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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
BA
2001
Bennicas & Associates
California
$6.53M -$619K -3,411 -10%
DFA
2002
Delta Financial Advisors
Louisiana
$6.53M -$245K -1,348 -4%
CHA
2003
Carmichael Hill & Associates
Maryland
$6.53M -$128K -706 -2%
PMFA
2004
Plante Moran Financial Advisors
Michigan
$6.52M -$299K -1,645 -5%
TA
2005
TFG Advisers
Michigan
$6.52M +$197K +1,086 +4%
BCM
2006
Brown Capital Management
Maryland
$6.51M -$24.1K -133 -0.4%
TS
2007
Tamar Securities
California
$6.51M +$5.81M +32,003 New
WPA
2008
Winning Points Advisors
Florida
$6.49M -$72.6K -400 -1%
KFP
2009
Keystone Financial Planning
Ohio
$6.49M -$10.3K -57 -0.2%
HFS
2010
HBC Financial Services
Washington
$6.47M -$69.7K -384 -1%
BCA
2011
Bray Capital Advisors
Florida
$6.46M -$29K -160 -0.5%
VCM
2012
Versant Capital Management
Arizona
$6.46M +$49.6K +273 +0.9%
LFGH
2013
Lee Financial Group Hawaii
Hawaii
$6.45M -$49.6K -273 -0.9%
PWPS
2014
Pinnacle Wealth Planning Services
Ohio
$6.45M -$390K -2,149 -6%
MCM
2015
Manchester Capital Management
Vermont
$6.44M -$73.2K -403 -1%
CT
2016
Columbia Trust
Oregon
$6.42M -$69.9K -385 -1%
GCM
2017
Gibraltar Capital Management
Oklahoma
$6.4M -$213K -1,176 -4%
PCG
2018
Private Capital Group
Connecticut
$6.4M -$212K -1,167 -4%
MMPW
2019
Mitchell McLeod Pugh & Williams
Alabama
$6.39M -$103K -565 -2%
HI
2020
Harrington Investments
California
$6.39M +$63.7K +351 +1%
LWMM
2021
Legacy Wealth Management (Mississippi)
Mississippi
$6.37M +$154K +849 +3%
CIP
2022
Convergence Investment Partners
Florida
$6.36M -$650K -3,579 -10%
HCM
2023
Highlander Capital Management
New Jersey
$6.36M
HCA
2024
Harbour Capital Advisors
Virginia
$6.36M +$490K +2,702 +9%
PWSG
2025
Pacific Wealth Strategies Group
California
$6.36M -$24.9K -137 -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.