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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
LC
1976
LCNB Corp
Ohio
$6.76M -$163K -898 -3%
WA
1977
WealthTrust Axiom
Pennsylvania
$6.75M -$31.2K -172 -0.5%
GAAM
1978
Guinness Atkinson Asset Management
California
$6.75M
CCM
1979
Carlson Capital Management
Minnesota
$6.7M +$1.08M +5,973 +24%
TSS
1980
Two Sigma Securities
New York
$6.7M +$5.97M +32,896 New
DAM
1981
Diamant Asset Management
Connecticut
$6.69M
LF
1982
Lantz Financial
Illinois
$6.69M -$1.59M -8,772 -21%
WFI
1983
West Family Investments
California
$6.69M
PWP
1984
Principle Wealth Partners
Connecticut
$6.68M +$260K +1,432 +5%
SIA
1985
SeaBridge Investment Advisors
New Jersey
$6.67M +$30.1K +166 +0.5%
UCMOK
1986
United Capital Management of KS
Kansas
$6.65M +$216K +1,191 +4%
BWA
1987
BDO Wealth Advisors
Florida
$6.64M -$1.27M -6,976 -18%
MC
1988
Miramar Capital
Illinois
$6.64M +$242K +1,332 +4%
SFM
1989
Signet Financial Management
New Jersey
$6.63M -$1.57M -8,627 -21%
RBFC
1990
Roman Butler Fullerton & Co
Missouri
$6.62M +$248K +1,368 +4%
CFG
1991
Cooper Financial Group
California
$6.62M +$691K +3,807 +13%
LPT
1992
Legacy Private Trust
Wisconsin
$6.62M -$361K -1,989 -6%
TLP
1993
Trinity Legacy Partners
Texas
$6.6M +$184K +1,014 +3%
CNBTD
1994
Citizens National Bank Trust Department
Mississippi
$6.58M +$155K +853 +3%
SFI
1995
SPC Financial Inc
Maryland
$6.56M -$230K -1,266 -4%
Verition Fund Management
1996
Verition Fund Management
Connecticut
$6.56M +$1.62M +8,911 +38%
LI
1997
Lafayette Investments
Maryland
$6.54M -$190K -1,046 -3%
APTFM
1998
AGUR Provident & Training Funds Management
Israel
$6.54M
LM
1999
Lincluden Management
Ontario, Canada
$6.54M -$486K -2,680 -8%
IC
2000
Inscription Capital
Texas
$6.54M +$21.6K +119 +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.