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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
IF
2201
Intrua Financial
Texas
$5.11M +$4.45M +24,488 New
FIM
2202
Fruth Investment Management
Texas
$5.1M -$36.3K -200 -0.8%
WBG
2203
Wharton Business Group
Pennsylvania
$5.1M -$787K -4,334 -15%
CF
2204
CNA Financial
Illinois
$5.09M -$2.72M -15,000 -38%
CCM
2205
Community Capital Management
Florida
$5.09M
HA
2206
Harbor Advisors
Florida
$5.09M
KFBMI
2207
Kentucky Farm Bureau Mutual Insurance
Kentucky
$5.09M
OAM
2208
Occidental Asset Management
California
$5.09M -$64.4K -355 -1%
PIM
2209
Platinum Investment Management
Australia
$5.09M
JHCP
2210
Jackson Hole Capital Partners
Oklahoma
$5.09M +$240K +1,321 +6%
AG
2211
Algert Global
California
$5.07M +$233K +1,281 +5%
BSB
2212
Bangor Savings Bank
Maine
$5.05M -$39.9K -220 -0.9%
BOS
2213
Bank of Stockton
California
$5.03M +$802K +4,416 +22%
CCG
2214
Ceeto Capital Group
Florida
$5.03M
PWA
2215
Providence Wealth Advisors
Illinois
$5.02M -$46.1K -254 -1%
WI
2216
WrapManager Inc
California
$5M +$602K +3,315 +16%
SCP
2217
Stamos Capital Partners
California
$4.99M -$3.56M -19,598 -44%
ANB
2218
Amarillo National Bank
Texas
$4.99M -$45.4K -250 -1%
OL
2219
Optas LLC
Texas
$4.98M +$1.07M +5,891 +32%
FA
2220
FCG Advisors
New Jersey
$4.95M +$140K +773 +3%
ODCM
2221
Old Dominion Capital Management
Virginia
$4.95M +$456K +2,510 +12%
AFC
2222
AFT Forsyth & Company
Florida
$4.95M -$97.3K -536 -2%
SL
2223
Stevard LLC
Illinois
$4.94M +$2.63M +14,515 +148%
EAM
2224
Evanson Asset Management
California
$4.94M +$13.3K +73 +0.3%
MTIM
2225
Marathon Trading Investment Management
Pennsylvania
$4.93M +$2M +11,000 +83%

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.