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
TP
1926
Tranquility Partners
Tennessee
$7.22M -$226K -1,247 -3%
MS
1927
Marshall & Sullivan
Washington
$7.2M +$1.81K +10 +0%
GAG
1928
GM Advisory Group
New York
$7.2M -$619K -3,411 -9%
SBL
1929
Sargent Bickham Lagudis
Colorado
$7.19M +$90.8K +500 +1%
LA
1930
LVW Advisors
New York
$7.18M +$102K +564 +2%
HW
1931
Hamilton Wealth
California
$7.12M +$42.1K +232 +0.7%
MFS
1932
Monetta Financial Services
Illinois
$7.12M -$908K -5,000 -13%
GWCM
1933
Godshalk Welsh Capital Management
Pennsylvania
$7.12M -$248K -1,365 -4%
LOAMU
1934
Lombard Odier Asset Management (USA)
New York
$7.12M +$1.82M +10,000 +40%
EIA
1935
Eastover Investment Advisors
North Carolina
$7.12M +$48.6K +268 +0.8%
SCA
1936
Stokes Capital Advisors
South Carolina
$7.11M +$204K +1,125 +3%
GA
1937
GFS Advisors
Texas
$7.11M +$57.5K +317 +0.9%
SCG
1938
Sonata Capital Group
Washington
$7.1M -$453K -2,494 -7%
JIP
1939
Jaffetilchin Investment Partners
Florida
$7.08M +$687K +3,785 +12%
JFA
1940
JNBA Financial Advisors
Minnesota
$7.07M -$210K -1,157 -3%
BCCM
1941
Bridge Creek Capital Management
Massachusetts
$7.06M -$98.9K -545 -2%
DSA
1942
Droms Strauss Advisors
Missouri
$7.05M -$47.2K -260 -0.7%
TCM
1943
Traynor Capital Management
Pennsylvania
$7.05M +$912K +5,025 +17%
NP
1944
NorthRock Partners
Minnesota
$7.03M +$540K +2,974 +9%
SOAMC
1945
Spirit of America Management Corp
New York
$7.02M +$337K +1,855 +6%
JSL
1946
JT Stratford LLC
Georgia
$7.02M +$1.35M +7,424 +27%
JCM
1947
Jacobi Capital Management
Pennsylvania
$7.01M -$201K -1,108 -3%
MWM
1948
Modera Wealth Management
New Jersey
$7M -$41K -226 -0.7%
SXL
1949
Summit X LLC
Missouri
$6.99M +$693K +3,815 +12%
VIA
1950
Vident Investment Advisory
Georgia
$6.99M -$1.24M -6,810 -17%

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.