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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
LWM
2226
Laidlaw Wealth Management
New York
$4.93M +$13.4K +74 +0.3%
TPA
2227
Trivium Point Advisory
Connecticut
$4.93M +$76.6K +422 +2%
QSS
2228
Quantitative Systematic Strategies
Florida
$4.93M +$1.92M +10,578 +78%
OGC
2229
Oak Grove Capital
New Hampshire
$4.92M -$5.71M -31,438 -57%
AAA
2230
Adams Asset Advisors
Texas
$4.92M +$1.35M +7,442 +44%
SG
2231
Somerset Group
Minnesota
$4.92M -$21.6K -119 -0.5%
HFBOT
2232
Home Federal Bank of Tennessee
Tennessee
$4.92M -$75.3K -415 -2%
PWMG
2233
Prestige Wealth Management Group
New Jersey
$4.92M -$384K -2,116 -8%
HCM
2234
HM Capital Management
Missouri
$4.92M -$344K -1,895 -7%
GSWM
2235
Golden State Wealth Management
California
$4.9M +$1.9M +10,474 +77%
IAS
2236
IMA Advisory Services
Colorado
$4.9M -$26.3K -145 -0.6%
BC
2237
Brookfield Corp
Ontario, Canada
$4.88M +$4.36M +24,000 New
SCM
2238
Stanley Capital Management
Texas
$4.88M -$1.65M -9,100 -27%
KS
2239
Karpas Strategies
Connecticut
$4.88M +$2.54K +14 +0.1%
CPO
2240
Cerity Partners OCIO
New York
$4.88M +$155K +855 +4%
BI
2241
Bramshill Investments
Florida
$4.86M +$2.64M +14,561 +156%
BCA
2242
Berman Capital Advisors
Georgia
$4.85M +$967K +5,325 +29%
NA
2243
Navellier & Associates
Nevada
$4.84M -$2.14M -11,765 -33%
NIP
2244
Nicholas Investment Partners
California
$4.83M +$306K +1,684 +8%
MIC
2245
MU Investments Company
Japan
$4.82M -$1.24M -6,830 -22%
AB
2246
Atlas Brown
Kentucky
$4.82M +$299K +1,648 +7%
GP
2247
Geneva Partners
Wisconsin
$4.81M +$48.1K +265 +1%
SSG
2248
Summit Securities Group
New York
$4.8M +$2.69M +14,800 +168%
CPA
2249
Clear Perspective Advisors
Illinois
$4.77M -$2.72K -15 -0.1%
ACM
2250
Ayrshire Capital Management
Connecticut
$4.77M +$91.7K +505 +2%

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.