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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
BCM
2151
Brooktree Capital Management
Michigan
$5.5M -$9.08K -50 -0.2%
NFG
2152
Nadler Financial Group
Illinois
$5.5M -$43.4K -239 -0.9%
CAM
2153
Costello Asset Management
Pennsylvania
$5.5M +$4.91M +27,035 New
PO
2154
Private Ocean
California
$5.5M -$500K -2,754 -9%
IRAG
2155
Investment Research & Advisory Group
Georgia
$5.49M +$121K +666 +3%
VC
2156
Veracity Capital
Georgia
$5.48M -$337K -1,856 -6%
WA
2157
Wealth Alliance
New York
$5.48M -$72.6K -400 -1%
ARMC
2158
American Research & Management Company
Massachusetts
$5.45M -$28.3K -156 -0.6%
AC
2159
Avestar Capital
New York
$5.45M +$448K +2,469 +10%
ACH
2160
ArrowMark Colorado Holdings
Colorado
$5.45M -$237K -1,304 -5%
CA
2161
Calton & Associates
Florida
$5.44M -$89.9K -495 -2%
JDR
2162
Jay D. Rosenbaum
$5.44M -$39.9K -220 -0.8%
GCM
2163
Gunderson Capital Management
South Carolina
$5.44M +$241K +1,326 +5%
GFP
2164
Gryphon Financial Partners
Ohio
$5.42M +$129K +713 +3%
HFA
2165
HC Financial Advisors
California
$5.4M -$76.6K -422 -2%
V
2166
VeraBank
Texas
$5.39M -$13.4K -74 -0.3%
ESB
2167
Essex Savings Bank
Connecticut
$5.39M +$40.3K +222 +0.8%
AMC
2168
Asset Management Corp
Illinois
$5.39M -$731K -4,028 -13%
ECM
2169
EagleClaw Capital Management
Massachusetts
$5.38M -$407K -2,241 -8%
RCA
2170
Ranch Capital Advisors
Florida
$5.35M +$26.5K +146 +0.6%
MCP
2171
Martin Capital Partners
Oregon
$5.33M -$172K -948 -3%
CCFM
2172
Clear Creek Financial Management
Washington
$5.33M +$2.44M +13,433 +105%
CAAS
2173
Capital Asset Advisory Services
Michigan
$5.33M +$229K +1,262 +5%
S
2174
SimplyRich
California
$5.33M
AIM
2175
AMI Investment Management
Indiana
$5.31M -$169K -933 -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.