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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
CFFP
2051
Center for Financial Planning
Michigan
$6.19M +$156K +859 +3%
BOM
2052
Bank of Marin
California
$6.18M +$326K +1,796 +6%
BC
2053
Breakline Capital
New York
$6.18M +$5.51M +30,346 New
AIA
2054
Angeles Investment Advisors
California
$6.16M -$1.12M -6,144 -17%
HC
2055
Hourglass Capital
Texas
$6.16M -$1.98M -10,893 -26%
ACM
2056
Alta Capital Management
Utah
$6.16M -$3.16M -17,426 -37%
PCS
2057
Personal CFO Solutions
New Jersey
$6.16M +$9.98K +55 +0.2%
MCA
2058
Morris Capital Advisors
Pennsylvania
$6.15M -$312K -1,719 -5%
PWMAG
2059
Pinnacle Wealth Management Advisory Group
New Jersey
$6.14M +$223K +1,226 +4%
AIM
2060
Aspen Investment Management
Michigan
$6.12M +$380K +2,095 +7%
HZ
2061
Hixon Zuercher
Ohio
$6.12M +$322K +1,775 +6%
NAM
2062
Nexpoint Asset Management
Texas
$6.11M -$2.2M -12,100 -29%
LC
2063
Loews Corp
New York
$6.11M -$1.18M -6,500 -18%
IA
2064
IFG Advisory
Georgia
$6.1M +$46.7K +257 +0.9%
IP
2065
Investment Partners
Ohio
$6.08M -$48.5K -267 -0.9%
VCA
2066
Verdence Capital Advisors
Maryland
$6.07M +$151K +834 +3%
RFWA
2067
RPg Family Wealth Advisory
Massachusetts
$6.06M -$62.3K -343 -1%
BMA
2068
Brooks Moore & Associates
Tennessee
$6.05M -$948K -5,220 -15%
BCM
2069
Birch Capital Management
Texas
$6.05M
WCM
2070
Windward Capital Management
California
$6.04M -$119K -658 -2%
CWG
2071
Cornerstone Wealth Group
North Carolina
$6.04M +$1.29M +7,117 +32%
EFSCE
2072
Enterprise Financial Services Corp (EFSC)
Missouri
$6.03M -$60.3K -332 -1%
FSC
2073
Full Sail Capital
Oklahoma
$6.03M -$174K -958 -3%
HIS
2074
Horizon Investment Services
Indiana
$6.02M -$7.26K -40 -0.1%
AWM
2075
Affinity Wealth Management
Delaware
$6.01M +$170K +938 +3%

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.