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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
F
2026
Filament
Washington
$6.35M -$168K -924 -3%
N
2027
Natixis
France
$6.35M -$406M -2,235,732 -99%
LPIC
2028
LeJeune Puetz Investment Counsel
Michigan
$6.35M -$77.1K -425 -1%
TCM
2029
Tandem Capital Management
New Jersey
$6.34M -$705K -3,885 -11%
HCM
2030
Hillman Capital Management
Maryland
$6.34M -$33.9K -187 -0.6%
IIA
2031
IPG Investment Advisors
California
$6.33M -$1.29M -7,106 -19%
CA
2032
Claro Advisors
Massachusetts
$6.31M +$259K +1,429 +5%
HCM
2033
Hollencrest Capital Management
California
$6.3M +$125K +689 +2%
SFP
2034
Shepherd Financial Partners
Massachusetts
$6.3M -$412K -2,270 -7%
LCM
2035
Liberty Capital Management
Michigan
$6.29M +$908 +5 +0%
PCR
2036
Potrero Capital Research
California
$6.29M +$1.16M +6,400 +26%
EW
2037
Evoke Wealth
California
$6.28M +$94.8K +522 +2%
RA
2038
RFG Advisory
Alabama
$6.27M -$196K -1,081 -3%
BFC
2039
Bedel Financial Consulting
Indiana
$6.26M -$329K -1,815 -6%
RMAM
2040
Raab & Moskowitz Asset Management
New Jersey
$6.25M +$147K +809 +3%
FFG
2041
Frisch Financial Group
New York
$6.24M -$90.2K -497 -2%
BWM
2042
BerganKDV Wealth Management
Minnesota
$6.24M -$79.9K -440 -1%
MIC
2043
Meridian Investment Counsel
California
$6.24M +$22.7K +125 +0.4%
B
2044
Bellecapital
Switzerland
$6.24M +$405K +2,231 +8%
IFAM
2045
Institutional & Family Asset Management
Colorado
$6.23M +$28.7K +158 +0.5%
SFA
2046
Stewardship Financial Advisors
Georgia
$6.21M -$7.44K -41 -0.1%
IP
2047
Intellectus Partners
California
$6.2M +$49K +270 +0.9%
COF
2048
Capital One Financial
Virginia
$6.19M -$958K -5,277 -15%
MC
2049
Mathes Company
New York
$6.19M -$173K -955 -3%
BHBT
2050
Burke & Herbert Bank & Trust
Virginia
$6.19M -$43.6K -240 -0.8%

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.