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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
FMT
1901
First Mercantile Trust
Tennessee
$7.44M +$826K +4,552 +14%
SCM
1902
Spreng Capital Management
Ohio
$7.44M -$353K -1,944 -5%
IGGA
1903
Iron Gate Global Advisors
Utah
$7.43M +$2.79M +15,370 +78%
PAS
1904
Partnervest Advisory Services
California
$7.42M +$1.29M +7,128 +24%
MDSL
1905
M.D. Sass LLC
New York
$7.42M +$812K +4,475 +14%
BBP
1906
Banco BTG Pactual
Brazil
$7.41M +$1.72M +9,474 +35%
SAM
1907
Selway Asset Management
$7.41M +$251K +1,380 +4%
TAMH
1908
Taikang Asset Management (HK)
Hong Kong
$7.4M -$530K -2,917 -7%
ARMT
1909
Amica Retiree Medical Trust
Rhode Island
$7.37M
FRA
1910
Front Row Advisors
California
$7.36M -$18.3K -101 -0.3%
Members Trust
1911
Members Trust
Florida
$7.36M +$6.56M +36,140 New
MMM
1912
Mendel Money Management
Illinois
$7.34M +$6.55M +36,079 New
AIM
1913
Acropolis Investment Management
Missouri
$7.33M +$146K +802 +2%
CAC
1914
Core Alternative Capital
Georgia
$7.33M -$1.18M -6,508 -15%
RWB
1915
RMR Wealth Builders
New Jersey
$7.33M +$6.54M +36,020 New
9WM
1916
9258 Wealth Management
Ohio
$7.29M +$46.7K +257 +0.7%
RCP
1917
Rothschild Capital Partners
New York
$7.29M +$688K +3,790 +12%
PWAP
1918
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$7.28M +$21.4K +118 +0.3%
TSWM
1919
Triangle Securities Wealth Management
North Carolina
$7.28M -$393K -2,166 -6%
CFMC
1920
Curbstone Financial Management Corp
New Hampshire
$7.26M -$508K -2,800 -7%
SB
1921
Strategic Blueprint
Georgia
$7.25M +$228K +1,254 +4%
AIIMS
1922
Analyst IMS Investment Management Services
Israel
$7.24M +$154K +846 +2%
HA
1923
Hamel Associates
New Jersey
$7.24M -$1.03M -5,692 -14%
ECML
1924
Eagle Capital Management (Louisiana)
Louisiana
$7.23M -$157K -865 -2%
DMC
1925
Drexel Morgan & Co
Pennsylvania
$7.22M -$4.54K -25 -0.1%

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.