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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
TCM
2176
Telos Capital Management
California
$5.3M -$895K -4,930 -16%
ATC
2177
Adirondack Trust Company
New York
$5.3M -$61.9K -341 -1%
FMTCOCP
2178
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.28M +$1.06M +5,831 +29%
ZCA
2179
Zeke Capital Advisors
Pennsylvania
$5.27M -$915K -5,041 -16%
PA
2180
Procyon Advisors
Connecticut
$5.25M +$318K +1,753 +7%
CWS
2181
Cypress Wealth Services
California
$5.25M +$60.1K +331 +1%
BCWM
2182
Blue Chip Wealth Management
Florida
$5.25M +$76.2K +420 +2%
AF
2183
Affiance Financial
Minnesota
$5.25M +$39.9K +220 +0.9%
GIM
2184
Guardian Investment Management
California
$5.24M -$94.4K -520 -2%
CSM
2185
CAMG Solamere Management
North Carolina
$5.24M -$1.27M -6,984 -21%
AIC
2186
Argus Investors Counsel
New York
$5.23M -$34.3K -189 -0.7%
HIP
2187
Harrell Investment Partners
Texas
$5.21M -$1.92M -10,558 -29%
MFW
2188
Meristem Family Wealth
Minnesota
$5.21M -$281K -1,548 -6%
ATIA
2189
American Trust Investment Advisors
New Hampshire
$5.21M +$3.63K +20 +0.1%
RWM
2190
Ritholtz Wealth Management
New York
$5.18M +$1.16M +6,367 +33%
AAM
2191
Anglepoint Asset Management
Cayman Islands
$5.17M
PHIMC
2192
Private Harbour Investment Management & Counsel
Ohio
$5.17M -$12.7K -70 -0.3%
SIAP
2193
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.17M -$106K -583 -2%
TCBWMS
2194
Texas Capital Bank Wealth Management Services
Texas
$5.15M +$114K +630 +3%
RCG
2195
Rock Creek Group
District of Columbia
$5.15M +$2.86M +15,781 +165%
MVA
2196
Mount Vernon Associates
Maryland
$5.14M -$95.3K -525 -2%
DIS
2197
Diversified Investment Strategies
Louisiana
$5.14M -$365K -2,012 -7%
CFA
2198
CWS Financial Advisors
Michigan
$5.13M +$1.03M +5,664 +29%
CRCM
2199
Crystal Rock Capital Management
Illinois
$5.13M -$410K -2,260 -8%
CCM
2200
Canal Capital Management
Virginia
$5.13M +$31.9K +176 +0.7%

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.