCCM
1782
Timber Creek Capital Management
Massachusetts
$8.55M -$355K -1,955 -4%
T2I
1783
Turim 21 Investimentos
Brazil
$8.54M +$4.32M +23,822 +131%
CBT
1784
Central Bank & Trust
Kentucky
$8.53M +$3.43M +18,907 +82%
PP
1785
Prospector Partners
Connecticut
$8.53M -$6.04M -33,250 -44%
COI
1786
Connable Office Inc
Michigan
$8.52M -$1.29M -7,090 -14%
BHTS
1787
Bar Harbor Trust Services
Maine
$8.51M -$127K -702 -2%
CWP
1788
CFM Wealth Partners
Texas
$8.5M +$185K +1,020 +3%
CCM
1789
Corsair Capital Management
New York
$8.5M -$119K -653 -2%
PVWM
1790
Point View Wealth Management
New Jersey
$8.48M -$84.8K -467 -1%
EF
1791
Empirical Finance
Pennsylvania
$8.48M +$1.12M +6,173 +17%
SEIA
1792
Signature Estate & Investment Advisors
California
$8.47M -$107K -587 -1%
FPTW
1793
Franklin, Parlapiano, Turner & Welch
Texas
$8.47M -$896K -4,936 -11%
PM
1794
Penbrook Management
New York
$8.46M -$45.4K -250 -0.6%
SFG
1795
Summit Financial Group
West Virginia
$8.45M -$148K -815 -2%
JFA
1796
Johanson Financial Advisors
California
$8.44M +$300K +1,653 +4%
QI
1797
Qtron Investments
Massachusetts
$8.43M -$203K -1,117 -3%
AC
1798
AMS Capital
Brazil
$8.43M -$7.8M -42,995 -51%
MCM
1799
Mattern Capital Management
Colorado
$8.42M +$1.32M +7,264 +21%
CCC
1800
Chelsea Counsel Company
California
$8.42M +$570K +3,141 +8%

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.