We are live on ! Find out more
MSFT icon

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
FPFS
1851
First Personal Financial Services
North Carolina
$7.96M -$213K -1,175 -3%
MFG
1852
Magnus Financial Group
New York
$7.95M +$168K +926 +2%
LCP
1853
Legacy Capital Partners
Wisconsin
$7.95M -$149K -821 -2%
BDF
1854
Balasa Dinverno & Foltz
$7.92M -$1.44M -7,953 -17%
EM
1855
Excalibur Management
Massachusetts
$7.9M -$260K -1,430 -4%
RCS
1856
Retirement Capital Strategies
California
$7.9M -$27.6K -152 -0.4%
PFSC
1857
Peoples Financial Services Corp
Pennsylvania
$7.89M -$337K -1,855 -5%
MCWS
1858
McKinley Carter Wealth Services
West Virginia
$7.87M +$563K +3,102 +9%
EWM
1859
Endurance Wealth Management
Rhode Island
$7.87M +$984K +5,419 +16%
SIG
1860
Sargent Investment Group
Maryland
$7.85M +$72.2K +398 +1%
GDP
1861
Great Diamond Partners
Maine
$7.83M -$447K -2,462 -6%
PTP
1862
Platform Technology Partners
New York
$7.83M +$304K +1,672 +5%
BGDI
1863
BW Gestao de Investimentos
Brazil
$7.81M +$616K +3,392 +10%
GCM
1864
Glaxis Capital Management
Florida
$7.8M +$4.78M +26,345 +220%
ACM
1865
Ariose Capital Management
Hong Kong
$7.79M +$690K +3,800 +11%
QCG
1866
Quadrant Capital Group
Ohio
$7.79M -$7.42M -40,860 -52%
BCM
1867
Blume Capital Management
California
$7.79M -$149K -820 -2%
AWM
1868
Aries Wealth Management
Maine
$7.78M -$53.7K -296 -0.8%
PAM
1869
Pegasus Asset Management
New York
$7.77M -$105K -579 -1%
ATPW
1870
Ashton Thomas Private Wealth
Arizona
$7.77M +$1.85M +10,205 +36%
MPAM
1871
Murphy Pohlad Asset Management
Minnesota
$7.77M -$355K -1,953 -5%
DS
1872
Dudley & Shanley
Florida
$7.72M
CA
1873
Cumberland Advisors
Florida
$7.69M -$51.7K -285 -0.7%
NWP
1874
Northstar Wealth Partners
Connecticut
$7.68M -$141K -775 -2%
CCM
1875
CWH Capital Management
Washington
$7.68M -$230K -1,266 -3%

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.