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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
FI
2076
FormulaFolio Investments
Michigan
$6M -$819K -4,511 -13%
SS
2077
Sunbelt Securities
Texas
$5.99M -$1.4M -7,728 -21%
BFO
2078
Biltmore Family Office
North Carolina
$5.96M +$4.54K +25 +0.1%
VSWA
2079
Vontobel Swiss Wealth Advisors
Switzerland
$5.95M +$363K +1,999 +7%
WA
2080
Wealth Advisors
California
$5.93M +$132K +728 +3%
GBT
2081
Grove Bank & Trust
Florida
$5.93M +$537K +2,959 +11%
NB
2082
Nicolet Bankshares
Wisconsin
$5.93M +$1.63K +9 +0%
CAIMH
2083
Central Asset Investments & Management Holdings
Hong Kong
$5.92M +$3.42M +18,824 +184%
OAM
2084
Ostrum Asset Management
France
$5.91M +$345K +1,900 +7%
WA1
2085
Wimmer Associates 1
California
$5.91M -$360K -1,983 -7%
PKC
2086
Palmer Knight Company
Florida
$5.9M +$58.8K +324 +1%
GAM
2087
GVO Asset Management
Switzerland
$5.9M +$5.26M +28,971 New
IG
2088
Inherent Group
New York
$5.89M -$4.22M -23,231 -45%
IC
2089
Investment Counsel
Michigan
$5.89M -$115K -635 -2%
PC
2090
Provenire Capital
Minnesota
$5.88M +$559K +3,080 +12%
SCM
2091
SOL Capital Management
Maryland
$5.88M -$349K -1,920 -6%
SC
2092
Stralem & Co
New York
$5.87M -$60.8K -335 -1%
EWG
2093
Executive Wealth Group
Washington
$5.86M -$49.9K -275 -0.9%
WWM
2094
Windsor Wealth Management
Indiana
$5.86M +$19.4K +107 +0.4%
RAM
2095
Roanoke Asset Management
New Jersey
$5.86M -$462K -2,546 -8%
SFSIG
2096
San Francisco Sentry Investment Group
California
$5.84M -$379K -2,089 -7%
CF
2097
Centaurus Financial
California
$5.84M +$1.52M +8,380 +41%
RM
2098
Resource Management
Louisiana
$5.84M -$1.81K -10 -0%
FTB
2099
First Trust Bank
Bahamas
$5.82M +$328K +1,808 +7%
Tudor Investment Corp
2100
Tudor Investment Corp
Connecticut
$5.82M -$2.79M -15,350 -35%

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.