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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
PL
2101
Plancorp LLC
Missouri
$5.81M -$303K -1,667 -6%
KCM
2102
Karp Capital Management
California
$5.81M +$178K +979 +4%
MW
2103
Marcum Wealth
Ohio
$5.81M +$1.72M +9,479 +50%
GIC
2104
Gantzert Investment Company
Illinois
$5.8M -$147K -810 -3%
LSC
2105
Lesa Sroufe & Co
Washington
$5.8M -$135K -744 -3%
BIM
2106
Baldwin Investment Management
Pennsylvania
$5.79M +$49.9K +275 +1%
ATFA
2107
All Terrain Financial Advisors
Minnesota
$5.79M -$3.02M -16,662 -37%
FP
2108
Financial Perspectives
Minnesota
$5.79M +$5.45K +30 +0.1%
FCCM
2109
First City Capital Management
Georgia
$5.76M +$197K +1,087 +4%
WCA
2110
Whetstone Capital Advisors
Kansas
$5.76M -$89.5K -493 -2%
NCM
2111
Noesis Capital Mangement
Florida
$5.75M -$10.9K -60 -0.2%
GLA
2112
Good Life Advisors
Pennsylvania
$5.75M +$67.2K +370 +1%
AIC
2113
Ameritas Investment Company
Nebraska
$5.73M -$1.67M -9,227 -25%
IWS
2114
Insight Wealth Strategies
California
$5.72M -$66.1K -364 -1%
BIM
2115
Barton Investment Management
Pennsylvania
$5.71M +$10.2K +56 +0.2%
CI
2116
CX Institutional
Indiana
$5.71M +$410K +2,259 +9%
SIM
2117
Sterling Investment Management
Arizona
$5.71M -$825K -4,544 -14%
MFG
2118
MidWestOne Financial Group
Iowa
$5.7M -$243K -1,341 -5%
HWMG
2119
Hurlow Wealth Management Group
Indiana
$5.7M -$59.4K -327 -1%
TCM
2120
Taal Capital Management
Massachusetts
$5.7M -$363K -2,000 -7%
LCM
2121
Legato Capital Management
California
$5.69M +$5.07M +27,943 New
MWA
2122
MFA Wealth Advisors
Pennsylvania
$5.68M -$1.21M -6,661 -19%
LHC
2123
Little House Capital
Massachusetts
$5.68M -$1.12M -6,187 -18%
OCM
2124
Orleans Capital Management
Louisiana
$5.68M +$5.07M +27,909 New
AFP
2125
Ausdal Financial Partners
Iowa
$5.67M -$200K -1,100 -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.