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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
HWA
2126
Heritage Way Advisors
Illinois
$5.67M -$21.4K -118 -0.4%
CPC
2127
Congress Park Capital
New York
$5.66M +$406K +2,235 +9%
EF
2128
Exeter Financial
Arizona
$5.65M -$1.15M -6,338 -19%
TGAM
2129
TBH Global Asset Management
Tennessee
$5.65M +$789K +4,347 +19%
BKA
2130
Brick & Kyle Associates
Pennsylvania
$5.63M -$585K -3,220 -10%
SC
2131
Stolper & Co
Oklahoma
$5.63M -$132K -727 -3%
CG
2132
Carmignac Gestion
France
$5.63M +$790K +4,353 +19%
AIM
2133
Axiom Investment Management
New York
$5.63M -$94.6K -521 -2%
PV
2134
Private Vista
Illinois
$5.62M -$1.01M -5,550 -17%
HWM
2135
Hohimer Wealth Management
Washington
$5.61M -$786K -4,331 -14%
PCA
2136
Providence Capital Advisors
North Carolina
$5.61M -$139K -768 -3%
PJB
2137
Paul John Balson
California
$5.6M +$322K +1,776 +7%
ABP
2138
Arthur B. Page
$5.6M -$640K -3,523 -11%
ACM
2139
Alpha Capital Management
Texas
$5.6M +$605K +3,333 +14%
SMFS
2140
Squar Milner Financial Services
California
$5.58M -$799K -4,403 -14%
CA
2141
Cornerstone Advisory
Maryland
$5.58M +$1.47M +8,113 +42%
VLC
2142
Van Leeuwen & Company
New Jersey
$5.57M +$153K +841 +3%
BS
2143
Bessemer Securities
New York
$5.56M -$163K -900 -3%
RFM
2144
Royal Fund Management
Florida
$5.55M +$71.3K +393 +1%
PFBT
2145
Parkside Financial Bank & Trust
Missouri
$5.55M +$544K +2,996 +12%
PA
2146
Probity Advisors
Texas
$5.54M -$75.9K -418 -2%
CCG
2147
Chatham Capital Group
Georgia
$5.52M +$153K +845 +3%
HIM
2148
Herald Investment Management
United Kingdom
$5.52M
CLC
2149
Charles-Lim Capital
Hong Kong
$5.52M +$4.92M +27,122 New
PRWA
2150
Platte River Wealth Advisors
Colorado
$5.51M +$4.74M +26,130 New

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.