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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
SNBOSCI
2276
Security National Bank of Sioux City Iowa
Iowa
$4.61M +$135K +741 +3%
BW
2277
Bison Wealth
Georgia
$4.6M +$265K +1,461 +7%
GKFF
2278
George Kaiser Family Foundation
Oklahoma
$4.6M +$10.2K +56 +0.2%
BAM
2279
Beaumont Asset Management
Texas
$4.59M +$95.3K +525 +2%
EVC
2280
Eidelman Virant Capital
Missouri
$4.58M +$3.56M +19,620 +686%
RPWA
2281
Regent Peak Wealth Advisors
Georgia
$4.56M +$381K +2,100 +10%
CHP
2282
Cable Hill Partners
Oregon
$4.56M -$191K -1,052 -4%
CB
2283
CNB Bank
Pennsylvania
$4.54M -$184K -1,014 -4%
CSA
2284
Cottage Street Advisors
Massachusetts
$4.54M +$384K +2,115 +10%
BWM
2285
Baystate Wealth Management
Massachusetts
$4.53M +$224K +1,232 +6%
SFG
2286
SNS Financial Group
Minnesota
$4.53M -$51.7K -285 -1%
PIA
2287
Perennial Investment Advisors
California
$4.53M +$355K +1,956 +10%
MCM
2288
Matarin Capital Management
New York
$4.52M -$1.94M -10,688 -32%
SC
2289
Slow Capital
California
$4.52M +$124K +684 +3%
S
2290
Surevest
California
$4.52M +$472K +2,598 +13%
LC
2291
Lindbrook Capital
California
$4.52M +$1.16M +6,380 +40%
PI
2292
Parkside Investments
Illinois
$4.51M -$2.56M -14,080 -39%
KCPG
2293
Kavar Capital Partners Group
Kansas
$4.51M +$67.5K +372 +2%
PWS
2294
Peloton Wealth Strategists
Indiana
$4.5M +$981K +5,405 +32%
FCA
2295
FinTrust Capital Advisors
South Carolina
$4.49M -$443K -2,443 -10%
BWP
2296
Bernardo Wealth Planning
Pennsylvania
$4.49M +$57.5K +317 +1%
CIM
2297
Chiron Investment Management
New York
$4.48M +$4M +22,010 New
CASB
2298
Cape Ann Savings Bank
Massachusetts
$4.48M +$3.99M +21,996 New
LF
2299
Lee Financial
Texas
$4.47M +$57K +314 +1%
FWP
2300
FAS Wealth Partners
Kansas
$4.46M -$91.3K -503 -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.