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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
NCM
1801
Northside Capital Management
Oregon
$8.42M +$1.09M +6,021 +17%
CCP
1802
Cunning Capital Partners
North Carolina
$8.41M
PCP
1803
Proficio Capital Partners
Massachusetts
$8.41M +$189K +1,041 +3%
CWM
1804
Circle Wealth Management
New Jersey
$8.41M +$1.53M +8,441 +26%
WPP
1805
Whalerock Point Partners
Rhode Island
$8.41M +$254K +1,402 +4%
IWP
1806
Icon Wealth Partners
Texas
$8.39M +$1.65M +9,092 +28%
JWCA
1807
J.W. Coons Advisors
Ohio
$8.38M -$262K -1,445 -3%
MWA
1808
Moser Wealth Advisors
Washington
$8.37M -$564K -3,105 -7%
PGA
1809
Portland Global Advisors
Maine
$8.37M +$161K +885 +2%
CCWA
1810
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.35M +$7.44M +41,007 New
ZB
1811
Zions Bancorporation
Utah
$8.34M -$29.2K -161 -0.4%
CWM
1812
Chesapeake Wealth Management
Virginia
$8.3M +$561K +3,088 +8%
STB
1813
S&T Bank
Pennsylvania
$8.29M +$109K +599 +1%
WAP
1814
Wealthcare Advisory Partners
Pennsylvania
$8.29M +$93.1K +513 +1%
UF
1815
Univest Financial
Pennsylvania
$8.29M +$6.4M +35,243 +643%
JPMIA
1816
J.P. Marvel Investment Advisors
Massachusetts
$8.27M +$1.26M +6,928 +21%
KHLMTHM
1817
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$8.27M +$830K +4,571 +13%
NEIRG
1818
New England Investment & Retirement Group
Massachusetts
$8.26M +$6.07M +33,459 +468%
CIM
1819
Contravisory Investment Management
Massachusetts
$8.26M -$243K -1,341 -3%
JSC
1820
Jackson Square Capital
California
$8.26M +$257K +1,417 +4%
EP
1821
Eudaimonia Partners
Tennessee
$8.26M +$7.37M +40,596 New
ADL
1822
Asset Dedication LLC
California
$8.24M +$73.5K +405 +1%
MWVC
1823
Morgens Waterfall Vintiadis & Co
New York
$8.22M -$1.41M -7,750 -16%
BA
1824
Birinyi Associates
Connecticut
$8.22M -$1.33M -7,350 -15%
KWM
1825
Keebeck Wealth Management
Illinois
$8.2M +$173K +953 +2%

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.