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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
FIM
1951
Freedom Investment Management
Connecticut
$6.99M -$441K -2,427 -7%
IA
1952
IndexIQ Advisors
New York
$6.99M +$3.52M +19,396 +130%
SC
1953
Searle & Co
Connecticut
$6.96M -$24.9K -137 -0.4%
VBFG
1954
Vishria Bird Financial Group
Tennessee
$6.95M -$75.3K -415 -1%
DTC
1955
Davidson Trust Company
Washington
$6.94M +$94.8K +522 +2%
BCM
1956
Bayesian Capital Management
New York
$6.94M +$6.19M +34,100 New
SW
1957
SlateStone Wealth
Florida
$6.91M -$107K -589 -2%
TIA
1958
Trust Investment Advisors
Indiana
$6.9M +$24.5K +135 +0.4%
AWM
1959
Argent Wealth Management
Massachusetts
$6.9M +$208K +1,145 +4%
HC
1960
HNP Capital
New York
$6.9M -$9.84M -54,202 -62%
PCM
1961
Poehling Capital Management
Wisconsin
$6.88M +$239K +1,318 +4%
NCM
1962
Northwest Capital Management
Oregon
$6.87M +$347K +1,913 +6%
SCM
1963
Sitrin Capital Management
California
$6.87M -$2.59M -14,251 -30%
HI
1964
Hendershot Investments
Virginia
$6.86M -$159K -875 -3%
SFS
1965
Strategic Financial Services
New York
$6.86M -$2.35M -12,951 -28%
AIM
1966
Aurora Investment Managers
Florida
$6.85M +$3.27K +18 +0.1%
MA
1967
Menlo Advisors
California
$6.85M -$555K -3,055 -8%
FLI
1968
Family Legacy Inc
South Carolina
$6.84M -$892K -4,916 -13%
HCA
1969
Horan Capital Advisors
Ohio
$6.84M -$95.8K -528 -2%
AFM
1970
Andesa Financial Management
Pennsylvania
$6.84M -$308K -1,695 -5%
AIM
1971
AIA Investment Management
Singapore
$6.83M -$329K -1,814 -5%
AWM
1972
Aevitas Wealth Management
Massachusetts
$6.83M +$302K +1,662 +5%
CC
1973
Cipher Capital
New York
$6.83M +$6.09M +33,534 New
SLG
1974
Stanley-Laman Group
Pennsylvania
$6.81M +$951K +5,237 +19%
VRM
1975
Vectors Research Management
New York
$6.8M -$64.3K -354 -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.