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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
RI
1826
Rudd International
Florida
$8.14M -$541K -2,978 -7%
MCM
1827
Maytus Capital Management
New York
$8.14M -$2.27M -12,500 -24%
LGP
1828
Leonard Green & Partners
California
$8.14M +$7.26M +40,000 New
CT
1829
Clearstead Trust
Maine
$8.13M -$804K -4,428 -10%
SIA
1830
Soltis Investment Advisors
Utah
$8.13M +$1.99M +10,944 +38%
Koshinski Asset Management
1831
Koshinski Asset Management
Illinois
$8.13M +$159K +874 +2%
FCIM
1832
Fairview Capital Investment Management
California
$8.12M +$1.56M +8,606 +27%
CL
1833
Choreo LLC
Illinois
$8.12M -$334K -1,842 -4%
AFWM
1834
AMJ Financial Wealth Management
Virginia
$8.11M +$2.59M +14,244 +56%
PHS
1835
Pekin Hardy Strauss
Illinois
$8.09M +$22.9K +126 +0.3%
MC
1836
Martin & Co
Tennessee
$8.08M -$1.27M -7,012 -15%
HBWM
1837
Hollow Brook Wealth Management
New York
$8.07M -$20K -110 -0.3%
SMFG
1838
Sumitomo Mitsui Financial Group
Japan
$8.07M -$1.27M -6,970 -15%
FNBOMD
1839
First National Bank of Mount Dora
Florida
$8.07M -$739K -4,069 -9%
TCA
1840
Transcend Capital Advisors
New Jersey
$8.06M -$1.43M -7,855 -17%
TNBTD
1841
Trustmark National Bank Trust Department
Mississippi
$8.06M +$164K +906 +2%
CA
1842
Cambridge Advisors
Nebraska
$8.05M -$29.2K -161 -0.4%
CNC
1843
Citizens & Northern Corp
Pennsylvania
$8.04M -$467K -2,570 -6%
BAM
1844
Brave Asset Management
New Jersey
$8.03M +$14K +77 +0.2%
SC
1845
Sawyer & Company
Massachusetts
$8.02M -$1.14M -6,280 -14%
CIM
1846
CIM Investment Management
Pennsylvania
$8.02M
CWM
1847
Chronos Wealth Management
Florida
$8M -$915K -5,040 -11%
NAMP
1848
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$8M +$9.08K +50 +0.1%
GWS
1849
Glassman Wealth Services
Virginia
$7.98M -$162K -890 -2%
EBT
1850
Enterprise Bank & Trust
Massachusetts
$7.97M -$28.7K -158 -0.4%

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.