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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
NJBEST
2251
New Jersey Better Educational Savings Trust
New Jersey
$4.76M
BSA
2252
Bull Street Advisors
Georgia
$4.76M -$9.08K -50 -0.2%
NPP
2253
New Potomac Partners
Maryland
$4.75M -$103K -565 -2%
SSWM
2254
Sheets Smith Wealth Management
North Carolina
$4.74M -$4.29M -23,660 -50%
SA
2255
Shilanski & Associates
Alaska
$4.73M +$98.4K +542 +2%
UTC
2256
Unified Trust Company
Kentucky
$4.73M -$2.17M -11,971 -34%
STA
2257
Summit Trail Advisors
New York
$4.71M +$740K +4,077 +21%
MAM
2258
Marketfield Asset Management
New York
$4.71M -$348K -1,918 -8%
CCA
2259
Catalyst Capital Advisors
New York
$4.7M -$147K -810 -3%
AWM
2260
Avitas Wealth Management
California
$4.7M +$561K +3,090 +15%
SWA
2261
Sutton Wealth Advisors
Florida
$4.69M +$175K +965 +4%
FCFC
2262
First Commonwealth Financial Corp
Pennsylvania
$4.69M -$124K -684 -3%
ETC
2263
Exchange Traded Concepts
Oklahoma
$4.69M +$2.92M +16,074 +231%
RDWM
2264
Red Door Wealth Management
Tennessee
$4.68M +$197K +1,088 +5%
BCA
2265
Bay Colony Advisors
Massachusetts
$4.68M -$175K -962 -4%
LCM
2266
Leisure Capital Management
California
$4.67M +$91.7K +505 +2%
CNFG
2267
Creegan & Nassoura Financial Group
New Hampshire
$4.66M -$57.2K -315 -1%
TAM
2268
Townsend Asset Management
North Carolina
$4.66M +$48.1K +265 +1%
PGWM
2269
Parisi Gray Wealth Management
New Jersey
$4.66M +$65K +358 +2%
AIP
2270
Almanack Investment Partners
Pennsylvania
$4.65M +$1.02M +5,626 +33%
AC
2271
Asio Capital
Kentucky
$4.64M -$73K -402 -2%
CST
2272
Charles Schwab Trust
Nevada
$4.63M -$109K -598 -3%
EA
2273
Emerald Advisers
Pennsylvania
$4.62M +$376K +2,070 +10%
EAM
2274
Eukles Asset Management
Ohio
$4.61M -$958K -5,280 -19%
SWM
2275
Sculati Wealth Management
Michigan
$4.61M +$258K +1,420 +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.